WHERE DO YOU NEED HELP?
ALL FUNCTIONS CONTRIBUTE TO BUSINESS GOALS
We work with all business functions to improve the way they work together. Select your function to see some practical use cases.

Finance
Getting financial results to the right people at the right time takes a lot of effort from lots of people. Operating finance to manage cashflow, payroll, and tax make the coordination even more important. See the use cases to create greater efficiency across your finance teams.

Technology
Technology teams keep businesses running. Imagine what would happen if they failed to deliver, or didn't respond quickly to a technical issue. Communication is key, and response times need to be monitored. See the IT use cases we can deliver for you.

People
Finding the right talent for your organisation is extremely competitive. There is no time to waste when you've identified the right candidate for a role. So don't let your internal processes be the reason for not hiring the best people or retaining exiting talent.

Project Management
Project success is often measured by budget and timelines. Going off track will lead to scope keep, and ultimately, a project failing to deliver the original requirements. Be proactive and use technology to highlight bottlenecks before they happen.

Procurement
Like people, the procurement function needs to ensure the right suppliers are drafted in at the right cost to deliver the services or products to let your business succeed. Onboarding suppliers need not be the reason you failed to complete a piece of work.

Marketing
Marketing often need to collaborate with different teams internally, and external suppliers to launch campaigns, run events, or post on social media. These activities need to be in sync to tell the right story. More importantly, they need to be aligned to the business goals.

Building Services
Making sure the office runs smoothly or presented well for external visitors takes a lot of collaboration across teams internally and externally. Like technology, response times need to be good, and fixes and repairs need to be delivered efficiently to avoid disruption.
USE CASES BY FUNCTION

Finance Use Cases
Bringing Tax, Payroll, Accounts Payable, Financial Planning and Financial Reporting together.
- Monthly reporting processes and controls
- Year end/Half year reporting management and sign off
- Auditing query management
- Budgeting and forecasting processes
- VAT submissions
- Corporation tax computation
- Payroll operation - aligned with employee onboarding
- PAYE submissions
- Supplier onboarding - aligned with procurement processes
- Finance system requests and approval
- Finance change requests and approval
- Finance project management
- Workload capacity planning

Technology Use Cases
For developers and IT support teams to work with other functions for goal alignment.
- Technology launches and communication planning
- Product roadmap
- Technology system requests and approval
- Technology change requests and approval
- Technology project management
- Workload capacity planning
- Bug Tracking
- Service feedback
- Sprint planning
- Standup meeting planning and agenda setting

People Use Cases
Ensure you hire the right people for the right job, and make sure you retain the existing talent in your organisation.
- Employee onboarding
- Open role pipeline - aligned with workforce planning
- Candidate tracking
- Employee requests
- HR project management
- Workload capacity planning
- Benefit package rollouts
- Employee feedback
- Training plans
- Standup meeting planning and agenda setting

Project Management Use Cases
Keep projects on track and on budget without the need to waive the original business requirements.
- Project timeline
- Process/system deployment
- Capacity planning
- Change request management and approval
- Goal alignment and monitoring
- Bug tracking
- Issue resolution
- Testing plans
- Pilot and end user feedback
- Communication planning
- Standup meeting planning and agenda setting

Procurement Use Cases
Make sure get the best products and services for the right price at the right time.
- Supplier onboarding - aligned with accounts payable
- Request for proposal tracking
- Procurement requests (internal)
- Expense planning - aligned with FP&A processes
- Procurement project management
- Procurement system change requests
- Procurement system bug tracking
- Workload capacity planning
- Supplier feedback

Marketing Use Cases
Keep campaigns and event planning on track, and never miss the opportunity to shout about your business.
- Event management
- Campaign management
- Creative requests
- Creative production process
- Editorial calendar
- Event promotion planning
- Marketing project planning
- Agency collaboration
- Promotional feedback
- Standup meeting planning and agenda setting

Building Services Use Cases
Keeping employees happy, and welcoming those important visitors; make sure you keep on top of those demands on your offices and factories.
- Repair requests
- Asset management and tracking
- Repair and maintenance tracking
- Health & safety management
- Expense planning - aligned with FP&A processes
- Building project management
- Workload capacity planning
- Benefit package rollouts
- Employee feedback
- Standup meeting planning and agenda setting
START CHANGING THE WAY YOU WORK TODAY
Get in touch to discuss how we can help you manage the way you work in your organisation. We deliver the Collaborative Work Management solution as a fixed price package or deliver it on time-based pricing depending on how you want to work with us.
Ready to transform your business? Book a consultation with us today to start your journey to success!
Contact us
Looking to take the next step in transforming the way you work?
Get in touch with Thomas Allan Group!
Whether you need expert guidance in change management, process improvement, or achieving operational excellence, we’re here to help.
Drop us a message, and let’s explore how we can work together to create lasting success in your organisation.
We’re just a conversation away!
email us: hello@thomas-allan.co.uk

