WRM

What we delivered

Easy access and intuitive navigation were very important to WRM, so we built a customer relationship manager as well as a document management system within a web portal. WRM’s new system could be accessed anywhere by both staff and customers, as long as they used an internet enabled device and had internet access. It also eliminated the need to install software on each user’s device. Which would have been a nightmare for WRM with their many customers and sites.

For security, staff and customers are required to login to the web portal and restricted access was achieved through a fine-grained permissions system. Once logged in staff and customers found that the tabbed dashboard for each customer and site, made it easy to navigate quickly to the information they required.

As well as the ability to manage customers and their data, staff could instantly provide customers with the latest information and documents, by just uploading them to the portal. For monitoring and tracking, we created a reporting section giving users the ability to view each report on-screen or download it in PDF or Excel format.

The results

After release, office staff productivity increased as they were able to find and update customer information much faster, due to an array of search functions and filtering. The necessity to send customers new updates and documents was cut to a minimum as the document system took care of this.

The central storage that could be accessed by both sides, meant that staff and customers always had access to the latest information. Due to this, customers were more confident as they could rest assured that their data was safe, current and always to hand.