Supporting Strategies came to Firefield with a good problem to have: they were outgrowing the technology they used to conduct their daily business. As an outsourced bookkeeping company that had recently moved to a franchise model, their needs were not light.
They were in search of a platform that could replace and consolidate functionality that had been growing and evolving for a decade – a feature set now serving hundreds of employees, dozens of locations, and thousands of clients. This new set of tools would also need to be able to scale to accommodate Supporting Strategies growth while accommodating the evolving needs of its user base.
Firefield’s process started by taking stock of Supporting Strategies’ existing environment and workflows. What tools were currently being used? What worked well and what didn’t? Were key features and functions missing? What other services needed to be rolled up into a new platform? How might all these circumstances evolve over time?
With some answers in hand and more to be uncovered, we set out to design and build myWorkplace, a platform that was to be inherently feature-rich, yet modular enough for future franchise bookkeeping growth. myWorkplace was constructed as a combination of proprietary functionality and connections to established third-party tools.
In addition to developing feature sets like internal email clients, time tracking systems, task management toolkits and reporting packages, we also built the interfaces and logic required for myWorkplace to interact with applications such as Quickbooks Online.
Successfully bringing myWorkplace to market was no small feat. We needed to migrate millions of emails, onboard 35 bookkeeping franchises across the country, and ensure that hour-tracking and client billing didn’t miss a beat. As Supporting Strategies’ franchise, employee, and client counts continue their rapid ascent, myWorkplace has risen to meet their ever-evolving set of challenges and opportunities.