Multi-Branch & Network Firms

One firm. Multiple offices. Every branch running the same process - visibly.

For professional services networks, multi-office firms, and branch-based organisations that need standardised processes across locations - with head office visibility and branch-level autonomy.

The challenge

Same firm, same brand. Different processes at every branch.

Process consistency is aspirational, not measurable

Head office publishes the methodology and the process manuals. Each branch adapts them to their own way of working. Over time, the same client onboarding process runs three different ways across three offices - but nobody can see the variance because execution is invisible.

Quality reviews expose branch-level gaps

When a quality reviewer visits a branch and asks "how do you handle KYC?", the answer depends on which branch they're visiting. The firm's methodology exists - but there's no evidence it was followed consistently at every location, for every client.

Head office can't see what's happening without asking

The managing partner wants to know how operations are performing across the network. Today, that means asking each branch to self-report - which takes time, produces inconsistent data, and tells you what people think happened rather than what actually did.

Processes multi-branch firms standardise in D2R

Client Onboarding & KYC
Engagement Setup
AML/CTF Compliance
Quality Assurance Review
Staff Induction & Training
Annual Compliance Review
Client File Close-out
PI Insurance Renewal Prep
R&D Tax Incentive Claims
Monthly WIP Review
Partner Review & Sign-off
Branch Performance Reporting
How D2R helps

Standardised templates. Branch-level execution. Network-wide visibility.

Design once, deploy to every branch

Create your firm's standard processes centrally. Deploy them as templates into each branch workspace. Every office starts from the same foundation - with the flexibility to run at their own pace.

  • Shared process template library managed by head office
  • Templates deployed into separate branch workspaces
  • Branches run processes independently within the standard framework

Compare performance across the network

D2R's analytics let you compare cycle times, completion rates, and execution patterns across every branch. See which offices are fastest, which are most consistent, and where the methodology is drifting.

  • Cycle time comparison across branches
  • Completion rate and overdue tracking per office
  • The data for the managing partner's network performance conversation

Quality review ready at every branch

Every completed process at every branch generates a Completion Certificate. When the quality reviewer visits, the evidence already exists - timestamped, attributed, and exportable. No preparation sprint required.

  • Completion Certificates at every branch, for every process
  • Full Material Changes audit log on Professional
  • One referenceable branch opens the conversation for the entire firm
Network architecture

Shared methodology. Separate execution. Complete visibility.

D2R gives multi-branch firms a hub-and-spoke model: head office manages the process templates and sees aggregate performance. Each branch has its own workspace with its own execution data - fully separate from other branches, but built from the same foundation.

Head office workspace

Process template library & network analytics

Manage your firm's standard processes, publish templates to branches, and see aggregate performance data across the entire network - without accessing individual branch data directly.

Deploy
Deploy
Deploy
Sydney branch
18 staff · Partner-led
  • Own workspace with own execution data
  • Runs firm processes at their own pace
  • Completion certificates for every run
  • Branch analytics visible to partner and head office
Melbourne branch
24 staff · Partner-led
  • Same process templates, separate execution
  • Cannot see Sydney or Brisbane data
  • Branch-level cycle time and completion analytics
  • Quality review evidence ready at all times
Brisbane branch
12 staff · Senior manager-led
  • Fully isolated from other branches
  • New branch onboarded with standard templates in hours
  • Staff follow firm processes from day one
  • Head office sees comparative performance
Teams

Branch autonomy preserved

Each branch runs independently within the standard framework. Partners retain control of their own execution - head office provides templates and visibility, not micromanagement.

Security

Full data separation

Branch A cannot see Branch B's data. Execution, run history, and certificates are fully isolated. Head office sees aggregate analytics - not individual client files.

Analytics

Network-wide intelligence

Compare cycle times, completion rates, and process adherence across every branch. When the managing partner asks "which office handles onboarding fastest?", the data exists.

Multi-branch pricing available for firms with 5+ branches on Professional: 15% discount per branch, single billing relationship.
10+ branches: 20% discount, shared process template library, separate execution environments per branch.
Enterprise plans include unlimited workspaces with dedicated onboarding and account management.

Ready to see how your processes
actually run?

Designed to run. Built to prove it.