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Case Study

Best of Breed Approach

Here’s how one NZ firm adopated a best of breed approach choosing XPM, FYI, FuseSign, FuseDocs and CAS360 (BGL) to optimise their workflow and improve their client service. 

Details
Compay Name: Wallace Diack
Location: Marlborough, NZ
Practice Management: Xero
Document Management: FYI

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“FuseWorks exceeded our expectations”

 

Jason Gluer, one of the directors at Wallace Diack, recognised that the existing legacy systems were hindering the firm’s efficiency and growth potential, with a need for an automated and interconnected system to optimise their operations and improve client services.

Jason believed in adopting a “best of breed” approach, acknowledging that there isn’t a single product that does it all.

After an extensive year-long research, they discovered FuseWorks as the perfect solution to integrate with their core software stack and streamline their accounting processes. The core stack, consisting of XPM, FYI, FuseSign, FuseDocs, and CAS360 (BGL), formed a powerful combination of tools that optimised their workflow and promised to significantly improve client services at Wallace Diack.

JASON GLUER’S APPROACH TO ADOPTING NEW TECHNOLOGY
Jason’s approach to the adoption of new technology involves posing fundamental questions aimed at optimising its implementation and deriving maximum value. These pivotal questions encompass

HOW DO WE APPLY IT?
HOW DO WE USE IT?
HOW DO WE GET VALUE FROM IT? 

FuseWorks exceeded our expectations. We're really driven from the partners down, and everyone uses it on a day-to-day basis.  We're getting great rewards from it.

- Jason Gluer, Director, Wallace Diack