Case Studies

IT Support & Services Case Studies

Property Development Company based in Wiltshire:

This customer is a small (2 people) property development company specialising in the renovation, restoration and conversion of barns and old buildings for residential use. Even though they are a small business, they required a professional IT Solution to support their business operations. Alliance Systems deployed Windows Small Business Server, an all-in-one small business IT solution that includes email, the ability to create an internal network with remote access, internal Web sites, file and printer sharing, and a whole lot more.

As a result, staff can work on all company files from any office or online. They can also access their email online or on mobile devices. Alliance Systems provide on-going IT Support to ensure that the IT Solution remains stable and adaptable as their business moves forward.

IT Recruitment Consultancy based in Bristol, London and Manchester:

This customer provides IT Recruitment services across the world and has been officially recognised in the Sunday Times Fast Track 100 as one of the fastest growing businesses in the UK today.

Alliance Systems have supported this growth through the provision of professional IT Solutions and Support based on Microsoft Windows Server and Exchange Server technologies to a position today where there are 4 offices, 12 servers and 70 (and growing) users.

Personal Injury and Employment Claims Lawyers based in Bristol:

This customer handles thousands of claims on behalf of people who have been injured through no fault of their own or have been unfairly dismissed or discriminated against.

Not only do we provide full IT infrastructure support for this client, we also have a daily presence on site as part of our professional services program. As a dynamic and fast changing organisation, this customer requires regular interaction to ensure that their technology is always supporting their business in an optimal way.

We have also implemented a full Disaster Recovery strategy which includes regular crisis simulation to test the backup office and technology assets.

A leading UK wide Cancer Care Charity based in Bristol:

This charity is our longest serving customer and has been with Alliance Systems from the outset of our operation. In that time they have consistently increased the number of people they treat and the therapies they offer.

Back in 1996 the charity had very little IT equipment and very little money to invest in a professional IT infrastructure; however, they did have a clear vision of the systems they ultimately required. Over the many years since; Alliance Systems have worked closely with the charity developing a solid Microsoft Windows Server infrastructure following a stepping-stone approach as and when funds were available. Today the charity has a professional IT infrastructure providing business applications to support 80 users for all aspects of their operation.

CRM Case Studies

Global Supplier Of Exhibition And Display Equipment based in Swindon:

This customer increased their volume of business by 38% by implementing CRM – the work we did to achieve this was showcased by Microsoft in a case study which can be viewed here.

Financial Services Company based in Bristol:

The customer was facing a number of key challenges and was experiencing rapid growth. It was critical for them to get control of their sales process to ensure they could continue to grow. The implementation of Microsoft Dynamics CRM was to replace a number of existing systems to support their process. This meant that data often had to be entered more than once and consequently was inconsistent and out of date.

The scope of the system we have developed includes:

  • Lead Management
  • Sales Management
  • Sales support
  • Pension Scheme Administration (SSAS and SIPP)
  • Commission accounting
  • Compliance
  • Management reporting.

We have integrated with a number of other systems / technologies, including

  • TAPI integration with an Avaya IP Office telephone system(supplied by us)
  • Integration with data from Experian’s National Business Database
  • Microsoft maps for appointment / route planning
  • Root 3 data capture and document management solution
  • SharePoint for holding documents.

There are many benefits arising from the systems including:

  • Accurate and timely management information
  • Enhanced control of the business process
  • Single point of entry for data
  • A platform for future growth.

This project involved significant additions of functionality to CRM – a true XRM implementation!

Sports Equipment Buying Group, based in Swindon:

The customer is a retail buying group allowing their members to improve profits and cut costs. They have over 600 members across the UK and Ireland.

Microsoft Dynamics CRM was implemented to help manage the sales process and to also allow the graphical presentation of member and supplier data on a map. In addition, because of the powerful reporting capability offered by CRM, data is extracted from the customer’s primary accounting system (Sage 200) and imported into CRM. This allows a level of analysis and insight that was previously difficult or impossible to achieve.

Pension Services Company based in Spain and the UK:

The customer is an independent and fully regulated pension advisory firm specialising in the transfer from UK pensions to QROPS. The main office is in Spain with satellite offices in the UK and New Zealand.

We implemented Microsoft Dynamics CRM to manage the process of pension transfers and to ensure that the strict process was adhered to. In addition to workflows to control the process, we also implemented a document management solution which allowed integration with documents held on a hosted server.

IT Solutions Company based in High Wycombe:

The customer is a technology company with the objective is to deliver highly effective IT solutions that enable their customer’s business to successfully compete.

They have implemented a base line version of the Alliance Systems hosted Dynamics CRM. They make significant use of CRM but have had no need to add to the functionality which is available in the base line. We have supported the customer and provided skills transfer to enable them to be self-sufficient in their CRM operation.