The Client - The Association of Accounting Technicians (AAT) is a professional body established in 1980 to provide recognised qualifications and a membership body for accounting technicians. With over 100,000 members worldwide, AAT’s aim is to improve standards of competence and professional development in accounting and related areas.

The Challenge

As a membership organisation, AAT sends a lot of information by mail. However, the mail handling and postage processes were complex with many legacy agreements that were difficult and time consuming to manage. This was identified as a target area where Cost and Efficiency Optimisation could be achieved to help boost profitability and have a sustainable future impact. We also believed improvements could be made so we were asked to table a proposal on how we could achieve the goal.

What We Did

We conducted a CEO Assessment that compared current processes and contracts with our model of best practice. This included detailed cost and consumption profiling to identify and prioritise CEO opportunities. Based on the outcome we delivered a Value Optimiser project with recommendations on supplier rationalisation, process reconfiguration and standardisation of agreements. This included negotiating an agreement with a new dedicated external mailing house that provided a better service at lower cost. We also identified a significant VAT rebate that AAT were entitled to.