Case study

West of Scotland Housing Association – Review of Finance Function

West of Scotland Housing Association (WSHA) was founded in 1965.  The association provides around 4,200 homes across the West of Scotland.  WSHA has a wide range of homes to suit customers at every stage of life including tenemental flats, family homes, amenity properties and sheltered housing.


DTP was commissioned to assist WSHA in conducting an independent review into the Finance Function, with a view to improving the internal customer experience for service users, and at the same time identifying factors (and potential changes) which might lead to enhancements in the overall financial management of the organisation.

What we did

We approach the review in stages, as shown below:

Look at individual roles and job descriptionsWe undertook this as part of the desk-top analysis and we use this to make comparisons with similar organisations.
Look at current tasks and processes        We looked at this as part of our desk-top analysis and we considered how these compared with similar organisations.  We also explored these matters in structured interviews with members of the team and with users of finance services provided by the team.
Benchmark with other similar organisations.We considered our findings and made observations taking account of our experience of working with other organisations of similar size.
Identify inefficient and ineffective tasks and processes.During the review we used the analysis and the interviews to identify tasks and processes which we felt needed to be improved and we made recommendations regarding the relative priority of these. 
Consider more efficient processes.We made recommendations, we proposed discussion on how best to go about making any improvements – considering internal and external resourcing.
Consider what new roles would be required.We considered options for change and made recommendations for consideration.

What we achieved

On concluding our review, we reported on our findings and we made a series of recommendations, for consideration. WSHA concluded that the proposals and the recommendations should be progressed as part of a targeted action plan of improvements. 

This has been a really positive experience for us. That is two consultancy projects in a row that DTP have completed for us and both have been very thorough with excellent reports that we had only very minor suggested changes to make (which hasn’t been our experience with other consultants' reports!). I will certainly be recommending DTP to other RSLs in the sector if they are looking for help with projects

Brian Gannon, Chief Executive

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