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63 Case Studies
A Bright Case Study
Praddy Financial Consulting, led by Praddy Velayuthan, needed a way to scale a geographically split team (two staff in the UK and seven in Sri Lanka) and move off paper and disparate Google Sheets/calendar systems so they could delegate compliance and advisory work, enforce internal deadlines, and monitor progress remotely. To solve this they adopted Bright’s AccountancyManager platform to centralize tasks, communication and client workflows.
Bright implemented AccountancyManager features such as Task Lists, Target Dates, Custom Tasks, email templates and an Email Manager dropbox, plus timesheets for workload analysis. The solution let Praddy delegate work confidently (growing from a solo role to a nine-person team), reduce repetitive email drafting, monitor pending jobs without micromanaging, and reprice clients based on tracked hours — delivering measurable improvements in staff productivity, client management and the firm’s ability to focus on advisory work.
Praddy Velayuthan
Owner