DOCUMENT MANAGEMENT SYSTEM FOR PROFESSIONAL SERVICES

Document Management and E-Signature system for Professional Services.

Postage was an expensive cost centre for this respected Merseyside Chartered Accountancy Practice.

Keeping on top of wet-ink signatures and chasing documents for filing with HMRC consumed too much valuable staff time.

COMPLETE ERP – FROM CLIENT ORDERING TO STOCK REPORTS

Complete ERP System – full workflow from client ordering to stock reports.

The client was using the market leading software but was finding the licensing costs, support on demand and general ease of use was preventing them from expanding the business.

INTEGRATE MULTI-VENDOR SOFTWARE SETUPS FOR A SINGLE SOURCE OF TRUTH:

Provided a centralised hub where the full customer journey is documented and all management information is stored. 

The system accommodates all stakeholder access, to allow customers and partners (affiliates) as well as suppliers and staff to work and liaise through a centralised system.

BIM LEVEL 2 COMPLIANT SOFTWARE FOR ENTERPRISE AND GOVERNMENT PROJECTS:

HardyFinch working with the client and BIM Level 2 compliance created a gated document management system which enabled all contractors and stakeholders to access both on and off site.

This system can be used or both enterprise design and build projects as well as those under Government commission.

LICENSING AND TECHNICAL PLATFORM FOR AUTISM AND OTHER DISABILITIES:

Visual and technical platform for autism inclusivity. As a start up business, this expert in Autism, whilst having acquired British Airways as a client, was in danger of stalling.

With a shortfall in funds, a great idea but no control over the elements that would create revenue for the business, investment was needed.

SUPPORTING SCHOOLS GROUP WITH COST REDUCTION AND BETTER COMMUNICATIONS:

HardyFinch tailored their malleable TIEO software engine to provide a platform for this successful Specialist Schools Group to have each school or location register independently and operate with their cohort of pupils and parents.

RE POSTIONING ONLINE SOCIAL MEDIA:

A fully featured platform that uses AI/ML and emerging technologies to deliver good content, streaming services, protected ‘human trait’ search.

It allows its users to make money using the tax aware ‘gig engine’, no advertising, no SEO or SERP advantage, behaviour led model.

SCALABLE EVENTS SOFTWARE AND CENTRALISATION:

Introducing AI into conference management

Provide a platform which can simplify and drive the collection of key information directly from delegates, manage automatic delegate communications and even match up delegates and sponsors into meetings.

MOBILE APP WITH ADMIN HUB AND CLIENT PORTAL:

This client operates in Russia and Thailand with Wealth Management services for customers that require high net worth services.

The client required a single venue platform to enhance comms with clients, staff and other stakeholders because of the volatility of markets in light of the Ukrainian war. 

E-signature, Live Chat, Document Management, Push Marketing, Resources, CRM, Audio Notes, Video Blasts, Sequencing of processes and comms all feature in one tidy package.

CENTRALISING THE USER EXPERIENCE INTO ONE VENUE:

This London based fitness PT (Personal Trainer) Utilised our TIEO platform to service, communicate and obtain weekly feedback of clients progress as well as having the platform tailored to allow him to add in credentials to allow users to access all the cloud apps being used by the business clients without having to sign in to each one.

They can seamlessly access other services not associated with the platform in a single venue.

MULTIPLE PLATFORM INTEGRATION INTO WORKFLOW THROUGH API AND MIDDLEWARE:

Multi-platform integrations to centralise information.

A new modern dental practice had multiple platforms and systems to engage, manage and service clients. As disconnected products they didn’t create a good user experience for both staff and customers. 

MOUNTAIN BIKE HIRE AND TRACKING SYSTEM:

Managing an ever-evolving inventory which needs routine maintenance and repair presents several operational challenges. Coupled with a resource-intensive booking process, a lot of time staff is spent working around the current processes.

FACILITATOR/VENDOR PLATOFRMS AND CUSTOMER MOBILE APP:

Through Business Design and Service Design practices, a product was created that allowed holiday makers to pre-book or book on the day live offers from verified vendors.

Vendors were given a no fuss platform tat managed generated leads, allowed rich offers to be created, manage pipeline and delivery of items.

PORTFOLIO MANAGEMENT UK PUB CHAIN WEB SERVICE:

To encourage potential tenants, this respected pub chain with circa 400 properties in it’s portfolio wanted to keep the public-facing property portfolio as up to date as possible without needing to manually update pages, text and images.

INTUITIVE ONE PAGE HOLIDAY BOOKING SYSTEM:

Single-page booking experience for high value customers. This successful holiday planner and stay provider wanted to migrate their key booking and rental platform to a new provider.

The system countered click fatigue and increases in dropped bookings by allowing complete bookings without leaving the page.

IMPORTER AND MANUFACTURER ORDERING AND SHIPPING SOFTWARE:

This critical business process relies on the experience and judgement stored in a business owners’ head which impacts scale.

SUPPORTING A LARGE INDEPENDANT PHARMACUTICAL CHAINS PSI SERVICES AND MPR PHARMACY REPORTING:

Provide clear KPIs and reports to help investor confidence in a fast-growing chain of Pharmacies.

AUTOMATIC INVOICE CREATION FOR GROUPON:

This online retailer worked with Groupon throughout the UK and Europe and was struggling to deal with the convoluted invoicing process and approval process Groupon worked with.

COMPLETE OPERATIONS SUPPORT SYSTEM:

Provide a complete business operations support system.

A complete Business Operations Support System which covers everything from new enquiries, customer support, estate management through to GoCardless integration for billing.

A REFRESHINGLY DIFFERENT APPROACH:

The client wanted to use WordPress as a comprehensive CMS but also wanted to centralise the management of the training courses and venues, with the end customers logging in to get bespoke pricing schedules and access on purchase the bespoke LMS (Learnin Management System)..

FRIENDLY AND FLEXIBLE TRAVEL AGENT SOFTWARE, INTUITIVE MOBILE APP:

Travel documentation is traditionally paper based, so time is wasted either waiting for documentation to arrive or having to conduct checks “in store”.

FULL ERP SYSTEM AND AMAZON FBA SOFTWARE SYSTEM:

Although quick to adapt and prototype, the paper-based system in use (which involved faxing picking lists to warehouses) allowed for mistakes and a lack of accountability.

A bespoke solution which covered all aspects of the business including goods in, inventory management, quality assurance and goods out.

A MULTI VERTICAL WORKPLACE MENTAL HEALTH PLATFORM:

HardyFinch conducted a full QA audit on the code and build of the platform covering to mitigate several areas of concern.

HardyFinch through our lead developer support the platform, provide bug fixes, additional development as well as maintenance and support.

COMPLETE SYSTEM AND CUSTOMER ORDERING PLATFORM:

Provide a complete system and customer platform to manage ordering, delivery and invoicing.