Case Study: Glover Stanbury achieves reduced costs, improved efficiency and standardisation with SmartSurvey

Using online forms & surveys to reduce costs and increase efficiency, standardisation and accuracy

Glover Stanbury, a firm of Chartered Accountants in Barnstaple, Devon, faced the need to reduce costs and improve efficiency, standardisation and accuracy in client and internal data collection. To avoid time-consuming paper forms, inconsistent processes and manual data entry, they turned to SmartSurvey’s online forms and survey tools to capture client and staff information securely and consistently.

SmartSurvey provided online forms with features like advanced skip logic and a dashboard for tracking respondents, plus bespoke internal questionnaires for HR and events. As a result, Glover Stanbury cut print costs, paper usage and the number of letters/forms required, sped up information sharing and follow-up, and improved the consistency and accuracy of their data — enabling more targeted services and greater operational efficiency.

Glover Stanbury

Kevin Salter

FCA CTA (Fellow)