R&D Case Study – Optometry Industry

Our client, a company in the optometry industry, recently received Research and Development Tax Credits due to projects they carried out on their own internal processes. The client was struggling with internal HR, communication and practice management. After a 30 minute meeting with our Research and Development experts at Amas, the client could clearly see that their activities qualified for R&D Tax Credits.


Our client has been trading for 27 years as an independent, inexpensive provider of prescription glasses/sunglasses, contact lenses and eye tests. After three years of no significant growth, our client identified that they could reposition themselves in the marketplace through improving the following:

Three key areas highlighted were to develop their HR processes, create an open management system, which would also improve communication, and invest in advanced optometric technology.

Improving HR

The client’s HR processes were previously disjointed and highly ineffective. Highlighted as key issues were:

The client made substantial process introductions and improvements in this area by introducing a number of measures, such as:

The company also created a brand new induction process for new employees – something which was previously non-existent – which all current staff attended. As a result, all staff are now pulling in the same direction, with company and staff values aligned and a greater staff morale.

Open Management System

Our client was yet to embrace technology which made running several practices rather difficult. Communication between practices and staff was at an all-time low, stock ordering lacked any structure or coherence and Key Performance Indicators (KPIs) were not made clear to key personnel.

The client made simple changes, as well as creating a bespoke company intranet system which is now a centralised system for all practices and staff. The simple process improvements were such that now staff were:

The intranet system also provided further benefits to the client, including:

Advanced Optometric Technology

Our client has digitised its medical processes and record keeping, as well as invested in the latest technology to provide the best eye care possible. Investment in advanced digital and medical technology has allowed them to:

As a result, the client has improved their internal processes to manage staff and their morale, improve communication between practices and increase efficiency in stock ordering and management. These improvements all qualified our client for R&D Tax Credits.