How We Modernized Client Management for a UK Manufacturer

A major UK pump manufacturer struggled with an outdated client management system, hindering efficiency and impacting customer service. Their legacy system, burdened with over 150,000 company and client records, lacked the functionality to meet the demands of a growing business.

The Challenge: The inefficient legacy system resulted in slow data retrieval, impacting both internal processes and customer service. The company needed a modernized solution to improve data management and enhance overall operational efficiency.

Our Solution: Inceptial Technologies partnered with the client to re-engineer their client management system.
This involved:
Comprehensive Needs Assessment: A detailed analysis to define project goals and scope, ensuring the new system precisely met the client’s needs.
Custom System Development: A complete overhaul of the system, focusing on improved functionality, user experience, and data integrity. Key features included enhanced search and filtering capabilities for faster data retrieval, automated data cleansing and validation tools, advanced reporting and analytics dashboards for insightful client data analysis, and seamless integration with other business systems to streamline workflows.

Impact and Benefits:

Modernised Client Management Platform: A robust and user-friendly platform that streamlined the management of over 150,000 client and company records.

Significant Efficiency Gains: Reduced the average client record retrieval time by 50%, resulting in an estimated annual cost saving of £25,000 (based on 10,000 annual lookups and a pre-improvement average retrieval time of 10 minutes).

Improved Customer Satisfaction: Faster response times to customer inquiries boosted customer satisfaction by 15% (as measured by post-implementation client surveys).
Ready to streamline your client management and unlock operational efficiencies? Contact Inceptial to discuss how we can build a custom solution for your business.

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