Smart Processes, Smarter Business: A Process Transformation Blueprint
From 20+ systems to one platform: How IRIS documented 550+ processes and fixed 87% of broken customer touchpoints
The challenge
IRIS Software Group is a global provider of mission-critical, cloud-hosted software solutions and services to more than 100,000 customers across 135 countries. For nearly 50 years, IRIS has been a trusted partner to businesses, finance, HR and payroll teams, educational organisations, and accountancy firms of all sizes, providing innovative operational solutions that streamline complex processes, maintain compliance and unlock growth.
Most growing companies face some operational headaches, especially when they expand through acquisitions alongside organic growth. As IRIS scaled, the more complex their internal processes became. They had 20+ different CRM systems running across various business units, multiple billing systems that didn’t talk to each other and processes that varied wildly depending on which product line you were dealing with.
Internally, key business knowledge was often held in individual expertise or across different tools like PowerPoint, Excel spreadsheets and Visio diagrams. This made it challenging to manage change across the organisation.
Mission critical to mission possible
IRIS decided to tackle this head-on by adopting Liberty Spark, our process mapping and improvement solution. They started by focusing on their order-to-cash process, which became the foundation for their new target operating model. They ran workshops with the Liberty Spark team, combining training with actual process mapping. With Liberty Spark, the team could easily then map processes live in workshops with stakeholders and subject matter experts.
“Using Liberty Spark, we identified over 600 improvement opportunities. Having that in a report to instantly show to senior leadership has helped to inform their decision making because cold hard facts gave the direction.”
Jenna Taylor
Senior Business Analyst – Transformation Team, IRIS Software Group
The solution
One of the biggest wins came from their Professional Services Team.
Because IRIS works across accountancy, education and human capital management, each product had different implementation timescales and approaches. The team documented every single product implementation process, identified all the touchpoints and figured out what was standard across consultants, training staff and technical personnel.
They created self-service options for customers who wanted to self-serve alone, complete with training videos and academy resources. They’re now able to give customers a choice in how they want to be supported.
The process transformation has had a real impact on how people work at IRIS.
New employees now get a complete view of the business architecture during onboarding. Instead of hunting around SharePoint, HR systems and training platforms, everything they need is in one place – processes, standard operating procedures and the resources and tools to do their day-to-day job.
They’re tracking success through customer satisfaction (CSAT) scores, Net Promoter Score (NPS) and their internal employee engagement tool called Peakon It’s not just about making customers happy – they want their own people to understand their processes better and know who is responsible for different steps.
IRIS plans to integrate Liberty Spark with its learning management system, business design authority and AI council to enhance process visibility and automation. This supports their broader “AI everywhere” strategy focused on driving intelligent transformation. They expect to implement some of the customer journey improvements they’ve identified within 6 months.
Longer term, Spark will enable them to instigate regular process health checks with defined ownership, a robust governance framework for continuous improvement and to expand their Centre of Excellence through their Business Analyst team.
“When we mapped our entire customer journey, we found 150 customer touchpoints. Out of those, 130 were areas where we saw we were delivering value, however it highlighted opportunities for improvement. Seeing it from that visual perspective wowed people and showed the scale of what we were trying to achieve.”
Jenna Taylor
Senior Business Analyst – Transformation Team, IRIS Software Group
The result
Process documentation 550+ total processes identified for documentation across the organisation and 283 processes already documented (approximately 50% complete)
Opportunity for improvement 600+ improvement opportunities identified and catalogued
Customer journey mapping 150 customer touchpoints mapped across the entire customer journey, with 130 touchpoints identified for improvement and 20 completely new processes to be introduced
Business intelligence 203 business abbreviations and terms documented in the Spark comprehensive glossary
Enhanced reporting Delivering real-time impact analysis capabilities for proposed changes and resource allocation insights leading to staffing adjustments
Operational improvements Centralised process repository replacing scattered documentation and automation opportunities clearly highlighted
Consistent customer experience Across all product lines
Improved resource management Through process time and cost quantification
Enhanced change management With clear impact assessment capabilities
Collaborative process improvement Increased buy-in from staff thanks to visual, simplified process mapping
Data accuracy Reduced spreadsheet dependence.
A foundation for future success
IRIS have shown what’s possible when you tackle process mapping systematically. The journey’s not over – they’re about halfway through their process documentation and have ambitious plans for the next phase. Using Spark’s intelligent process management, they want to ensure regular process health checks and reviews. Building a robust governance framework for continuous improvement they can also look to integrate AI and automation where it makes sense.
Beyond the numbers, they’ve improved how their customers experience their services and created an employee culture where people are actively involved in improving workflows with a centralised, searchable repository.
Holland & Barrett adopted our process mapping solution, moving away from static, traditional tools. This shift enabled decentralised ownership of processes and fostered stronger collaboration and engagement across teams.
To expand and evolve, while maximising efficiency, Charlie Bigham’s needed a process mapping and improvement solution. Liberty Spark, our process improvement solution enabled managers to document, centralise and connect processes – bringing them to life.
Page Outsourcing, a leader in recruitment process outsourcing (RPO), offers hiring solutions for business transformations and a wide range of managed HR solutions. By adopting Liberty Spark, Page Outsourcing were able to streamline process mapping and enhance stakeholder management efficiently and many more benefits.