Introduction
Initial Setup and Evaluation:
The project began with a modest team of 3 accountants. The purpose of this setup was to assess whether OHI could meet the client’s expectations in terms of quality and efficiency.
Key Factors in Initial Success
- Quality of Work: The work delivered by the initial team exceeded expectations, showcasing high accuracy and thoroughness.
- Effective Follow-Up: The team demonstrated excellent follow-up capabilities, ensuring that tasks were completed on time and issues were promptly addressed.
- Timely Completion: Projects were completed within the agreed timelines, reinforcing the reliability of OHI.
- Fast Transfer: The team was able to quickly transfer completed work per client requirements, showcasing their agility and responsiveness.
Expanded Setup
Recognizing the initial success, the client decided to expand the team to include 1 controller (Reviewer) and 4 OHI accountants. This structure was designed to enhance internal review processes and maintain the high standards set by the initial team.
New Team Structure
- Controller: Each team has one controller responsible for overseeing the work of the 4 OHI accountants, ensuring consistency, and maintaining quality standards.
Steps OHI has taken to streamline the transition process
Training and Management
- Quality Assurance: Training programs emphasized maintaining high-quality work.
- Effective Communication: Ensuring clear and effective communication within the team and with client.
- Process Management: Implementing efficient processes to manage workloads and timelines effectively.
- Client-Specific Requirements: Tailoring training to meet specific client needs and preferences.
Impact of the Expansion
Improved Quality Control
With a controller overseeing the work of four accountants, quality control measures were significantly enhanced.
Efficient Workflows
The new structure allowed for more efficient workflows, reducing bottlenecks and ensuring timely project completion.
Enhanced Client Satisfaction
Clients benefited from the improved quality, timely delivery, and effective follow-up, leading to increased satisfaction and loyalty.
Scalability
The expanded team structure provided the flexibility to scale operations as needed, accommodating an increasing client load without compromising quality.
If you are interested in knowing more about how OHI can help your organization, reach out for a customized cost-benefit analysis tailored to your needs.
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