Small Process Fix, Big Impact:
A Students’ Union Mini Case Study
Every students’ union runs on the same bookkeeping principles. What’s different is how they work; their processes, their reporting, their systems.
We take the time to understand all three. That’s how we spot the friction other advisers miss. Often, the answer isn’t a new finance system.
Take Greenwich Students’ Union. We didn’t change their system. We built a simple form inside their existing Office 365 setup, using Power Automate.
Now, when someone submits a ‘Sales Invoice Request’, it updates a central list and emails Finance automatically. No new software. No extra cost. Just their existing tools, used better.
The result: fewer emails, instant clarity on what to invoice and when, faster debt collection and better cash flow. It’s a small change. But it’s exactly this kind of thing that makes a students’ union run more smoothly.
We love simplifying processes for students’ unions and we think we’re pretty good at it. Don’t just take our word for it. Greenwich’s Management Accountant, Timothy Lowe ACA, agrees.
“Joseph has a knack for making complicated things simple. He designed a new process and clearly explained the functionality behind it. It now provides informative analysis of data and improves the Union’s financial protocols.“
Timothy Lowe, Management Accountant, Greenwich Students’ Union

