How Brexit Influenced RLSS's Accounting Transformation: A Case Study

Stuart Ellis, Senior Head of Finance, and Tony Weston, IT Consultant at The Royal Life Saving Society, join us to discuss their Sage journey and discuss how Brexit accelerated the modernisation of their finance processes. With the UK withdrawal from the EU on the horizon, RLSS needed to ensure smooth business operations, but it required significant changes to stay ahead.

“We first realised we needed to make a change to our accounts package in 2021 due to Brexit, we had a trading company over in Northern Ireland, and we realised it was going to create a number of issues for us if we’d kept the business out there. Once we’d brought the business in-house, we realised that the old accounting package really wasn’t fit for purpose”

Stuart Ellis, Senior Head of Finance

We know that Brexit has brought significant challenges for many businesses, and navigating these changes can feel daunting. RLSS turned to Tony for expert advice on helping them select the best partner and accountancy solution for their needs. With his extensive experience, Tony understood the critical importance of choosing the right partner to ensure the smooth and successful implementation of a new system.

Tony carefully evaluated RLSS's needs, understanding that a one-size-fits-all solution wouldn't be effective in the complex post-Brexit environment. He and Stuart initiated research, which led them to discover Datel—sparking the beginning of a valuable partnership. Together, we conducted a comprehensive review of RLSS's current finance processes, pinpointing areas for increased efficiency and identifying potential risks to mitigate.

“We felt confident that we had chosen not only the right product, but the right partner as well. Sage Intacct delivered the change the organisation needed; it needed to modernise itself, it needed to be future proof”

Tony Weston, IT Consultant for RLSS

The Datel team worked closely with RLSS throughout the implementation process. Our hands-on approach ensured that the transition was seamless, minimising disruption to daily operations.

“Datel took us in a structured way through the delivery of Sage Intacct. Rather than come with a blank sheet of paper, there was a magic-mix spreadsheet of all the questions that needed to be answered.” 

Tony Weston, IT Consultant for RLSS

At Datel we pride ourselves on our ongoing partnership, ensuring that RLSS is well-equipped to manage a new Sage Intacct system and take full advantage of its vast capabilities.

As a result in working with Datel for their Sage Intacct implementation and support, RLSS not only navigated the Brexit-related challenges effectively but also positioned themselves for future growth.  With a streamlined accounting process using Sage Intacct RLSS now has greater financial clarity to enable strategic decision-making.

Watch our video case study below to find out how Sage Intacct has transformed RLSS's financial processes.