How RMBL went digital, achieving complete visibility, increased compliance and flexible working

The Challenge

Before his first day at RMBL, Matt knew tackling paper would be a key challenge. He didn’t quite realise how deep it went.

“I didn’t fully appreciate how big the challenge would be. RMBL has long-standing staff who have 20+ years’ experience of undertaking these paper-based tasks. Shifting that behaviour was going to be extremely difficult.”
— Matt Purves, CIO, RMBL Investments

The business was highly transactional, and paper was the default. Staff physically passed manila folders around the office to complete transactions and processes. Approvals weren’t happening on time. Information was buried in email trails. There was no visibility over where anything was at.

They initially tried DocuSign to digitally execute documents, but quickly realised they needed something broader – a way to formalise processes, ensure compliance, reduce paper, and enable remote work.

The Solution

RMBL shortlisted four vendors. What set Flowingly apart wasn’t just the platform – it was the support.

“As a small company we needed support. I wanted to get something up and running without needing to have an in-depth knowledge of the system myself.”
— Matt Purves, CIO, RMBL Investments

Matt started with the most frequent and complex business process to prove the platform could handle it. Working closely with the Flowingly Customer Success team, they went through 15 versions before all business units were satisfied. From there, they built out processes across every function – investments, HR, and everything in between.

The build speed made a real difference. Matt could document a process in half a day and build the workflow in 30 to 40 minutes, meaning most process gaps could be filled within a day.

Adoption was slow at first. The team ran standard change management – highlighting the problems with the old way, running demos, working with team leaders. But the real tipping point was lockdown.

“Where the adoption started to accelerate rapidly was during the initial stages of the COVID-19 pandemic. Staff came to the realisation very quickly that paper processes were not feasible when forced to work remotely. Staff saw the value of Flowingly very quickly, so we rapidly built out our processes.”
— Matt Purves, CIO, RMBL Investments

Results

Within about two months, RMBL was seeing concrete results. Processes that had relied on paper and physical handoffs now ran digitally, on both PC and phone. Management had real-time visibility over where transactions were at and where delays were sitting. Compliance responsibilities were being met consistently through digital records.

The shift wasn’t just operational – it changed how the business worked. RMBL now supports a paper-lite, flexible working environment. Matt can’t imagine how they would have coped during Victoria’s lockdowns without it.

“To be honest, I don’t even want to think about it. We would have had to run a skeleton staff and push into the office much sooner.”
— Matt Purves, CIO, RMBL Investments

The biggest sign of success? Staff who had spent 20+ years on paper processes are now coming to Matt asking for more workflows.