Hood Sweeney Securities (HSS), a service offering of Hood Sweeney, is a South Australian professional services firm with almost 50 years of experience working with clients across diverse and connected service offerings, from accounting to business advisory, financial planning, technology, and growth consulting. The company's 140 staff members support more than 3,000 professional and business clients from healthcare providers to farmers, small-to-medium-sized businesses (SMBs), family businesses, and businesses ready to grow, across its Adelaide head office and Clare, Kadina, Port Augusta, and Whyalla regional offices.
With M-Files, Hood Sweeney Securities was able to achieve:
- 2 hours saved per week on document sorting
- 20-25 hours saved per annum on file room resource use
- 15-20 minutes saved per statement of advice
- Reduction from weeks to days in processing compliance documentation
"Gone are the days when HSS staff had to manually sort through mountains of mail and file them. Gone are the days when the team wasted time trying to find related documents used to prepare a Statement of Advice when it needed to be checked or referenced later. Now, we can retrieve documents in seconds, enhancing efficiency significantly."
- Celine Barnes, Advice Business Manager, Hood Sweeney Securities
Partner: Orlo One
Read the full story: Hood Sweeney Securities Case Study
