The Chartered Accountants’ Benevolent Association (CABA) is a charity that provides a holistic service supporting Chartered Accountants in need of financial support, counselling, advice, or information, as well as providing stress management and well-being training.
Prior to Workbooks CABA had been using a bespoke Access based system. However, growth and complexity meant that the existing system was becoming increasingly unmanageable and was time-consuming and prone to human error.
A single view of information and relationships has improved intelligence and enhanced marketing. Workbooks has brought the company together and improved the service it’s able to offer to its beneficiaries.