Harper & Lane – Managing internal projects and compliance

Our client's thoughts

“Our Outsourcerer keeps things moving in the background so the rest of us can stay focused on clients.” – Thomas Harper, Partner, Harper & Lane

Introduction

Harper & Lane is a financial consultancy working with regulated UK clients. As the team grew, so did the internal demands around documentation, reporting, and compliance.

The challenge

Internal compliance checklists, project updates, and reporting deadlines were being managed by senior consultants, taking time away from billable work. Important processes were being handled manually, and small admin errors were starting to cause delays.

The solution

We placed a part-time Operations Coordinator to manage internal processes, support compliance documentation, and track recurring project tasks. The Outsourcerer works closely with senior consultants to coordinate internal timelines, follow-ups, and weekly reporting.

The outcome

The team now has stronger internal systems, with clear visibility of what needs to be done and when. Compliance processes are managed without adding pressure to billable staff, and reporting is delivered on time and to a consistent standard.
 

If you’re seeking to enhance your online presence and drive growth, consider exploring how the professional and adaptive services of Outsourcery can support your journey.
Reach out today and start exploring the benefits to your business.


Get virtual support

Join our team