Corporate Services News
As we edge closer to the end of the year, Corporate Services is buzzing with activity behind the scenes. Many of our projects are in the “loading” stage, and we can’t wait to share the results of this hard work in the new year. For now, here’s a snapshot of what’s happening — and why it matters (and don’t forget to check out Hannah’s People and Culture updates here).
The Ulton Way & Project Superhornet
Our commitment to delivering exceptional client experiences continues to take shape through two key initiatives:
- Ideal Client Animations
Since our last update, we’ve created animations to help educate the team about our Ideal Clients for Business Services and Insights. Check out our Ulton TVs currently showcasing James Whitlam, representing high-net-worth individuals.
These profiles help us understand client needs deeply, tailor our services, and communicate in ways that resonate. Our Marketing team is working with Wealth Management to replicate their ideal client personas using the Ulton template. We’ll share these soon, followed by profiles for Audit and Morgans to round out this work in the new year.
- Project Superhornet – Client Experience Framework
In the last update, we introduced the Client Experience Framework — a structured, repeatable approach to client engagement within the Insights team. It outlines processes, meeting agendas, templates, and responsibilities across all stages of the client journey, from initial contact through to service delivery and reporting.
This framework ensures consistency, professionalism, and operational efficiency across Ulton, and it’s pivotal for upskilling non-Insights team members (which is at the heart of Project Superhornet). Training for Business Services team members is the next stage, but this has been delayed as we prioritise recruitment efforts and remain mindful of the busy tax season for Business Services.
If you’re new to Ulton, a little more background on Project Superhornet and The Ulton Way might be helpful. Read more here.
Marketing in Motion – Shaping Ulton’s Next Chapter
Our marketing team isn’t just delivering projects — they’re shaping how Ulton connects with clients and celebrates its legacy:
- Corporate Video
Filming wrapped up in Brisbane on 31 October, and the video is now in post-production with narration and sequencing underway. This isn’t just a video — it’s our story. It will showcase Ulton’s values, expertise, and people, creating a strong emotional connection with clients and reinforcing trust in our brand. Expect a sneak peek in the coming month!
- Website Redevelopment
We’re on track for a February 2026 launch. Sitemap is complete and copy reviews are underway, and homepage and service page designs are being finalised before development begins. This new website will be our digital front door — modern, intuitive, and client-focused. Improved navigation and fresh content will make it easier for clients to engage with us and position Ulton as a forward-thinking firm.
- Centenary Branding
Next year Ulton turns 100! The 100-year centenary branding project is underway, with the logo currently in design. This milestone is more than a celebration — it’s a statement of longevity, trust, and innovation. The branding rollout in 2026 will honour our heritage while signalling our commitment to the future, strengthening pride internally and amplifying our reputation externally.
Tech That Transforms – Smarter Systems for Smarter Work
Technology at Ulton isn’t just about systems — it’s about creating tools that make your day easier, faster, and more connected. From AI-powered assistants to streamlined onboarding and modernised platforms, we’re investing in solutions that free up time for what matters most: delivering great outcomes for our clients and supporting each other. Here’s what’s happening behind the scenes:
- New Purchase Order System – LIVE!
In October our Finance Team rolled out a new Purchase Order (PO) system. The system is designed to make submitting purchase orders and expense reimbursements smoother, faster and more intuitive – and it’s delivering! Team members are using it effectively and are sharing their positive experiences about the new system regularly with our Finance team.
- Copilot – LIVE!
All Ulton team members now have access to Microsoft 365 Copilot! Weekly training modules and two dedicated sessions have helped everyone get started. If you missed the latest Best Practice training, head to ELMO for the recording and resources. If you still need some encouragement to become best friends with Copilot, here’s a tip:
Start small — ask Copilot to summarise your next meeting or draft a quick email. Treat outputs as a draft and refine for accuracy.
Need encouragement or have any questions, head over to our MS Teams channel “Copilot Community” to join the conversation.
- Scribe – LIVE!
Scribe is now live for all users, making training and procedure documentation faster, smarter, and more user-friendly. Forget manual step-by-step guides — Scribe captures your process as you work and instantly turns it into a shareable resource.
