Sage Australia Business Index

Sage Business Solutions Australia has recently released the Sage Australia Business Index 2013 which highlights many valuable insights gleaned from their annual survey of Australian Businesses.

Below is an excerpt from the study:

This Sage investigation into Australia’s business confidence in 2013 confirms that business conditions have deteriorated within the past year and the outlook for the remainder of 2013 remains bleak. Last year’s Sage Business Index highlighted a concerned, cautious business sector reluctant to invest, but prepared to do so once they believed economic conditions were improving. Unfortunately the attitudes and expectations expressed in the Sage Australia Business Index 2013 suggest that leaner times are afoot and the right conditions for investment have not eventuated.

Within this challenging economic environment the Australian business landscape in 2013 is also being substantially affected by the use of mobile and handheld devices. Across both internal and external business functions, organisations are challenged daily by technological change, much of which is being driven by employees and the consumer. At this critical point in the mobile revolution, how businesses respond to and cope with this change will shape not only businesses themselves, but also significantly influence their likely future success.

This report takes a detailed look at current business attitudes towards a range of subjects including:

  • Current and predicted business confidence levels
  • Concerns around economic issues.

The report also investigates what is happening in Australian businesses in relation to three key technology areas: staff mobility; enterprise mobility; and business use of and demand for mobile applications and mobile optimised websites.

Based on a wide-ranging market research program involving interviews with more than 400 business owners and decision makers across all business sizes, this report breaks new ground in providing a validated understanding of issues including:

  • Business policies, uptake and the perceived value and benefits of mobile enabling staff
  • Relevance, uptake and the perceived value and benefits of mobile enabling the workplace
  • Current uptake and future plans for businesses regarding mobile applications and mobile optimised websites.

This study into the relationship between Australian business and mobile technology, and its examination of broader prevailing attitudes, provides clear insight into how Australian companies are operating today.

Click here to download the document.

Dixon Advisory chooses Sage

Dixon Advisory is one of Australia’s leading independently owned financial advisory firms. Established in 1986, the organisation spent its first 15 years developing a small but loyal client base and a solid business foundation. In early 2000 management change saw Dixon Advisory embark upon a dramatic expansion strategy built around the delivery of family and self-managed superannuation services, financial planning, property and mortgage advice, estate planning and other related services. Within 12 years the company grew from three people to more than 350 employees.

Today, Dixon Advisory boasts a client base of more than 15,000 families with a combined asset base in excess of $4 billion. The firm has offices in Canberra, North Sydney, Melbourne and on Queensland’s Fraser Coast. Following the establishment a few years ago of a strategic property investment listed Australian company, Dixon Advisory also maintains an international office in New Jersey, USA. All offices are connected via a private network.

Adapting to growth

Dixon Advisory is a company of two distinct phases. There’s the pre-2000 organisation with three employees and there’s the turn-of-the century firm that has powered ahead. The earlier version required cost-effective yet professional support tools and systems suitable for a small business. Key among these were multiple Sage ACT! contact management databases and a small business finance package.

As Dixon Advisory grew, the directors were focused on ensuring that the personalised service levels provided to clients were not diminished by a larger firm – a client today receives the exact service model they did prior to 2000 (in fact now that Dixon has established economies of scale, clients receive even more personalised attention than in the past).

As client numbers and business complexity grew however, the small business solutions were no longer capable of meeting all of Dixon Advisory’s needs. Client relationships were the backbone of the firm’s business, yet with numerous databases, there was no easy way to achieve a single view of the customer or to quickly understand all recent interactions.

Andrew McPhillips, Director, Chief Technology Officer at Dixon Advisory explains, “As we started to get to 100 employees we found we had multiple people dealing with a client at any point in time across different services. To avoid duplication or inconsistencies with client communication, we needed an enterprise-grade CRM [customer relationship management] solution, one that would provide a central place for all client contact information, correspondence and documentation.”

A Sage decision

McPhillips began researching alternative CRM solutions. Out of all the options, one solution stood out: Sage CRM. Available through the cloud or for deployment as a traditional in-house solution, Sage CRM had the capacity, document management and workflow capabilities that Dixon Advisory needed.

“It was a good fit,” McPhillips admits. “Cloud was very new and scary at the time so we adopted the on-premise model. The ability to build in workflows was a big attraction. Plus we were at a stage where we needed to upgrade our document management system. When we looked at the Sage CRM document management functionality, we realised it could manage 95 per cent of what we needed without the need for us to invest in a separate piece of software.”

Other draw cards included a foundation of SQL Server, a technology that was already familiar for McPhillips’ team, and a web front-end which ensured the application would be easily accessible from all offices.

To download the success story please click here.

News

Announcement of Business Name Change

As our new website indicates, we have recently changed the name of our business from Longley Stapleton to Accsys Consulting.

There has been no change in management and we will be providing the same products and expert services on which we have built our reputation since 1992.

Our mailing address and telephone contact numbers have not changed.

Emails should now be directed to firstname.lastname@accsysconsulting.com.au

We would like to take this opportunity to thank you for visiting our new site, and we look forward to continuing to work with you into the future.