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As we move through March, Corporate Services is well and truly in build-and-deliver mode. Many of the initiatives we’ve been talking about over the past year are now live, in pilot, or reaching exciting milestones — and the momentum across the business is strong.
Behind the scenes, teams across IT, Marketing, Finance, People & Culture and Operations are working together to simplify how we work, strengthen the client experience, and set Ulton up for its next 100 years. Here’s a snapshot of what’s happening — and what it means for you.
(And don’t forget to check out Hannah’s People & Culture update for all things people-related.)
Our focus on delivering consistent, high‑quality client experiences continues through The Ulton Way and Project Superhornet.
Ideal Client Profiles – Expanding Across the Firm
Have you noticed our Ideal Client animations for Business Services and Insights on our internal TVs? Our ideal client profiles help us better understand who we serve, how we add the most value and how we tailor our approach across every service line.
Ideal Client workshops are currently underway for Audit and Morgans, with WM Ideal Client animations still in development.
If you’re new to Ulton, we encourage you to read more about our Ideal Client profiles here.
Project Superhornet – Recalibrating for Impact
Progress on the skill‑sharing phase of Superhornet has been slower than planned due to talent resourcing constraints. Due to this, we are recalibrating our project plan and re‑sequencing activities to ensure the next phase is realistic, sustainable and impactful.
Superhornet remains a critical long‑term investment in capability uplift and client experience — and we’re committed to getting the foundations right before scaling. To learn more about the objective of Project Superhornet, click this link to read more on what’s been covered.
Website Redevelopment – Nearly There
The new Ulton website is in its final stages, with build and content being completed by our digital marketing consultant. The refreshed site will be:
More intuitive and client‑focused
Better aligned to our services and Ideal Client work
A key platform for our centenary messaging
Delivery is expected by the end of March 2026.
Ulton Centenary – 100 Years Strong
Our centenary celebrations officially kicked off at the Town Hall on 4 March, marking an incredible milestone for Ulton. It was a great moment to pause and reflect on the journey so far, and to recognise the people who have shaped the business along the way. To mark the occasion, team members were gifted commemorative polos and hats, creating a shared sense of pride as we step into this milestone year together.
Looking ahead, there’s plenty more to come.
Our signature centenary event will be Ulton Race Day on Saturday, 20 June. Set to be a highlight of the year, the day will bring together clients, partners and our team in a setting that feels both celebratory and considered. There’ll be a few thoughtful nods to our history, alongside the opportunity to connect with clients in a more relaxed and social environment, something that sits at the heart of how we build and maintain relationships.
Later in the year, we’ll come together again for the Ulton Annual Dinner on Friday, 14 August. This will be another important moment to reflect on our journey, celebrate our people, and look ahead to what the next chapter holds.
You’ll also start to see our centenary come to life more visibly in the months ahead. Our centenary logo will be rolled out across social media, featured on our front-of-house screens in Bundaberg, and incorporated into updated billboard creative at the Bundaberg airport, helping us share this milestone more broadly with our community.
It’s a significant year for Ulton, and one we’re proud to celebrate together.
A huge amount of progress has been made across our technology initiatives — many of which are now live and delivering real value.
Completed & Live
For our new starters — and as a reminder to everyone — the following projects are done and embedded:
Purchase Order System – simplifying POs and reimbursements.
Microsoft 365 Copilot – available to all team members, with training and a growing community.
Scribe – transforming how we document processes and onboard new team members.
VITG Client Portal Desktop App – a faster, clearer way to log and track IT support requests.
Faster and higher quality IT Onboarding for New Starters - Our role‑based onboarding automation is now fully implemented, delivering a faster, more consistent and low‑stress tech setup for new starters across all roles and locations.
These tools are already saving time, improving consistency, and making day‑to‑day work easier — thank you to everyone embracing them.
Thank you to everyone who took the time to contribute ideas to the AI Opportunity Survey – where we asked teams to identify their top opportunities for automation and smarter ways of working. We received 25 responses. The quality and thought behind the suggestions clearly show how engaged our team is in improving the way we work.
Following a review and discussion with the partners, we’ve agreed to focus on a small number of high-value initiatives that have the potential to deliver the biggest efficiency and productivity gains across the firm.
Our priority focus will be on the following items:
ATO Portal automation opportunities
Statement of Assets and Liabilities automation opportunities
Alongside the efficiency-focused priorities, we are also exploring Daily Client-in-Office Visibility automation to support improved client relationship management and visibility.
What happens next? Each priority focus will complete a short scoping phase to better understand the current process, effort involved, benefits and delivery complexity. Depending on the outcomes, development work may be completed internally or outsourced. After the scoping sessions we will be able to establish project timelines.
We look forward to bringing the wider team updates as we explore these AI opportunities. As solutions are completed, we’ll return to the existing list of submitted AI opportunity ideas and seek new suggestions from the team, before identifying our next priority focus items.
Remember, the survey remains open – so please submit any ideas as they come to you. Your input directly shapes what we work on next.
SharePoint Modernisation – Where We’re At
This is a large and complex project that brings together multiple capabilities into a single, modern platform. The scope includes:
Due to the complexity, this work is being completed in phases. We are currently in the build phase of the project, with development underway on the intranet, hub pages and our new knowledgebase. Migration planning and pilot activity will follow as we move through the next stages.
The new intranet and knowledgebase are planned for release before the end of the financial year, aligning with the planned product end-of-life of HowNow.
HowNow Retirement – What This Means for Teams
HowNow will continue to be used as business as usual until the intranet, hubpages and new knowledgebase is completed.
We’ve also been reviewing alternative solutions to the HowNow complex workpapers. As part of this work Thomson Reuters OneSource has been identified as our FBT replacement solution. Log‑on details will be shared with accounting teams as onboarding is completed in the coming days/week. We are continuing to explore solutions for other complex workpapers and will share updates as decisions are made.
In our last update, we shared that the MYOB Modernisation Project is a significant, staged transformation and that we were waiting on MYOB to complete the development of key product features before progressing further. Since then, we’ve had further discussions with MYOB, which have provided more clarity on how their roadmap impacts our plans.
What’s changed?
What does this mean for the team?
Rather than moving into platforms that are still evolving or not yet fit for purpose, we are taking the time to ensure any future change is stable, scalable, and genuinely improves the way we work.
The MYOB Modernisation Project remains a long‑term, staged journey, and we will continue to share updates as the picture becomes clearer.
Thank you for your adaptability, your ideas, and the energy you bring to these changes. There’s plenty more to come — and it’s exciting to see so much moving from concept into reality.
Ammie Cauchi
Chief Operating Officer
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