Business Development Director's challenges
BDD was grappling with the cumbersome process of using Word documents for contracts, which was not only time-consuming but also more susceptible to errors.
Francine Allen, responsible for FCA compliance, expressed her concerns about the manual documentation process and the legal implications of any mistakes. Their previous process involved manual filling, downloading, and uploading of documents.
This was not only inefficient but also hindered the company’s ability to delegate document creation to less experienced staff.
Combined, this process was time consuming and costly as the business entered a growth stage.
How Doc2 solved these challenges
By introducing standardised documentation, client onboarding documents are now completed 35 minutes more quickly than before. BDD has also eliminated the chance of errors, ensuring that documents are correct every time.
This has allowed Katie, the Operations Director, to focus on more strategic tasks rather than administrative work, significantly improving the company’s operational efficiency.
The implementation of Doc2 has not only streamlined the document creation process but also provided a sense of security for Francine Allen.
Training staff to create complex documents has become quicker and easier, further enhancing the company’s efficiency.
"We can quickly train and entrust junior staff to handle and send compliant documents, whilst confidently maintaining oversight with a light touch."
Francine Allen, Co-Founder, Business Development Directors Limited
Rapid STAFF TRAINING - New staff can learn how to send compliant documents in minutes.
35 MINUTES SAVED PER DOCUMENT - Documents previously took 40 minutes to do manually, they’re now completed in 5 minutes.
Standardised DOCUMENTS - Documents are now error free due to standardised templates.
