Challenge
AdviserPlus, a private equity-backed HR and employment law specialist, had outgrown its core legacy systems. The platform was fragile, difficult to scale, and posed increasing security concerns. Manual and inconsistent operational workflows limited growth and made it harder to attract larger enterprise clients. AdviserPlus needed a modern system architecture that could support rapid expansion, enhance service quality, and instil confidence in investors and customers alike.
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Solution
Equator collaborated with AdviserPlus to redesign its system architecture and deliver a purpose-built workflow platform. The focus centred on scalability, automation, and resilience, while improving usability for both internal teams and clients.
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- Designed a new information architecture and end-to-end user journeys.
- Built the platform on Umbraco to offer flexibility and ease of content management.
- Developed a custom workflow engine aligned with best-practice standards.
- Introduced an intelligent decision tree to automate and streamline case management.
- Rebuilt internal and external portals to enhance usability and engagement.
- Established a central workflow engine as a single source of truth across the business
Results
- Reduced operational risk and improved platform security
- Increased efficiency through automated case handling
- Improved credibility with larger, more complex clients
- Early evidence of improved scalability and profitability
Outcome
AdviserPlus now operates on a resilient, future-ready digital platform that unlocks previously inaccessible value. The new workflow engine provides the basis for sustainable growth, supports increased business volumes, and reinforces AdviserPlus’s position as a scalable, PE-backed market leader.