case studies

“We were having difficulty consistently giving appropriate names to documents we are required to upload into our case management system for regulatory purposes.  We had a written procedure, but it was long, difficult to follow and clearly wasn’t working.

We asked Patrick to prepare an infographic displaying visually what we were seeking to achieve.  Patrick analysed our procedure (discovering in the process a redundant procedure which we were able to dispense with) and produced, in short order, two A4 branded graphics dealing with our issues. These were well received by our staff and we are starting to see an improvement in our process as a consequence.

Patrick was great to work with.  He understood what was required and dealt with our work quickly.  Should we have the need in the future, we will certainly use Patrick and I would recommend him to anyone needing this service.”

Scott Rasmusen

Partner, Property Department – Gibson Kerr

Edinburgh Law firm Gibson Kerr approached me with a textbook Information Design problem: their internal process document for meeting statutory anti-money laundering measures within their CRM was a six page two-and-a-half-thousand word document.

The document was so confusing that giving it to four different staff members you’d get eight different outcomes.

They’d identified a flowchart might solve the problem, but couldn’t navigate the document to produce one in house. I had been recommended as someone who might help. While designing flow diagrams for the two processes their document actually outlined, various redundant steps were identified and removed leaving them with two single page, branded flow diagrams staff can follow reliably and consistently.