Chase De Vere story

Real time HR information at the touch of a button for independent financial advice firm

Chase de Vere is an award winning national firm with over 200 highly qualified independent financial advisers, delivering financial advice to individuals and business. It has 450 employees across 13 sites, with offices based in major cities and key financial centres, and advisers covering the whole of the UK.

The challenge

Chase de Vere’s internal HR system was 10 years’ old and the team wanted to replace it, and incorporate their payroll into the new system. They were working with three standalone systems – holiday and absence, personnel and payroll – and wanted to streamline the way HR worked without losing any of the functionality. Employee self-service was high on the wish list too, as it made sense for the way the business operated. As a growing business, Chase de Vere wanted a high functioning HR system that would help them meet ambitious goals.

“We had a huge requirements document, and initially looked at over 100 companies. We chose XCD HR because they could do it all, and we loved their flexibility. I can make the system work the way I want.”

Gillian Horley, HR Systems and Informations Officer, Chase de Vere

The solution

We initially configured our out of the box solution -XCD lite – to rationalise HR within the business, and get self-service up and running. We’re now working closely with the Chase de Vere team to incorporate payroll.

The results

Efficiency, control and visibility have been achieved. Real time HR information is available at the touch of a button, and the system can grow to support Chase de Vere’s goals.

Gillian Horley, at Chase de Vere, continues:

“Everything you would traditionally have within an employee paper based file can now be contained within the one system. I’ve got the ability to store documents, correspondence, everything is in one place. That’s the advantage, and it’s the same for our employees. They have self-service access so they can also look at previous performance appraisals themselves. We have our HR policies and procedures saved within the system so they can see all that in one place. This includes standard internal forms, any kind of forms they might need to notify us of things, they’re all in the system. As for team charts and organisational charts, I used to have to do them in Powerpoint and update them all the time, now it’s just automatic.”

Find out how to make HR work for you. Contact us.

“We wanted to move HR to the next level.”

Sam Webb, HR Manager, Sanden

Read more

“This is HR come of age.”

Amber Hyatt, IT Director, Hydrogen Group

Read more

“XCD HR works well with the way we like to do things.”

Gillian Horley, HR Systems & Information Officer, Chase de Vere

Read more

 

Powered by Salesforce

XCD is built on a technical platform you can trust – Salesforce. Salesforce has 150,000 clients and millions of users. It's secure, supported, and future-proof.