Lean process as a methodology has its origins in the automotive industry, most notably with Ford and Toyota. The guiding principles of lean remain absolutely valid today.
Jigsaw Tree is a dynamic and innovative business support company specialising in the financial services sector.
To help Adviser practices improve the delivery of their client propositions…….Learn more.
To help Adviser technology providers grow the adoption of their solutions…….Explore further.
We achieve this by offering both consultancy services and an outsource solution, which are designed with your needs in mind.
We love to listen to advisers talk about their businesses. Tell us about your vision for the future or let us help you with some thought leadership.
With a clear picture of who you are and where you want to be, our role is help you get there.
We can a build a plan of action that can pull together technology, people and process to create a model that enables you to deliver a compelling client proposition.
Our team have all worked in roles supporting adviser firms who want to deliver change through technology and with providers looking to deliver innovative solutions to the market.
We are specialists in adviser technology with long track records in the CRM and Platform markets and have also spent time working in adviser firms.
It is our passion for our subject and willingness not just to design change but to plan and deliver, that makes us different.
I could start this blog with a tried and tested quote about change but I suspect you have heard them all before. What I hope will be of more interest is a framework for planning strategic change in your business.
Having worked on many change initiatives I have found that there are some consistent components to achieving success.
As a business we realised that we needed to implement a new organisational structure and to put in place the systems to grow our business. We worked with Jigsaw Tree for three or four months, where she engaged with each member of staff and from these interviews we were able to put in place a new structure. As the staff helped build the new model, they were delighted, as were Rob and I as business owners. I would highly recommend Jigsaw Tree they were professional, caring and really fun to work with.
Jigsaw Tree provided us with comprehensive project management support to assist in our transition to direct authorisation. Furthermore they have helped create a suite of standard processes and their advice has had a really positive impact on how we use technology in our business. We signed up for their outsource Income Reconciliation service to provide us with the robust controls, over revenue recording and reporting, we needed as a directly authorised business. Our experience has been strong and it means we can focus on working with clients. We were so impressed with their contribution that we now work with them on a quarterly basis to provide on-going Practice Management support, which is making a positive different to how we manage FiveWays."
Jigsaw Tree process modelling workshops mean we now understand the effort and cost to deliver our service. As a consequence we can target our resources appropriately to deliver efficiencies for the business and increased value for clients.
Due to historical issues we knew that the data we held on Adviser Office was not clean enough to use with any confidence but we didn't know how to resolve the issue efficiently. The assessment report we received from Jigsaw Tree amazed me in terms of the depth of information they could retrieve and the clarity of the plan to resolve the issues. We are not “techies” but having met Chris, I feel like a weight has been lifted off my shoulders.
Whilst we knew that we needed to look at how we were using technology within the business, we realised that we didn't have the knowledge internally to be able to fulfil this piece of work. By bringing Jigsaw Tree into the business we have been able to see straight away how their detailed knowledge of FS technology and their use of process modelling technology has had a huge positive impact on the business. By driving the use of technology through the business, we are reaping the reward of operational efficiencies in all departments.
We had confidence in the original proposal from Jigsaw Tree having worked with them previously. They delivered a great conference which had greater benefits than we first thought possible. Our clients and prospects really enjoyed the event and our staff found it a very productive day.
I would have no hesitation in recommending Chris and the services of Jigsaw Tree. She is highly professional and impartial with a great acumen for business practices
Jigsaw Tree carried out a review of our technology platform to ensure that it was suitable for our developing needs and is now engaged in managing a project to improve the timeliness and accuracy of the company's MI.
I just wanted to say a very big thank you from everyone here for your help, direction, patience and good humour whilst recording our processes. We found it very useful having an objective and independent person steering us through, and we feel that we achieved a great deal during the time you were with us.