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How Sumer Centralised Compliance Across 14 Hubs

When Sumer needed to maintain individual oversight of compliance across its hubs while ensuring a unified, central compliance function, they turned to Skillcast.

About the company

Sumer champions small to medium-sized businesses across the UK and Ireland and are a collaboration of the best in business services. They bring together the indispensable value of leading regional practices with the tech, scale and breadth of expertise that only a national organisation can muster, in just two years they have become the 13th largest, and fastest growing, accounting firm in the UK.

Employees

1,001 - 5,000

Industry

Accounting

Location

London, United Kingdom

With Skillcast’s multi-tenanted Compliance Portal, we were able to seamlessly unify over 14 hubs under one brand while preserving individual oversight. Our collaboration delivered a tailored, efficient, and scalable compliance solution—ensuring regulatory excellence without disrupting business as usual.

Jules McKittrick, Chief Risk & Compliance Officer
Sumer

Compliance team

Jules McKittrick joined Sumer in April 2023 as the Chief Risk & Compliance Officer. As Sumer grew, so did the need to bring in Neil Stonehouse as Head of Compliance. Both Jules and Neil had previously worked with Skillcast and trusted us to help them achieve their goals.

The challenge

As Sumer grew rapidly, its compliance function became increasingly fragmented. As a regulated business, it was essential for each hub to retain its own oversight and management, so each hub managed compliance in its own way.

This led to inconsistent standards, duplicated effort, and limited visibility for the central team. The organisation needed a way to unify compliance oversight while preserving autonomy and operational continuity across all 14 hubs. 

 

Some key statistics

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313% Increase in learning and development at Kentro
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313% Increase in learning and development at Kentro

The solution

Skillcast were able to support with their Multi-tenanted Compliance Portal. This ensured that each firm had their own unique space within the portal, with custom delivery of:

  • CPD schemes
  • Content
  • Workflows for Declarations and Registers
  • Email communications
  • Reporting

While serving consistent learning, policies and approaches across the businesses with one consolidated compliance portal

This helped to tackle fragmented oversight and inconsistent standards to provide a solution that:

  • Unified compliance without disrupting local operations – each hub retained autonomy while following a centralised framework.

  • Increased transparency and control – central teams could monitor compliance in real-time across all hubs.

  • Streamlined processes and reduced duplication – common procedures replaced manual, inconsistent workflows.

  • Scalable for growth – new hubs can join seamlessly, ensuring consistent standards across the organisation.

Screenshot 2025-03-28 103517
Policy Management
Consolidated Reporting

By choosing the Skillcast Premium plan, Sumer was able to deliver a one-stop solution covering:

  • Learning Management System
  • Offline training records
  • CPD scheme management
  • Policy Hub
  • Gifts & Hospitality Registers
  • Declarations
  • Content Hosting to share internal materials

Configuring this toolset was a truly collaborative experience, with Neil working closely with the Skillcast Success Manager, Mandy Vella, to ensure a seamless set-up and delivery. The process involved:

  • Branding and customisation to ensure consistent branding for all users.
  • User provisioning of linking to the HR data for each hub and setting permissions, and applying restricted access where necessary to meet specific needs.
  • Configuration of multiple CPD schemes and integrated offline activity tracking.
  • Creation of custom declarations with alert notifications for approval requirements were created for each Hub

Policy Management set up, with policies uploaded, and approval workflows implemented for effective compliance tracking. Configuration of Gifts & Hospitality, Donation & Sponsorship, and Breach Registers, each with a customized workflow tailored to Sumer’s specific needs, ensuring efficient tracking and approvals.

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The outcomes

Enhanced oversight

A consolidated reporting dashboard provided the central compliance team with clear visibility of all compliance activities.

Improved monitoring

Each firm maintained independent compliance tracking ensuring accountability at the local level.

Group-wide transparency

Neil, as Head of Compliance, could efficiently oversee and manage compliance across the entire Sumer group.

Screenshot 2025-03-28 103910

By proactively addressing Sumer's needs and offering best-practice recommendations, Skillcast ensured a smooth and efficient onboarding process, laying a solid foundation for long-term compliance success.

Discover our Premium Plan 

Find out how to ensure consistent learning, policies and approaches across the businesses with one consolidated compliance portal.

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