The Client: A specialist commercial debt recovery and credit management company required a modern IT solution to replace their legacy Lotus Approach database.
System Requirements:
The client needed to enhance workflow efficiency and enable remote work for team members, whether at clients' premises or from home. They also required a collaborative login feature to allow clients to access and interact with the system.
The Solution:
Our team implemented a Cloud Database System tailored to meet the client's needs. Key benefits included:
- Cloud-Based Access:
- Operate from anywhere using real-time data.
- Accessible on all internet-enabled devices across major browsers.
- Data Security and Roles:
- Secure, off-site data backups ensuring continuity.
- Role-based access control for managing permissions.
We successfully migrated the legacy system, enabling seamless access to data and reducing hardware costs. The transition allowed the client to work remotely while improving operational flexibility.
Collaboration and Efficiency:
We developed customised workflows and reporting systems to streamline processes. Features like automated letters, reports, and legal referrals can now be generated and tracked, boosting efficiency.
Key Outcomes:
- Streamlined Operations: Improved capacity to handle more clients.
- Reduced Training Time: Intuitive workflows simplified staff onboarding.
- Enhanced Client Support: Real-time access to notes, tasks, and statuses reduced client callbacks.
Client Login Feature:
The system introduced a client login feature enabling:
- Progress Tracking: Real-time updates on account status.
- New Account Management: Seamless addition of new accounts.
- Improved Coordination: Enhanced collaboration between clients and the agency.
Conclusion:
The client now operates with a robust, cloud-based database system that has modernised their operations, increased efficiency, and enhanced client satisfaction, positioning them for scalable growth and greater engagement.