Case Study: Morris Owen achieves unified client management and automated practice workflows with IRIS Software Group

How Morris Owen have combined client relationship and practice management to achieve best practice

Morris Owen, a long-established firm with offices in Swindon and Cirencester, was struggling to track work across multiple departments and found their existing accounts production software inadequate. After attending an IRIS Software Group seminar, IT partner Ian Sumbler led a phased move to IRIS systems, adopting IRIS Accounts Production, IRIS Company Secretarial and IRIS Practice Management (the CRM element) to refocus the practice around the client.

IRIS Software Group implemented a phased rollout of the IRIS Accountancy Suite—accounts, company secretarial, tax modules and IRIS Practice Management—along with customisation using IRIS AutoMail and a single shared database. The solution delivered a central client screen and shared numerical data that removed re-keying, automated workflows, improved informed client communications, achieved firm-wide staff adoption and strengthened customer retention, realizing the productivity gains Morris Owen sought.

Morris Owen

Ian Sumbler

Partner