Loughborough, LE11 3QF,
United Kingdom
Access Group
Access Group, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Access Group collaboration with software players such as Pulse Software, The Access Group and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| Access Group | Pulse Software | Pulse Talent Employee Performance | Performance and Goal Management | HCM |
| Access Group | The Access Group | Access Legal Document Management | Document Management | Content Management |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Ronald Mcdonald House Charities Western Australia | Non Profit | 80 | $15M | Australia | Pulse Software | Pulse Talent Employee Performance | Performance and Goal Management | 2023 |
In 2023, Ronald Mcdonald House Charities Western Australia implemented Pulse Talent Employee Performance as part of a best in class HR stack. The deployment emphasized the Recruitment and Performance modules within the Performance and Goal Management category to centralize recruitment and appraisal processes across Western Australia.
Pulse Talent Employee Performance was configured to support end to end recruitment workflows, including requisition management, candidate lifecycle tracking and interview stage orchestration, together with performance management workflows for goal setting, appraisal scheduling, review cycles and competency assessments. Automation of administrative tasks and standardized review templates were applied to reduce administrative time and improve adherence to goal setting and review processes. Configuration focused on straightforward workflows and role based access appropriate for an 80 person nonprofit, aligning HR and hiring manager visibility.
The implementation was recommended and delivered in partnership with Access Group as the SI VAR, and integrated operationally with payroll partner Access Definitiv to align with the wider HR and payroll stack. Governance established centralized HR ownership for recruitment and appraisal policy, standardized templates and review cadence across sites, and a staged rollout across Western Australia targeting HR, hiring managers and program operations. The deployment improved employee experience while reducing administrative effort and strengthening formal goal setting and review discipline.
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Virtus Law United Kingdom | Professional Services | 10 | $1M | United Kingdom | The Access Group | Access Legal Document Management | Document Management | 2015 |
In 2015, Virtus Law implemented Access Legal Document Management, Apps Category . The deployment was delivered with Access Group as the implementation partner and targeted the Manchester based Personal Injury practice to automate client onboarding and accelerate case commencement.
Configuration work within Access Legal Document Management focused on template driven document pack generation, case documentation orchestration, and secure electronic signature pack creation, enabling automated production of engagement and case opening documents. Access Legal Document Management was configured to support document management, version control, and workflow automation for intake to case creation activities.
Integrations implemented included connections to medical agencies to streamline retrieval of records and secure electronic signature workflows to complete client and third party signings, supporting end to end intake and case file consolidation. Operational coverage centered on the Personal Injury practice and associated administrative teams, consolidating client files and case documentation into the Access Legal Document Management repository.
Governance and process changes established template governance, role based access controls, and revised onboarding workflows to reflect automated document generation and e-signature handoffs, with Access Group overseeing configuration and rollout. The implementation reduced administrative overheads and enabled near instant case commencement in Virtus Law’s Personal Injury practice.
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Walker Foster | Professional Services | 60 | $8M | United Kingdom | The Access Group | Access Legal Document Management | Document Management | 2016 |
In 2016, Walker Foster implemented Access Legal Document Management, deploying Access Group’s Proclaim practice and document management solution as a Document Management system across the firm. The rollout covered approximately 50 staff in the Conveyancing and Probate teams in the United Kingdom, with the Access Group acting as implementation partner to digitise processes, eliminate paper and centralise workflows.
The implementation emphasized document management capabilities and a configurable KPI and dashboard toolset. Access Legal Document Management was configured to produce automated document packs for case workflows and to centralise version control, search, and audit trails, while the Proclaim practice elements supported matter-level intake and case tracking. The deployment used role-based access and configurable templates to align with conveyancing and probate operational procedures.
Operational coverage focused on practice operations, document control, case administration and reporting in Conveyancing and Probate, with regional rollout constrained to the United Kingdom offices. Governance changes included centralized workflow orchestration and standardization of document creation and approval processes, supported by the KPI/dashboard functionality to surface productivity and performance indicators to practice managers. The program delivered measurable savings on paper, postage and printing, and improved KPI visibility and productivity as stated in the case description.
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Professional Services | 45 | $8M | United Kingdom | The Access Group | Access Legal Document Management | Document Management | 2019 |
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