The company had a FileMaker system in place, but it needed extensive revision to make it efficient and robust enough to support rapid business growth. They also lacked the resources to move from manual process management on Excel. As a leading financial services business, they relied for support on a general IT firm, who lacked the necessary depth of expertise in database architecture and FileMaker – creating risk.
Our partnership has grown with a transformative period of growth for the business. Our support is comprehensive: an ongoing mission of FileMaker improvement, and consultancy that includes strategic support, the shaping of new processes and dedicated training.
By analysing the condition of the existing FileMaker system, we identified multiple ways in which we could help our client’s system to do more. Starting by streamlining the processes in the business’s finance department, we carried out a massive improvement mission – and we’re introducing new efficient workflows, large and small, across the whole business which are changing users’ day-to-day lives for the better. We’re using clever designs to make the system more robust and scalable for the future, and our phased deployment means that business continues to run as usual while work takes place.
Our five-year relationship with this client has involved consultation, the creation of a bespoke FileMaker system with full support, and recruiting and training an in-house IT team, which we’ve expanded from a single graduate to a team of three developers. The overall aim is to make the company self-sufficient in their day-to-day operations.
Finance Director
Our system condition report identified major improvements which we delivered, sweeping away existing problems, eliminating ‘technical debt’, and creating immediate business results.
Our understanding of the client’s business allows us to make proactive recommendations and deliver a programme of rolling improvements.
We work as an extension of the in-house team, getting hands-on to train them in solution design and dedicating ourselves to upskilling them effectively.
We’ve helped unlock a series of transformations for this financial services business. The system now allows cashflow forecasting, streamlined processes and, ultimately, a more scalable business. Multiple ‘system champions’ are promoting the system across the business, enabling the company to grow and earn outside opinions that they have ‘excellent processes and systems‘. This, alongside our formation and upskilling of an in-house IT team has given the company the framework to realise their business ambitions.
Finance Director
Discover exactly where and how your business can be improved, with a rigorous and impartial analysis of your business processes.
A thorough analysis of your existing system to identify changes and improvements needed to enable you to achieve your business goals – giving you an objective view of your processes, systems and IT strategy based on our extensive experience.
Do more with your existing FileMaker system and become a more efficient organisation.
Specialist training and support on the systems we implement to ensure to optimise your in-house efficiency.
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