Teams using Scribe are already seeing big wins in onboarding and day-to-day learning. It’s helping new starters hit the ground running and giving everyone quick access to clear, visual instructions.
A huge thanks to the teams smashing out Scribes: Corporate Services are leading the way with a combined 70+ scribes; followed by Wealth Management on 29 scribes, Business Services teams on 23 scribes and Superannuation team on 21 scribes created. Your efforts are setting the standard for streamlined knowledge sharing.
Need a nudge? Here’s our tip:
Next time you complete a task, hit record in Scribe. In minutes, you’ll have a polished, step-by-step guide ready to share — no extra effort required. (Make sure you are not recreating the wheel and doubling up on content by discussing with your team and checking the knowledge database.)
Our Scribe Champions are here to help you make the most of Scribe. Reach out to Anita Pollock, Lachlan Duff, Jacky Elliott, Donna Doss and Renee Cullen for guidance and tips.
- VITG Client Portal Desktop App – LIVE! (and more coming soon)
The portal is now available to everyone. Instead of sending emails, you can log tickets using templated forms and track your ticket history via the portal. This new system offers a faster and more transparent support process to address your IT needs. Not using the portal – view our tutorial on how to access and use the application: Creating, viewing, and responding to tickets
Coming soon: SmartForms—dynamic forms that capture all necessary details upfront, reducing back-and-forth and speeding up resolution. These forms will allow real-time data verification and even zero-touch automation for certain requests (no more waiting for a VITG technician to action your request). More details soon!
- Faster Onboarding for New Starters – Pilot Complete
We know the tech side of onboarding hasn’t always been smooth. That’s why we partnered with VITG to create standard role-based templates for new starters. The goal? A faster, stress-free setup that lets new team members hit the ground running—and gives mentors more time to focus on people, not processes.
What’s new:
- The automation bot has been tested and trialled on one user with great success.
- We’re now replicating the bot to create 51 individual profile types, covering all position types and locations.
- A user experience survey has been implemented to capture valuable feedback so we can continue to tweak the process.
- We expect the remaining profiles to be finished by the end of the month.
- MYOB Modernisation – Preparing for a Big Leap
We’re revising several new and updated MYOB products as part of our modernisation journey. Right now, we’re waiting for MYOB to finish developing some essential functions across many different products — expected for release in the new year—before we can move forward.
This isn’t just an upgrade; it’s a transformation that will streamline processes, improve efficiency, and give us smarter accounting tools. While we don’t have a clear roadmap yet (including no commencement date yet), we expect the MYOB migration will happen in stages over the next few years. This will be a significant change management journey, and it’s important that we take the time to get it right rather than rush. Once MYOB releases these key functions, we’ll assess our needs and share a detailed plan. We’re excited to bring the team along on this journey and will have more updates on this BIG project in the new year.
- HowNow Retirement
HowNow is known as the Ulton knowledge database. It’s served us well over time, but we are all looking forward to a modernised system to make it easier to find what you need, when you need it. SharePoint will become our new knowledge database by the time this project is finished. HowNow is set to retire in June 2026. We’ve started pre-planning for data migration with team members reviewing content. We expect the migration from HowNow to take place next year (before the end of Q3). Until then – it’s business as usual.
- Knowledge Base & File Storage Modernisation – A New Way to Connect
We’re about to kick off one of our biggest projects yet: maximising the power of SharePoint. This initiative will transform how we access and share information — from replacing sharefile and migrating network drives to introducing a brand-new intranet. It’s a big project that will be delivered in stages with the entire project spanning through next financial year.
What’s coming first? The intranet - A central hub designed to make your workday easier and more connected. The new intranet will bring all essential resources together, keep you up to date with company news and announcements, and enable seamless collaboration across teams.
We’re getting ready to commence the first project stage and will share more updates in the new year. This is a game-changer for how we work — watch this space!
Looking Ahead
These initiatives aren’t just tech upgrades — they’re about making your workday smoother, more productive, and more connected. If something here sparks an idea or question, we’d love to hear from you. Your input shapes what comes next.
Ammie Cauchi
Chief Operating Officer
1 min read
24 min read
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