Case Study - Streamlining process for real savings

The Client

Company C is a long standing client, they operate in a niche and require specialist software to do so. They have been operating for nearly a decade.

The Problem

With rising costs, including as an employer, they needed to find additional time and money. Alongside this they were getting customer complaints due to payment details not being updated on the accounting software when they changed their details in the specialist software.

The Analysis

The accounting software had no way of communicating with the specialist system directly. This was meaning multiple hours a week were being spent trying to confirm if any account details had changed so they could be updated on the accounting software. This also meant automated payments were bouncing/heading into the wrong account, meaning some payments had to be doubled up, multiplying the losses.

The Solution

Our consultant involved our development team, they realised they could arrange automated exports from the specialist system, and check the details against a database for any changes. This then auto generated an import file for the accounting software, ensuring no typos.

The Outcome

After implementation, the number of erroneous payments has dropped. The cause for the erroneous payments are when the customers have not updated their details where required. With significant savings, our client was saved £11000 annually.