Challenge

We knew there was a better way of doing things, but we needed to explore the options with a technical partner before deciding how to move forward.

Mark Dansky, Associate Partner РAllsop LLP

After seeing the outcomes of a client project of ours, Allsop approached us, keen to hear about how we could achieve similar results for their commercial investment team.

Allsop fee earners were spending too much time distributing information to clients, and the client experience wasn’t as streamlined and easy to use as it could be.

As well as improving the end-user experience, we saw this as an opportunity to help improve the way in which Allsop engaged with clients, save them time, and free them up to go above and beyond for clients.

After all, Allsop knew how they could better service their clients, but their technology was holding them back.

Results

As a result of the new system, Allsop saw widely positive feedback from stakeholders and clients, who saw value in the improved online experience and refined processes.

The system’s automated processes and ease of use resulted in an estimated 139 days time saved across the team annually. With much of the process now automated, this freed them up to focus on the human side of ongoing client care.

Our Approach

After an initial research and design phase, we came up with a concept online system that would support Allsop fee earners by automating previously manual processes and providing a slick client experience.

A simple drag-and-drop interface laid the foundation for the system, allowing Allsop to invite clients to view information in one centralised portal, always up to date, always accessible.

Distributing information to clients was easily done by spreadsheet import, and once inside the system, clients were presented with the information in a private, Allsop-branded webpage with interactive galleries and brochures.

Moreover, the system used a unique algorithm to analyse client behaviour over time and predict which clients were the most interested in specific opportunities, saving Allsop time by only engaging with interested parties and eliminating wasted client outreach.

The system Huddle produced for us has streamlined the due diligence process, made us more informed about investors and increased our value proposition for leads and existing clients.

Mark Dansky, Associate Partner – Allsop LLP

What next?

We continued to develop the system in partnership with Allsop through several phased updates.

After the initial rollout of the system, we gathered valuable client feedback and used this to launch a Phase 2 release focussing on improving usability and design.

Next, we found that the system was often being used in conjunction with spreadsheets and other tools. Phase 3 introduced new features into the system to eliminate the need for this.

We continue to work with Allsop to maintain and develop the system, supporting them to roll it out to their residential investments team nationally. Our work for Allsop has gone on to:

  • Be featured on the Innovation 100, showcasing the most innovative business ventures in the North West
  • Be shortlisted for Best B2B Project at the 2018 Big Chip Awards
  • Enabled us to be shortlisted for Small Agency of the Year at the 2018 Construction Marketing Awards