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FormusPro replaced a cumbersome and potentially risky spreadsheet process with a single source of truth, enabling better decision-making and enhanced payroll management for their clients.
We upgraded Mortimer Childe’s processes to manage over 450 contractors, with the ability to solicit, place and onboard new contractors.
Implemented robust data collection methods, significantly reducing the risk of human error and ensuring data integrity.
Company Information
What Was Delivered
When FormusPro first started working with Mortimer Childe, their objectives were to create a more holistic, user-friendly system that would move their customers through the on-boarding process and into a central HR / employee management system.
The new solution needed to let Mortimer Childe staff easily manage all aspects of their contractors’ assignments; structure, organize and report on key data and information, replace outdated spreadsheet processes and move them towards a single version of the truth.
To achieve this, FormusPro implemented Dynamics 365 Sales to manage the entire sales / on-boarding pipeline, including placements and their contractor workforce.
A lot of automation was put in place around regular, key communications to ensure staff could be moved from repetitive, manual tasks to more business-critical ones.
Finally, more automated and controlled processes were put in place around data collection to cut down on human error.
What The Client Said
We required support from FormusPro during a period where the company was experiencing significant expansion.
The systems and processes that we had in place were no longer fit for purpose and we needed to identify a solutions provider that could design and implement a CRM database that would enable us to easily manage the organizations growth.
After holding discussions with a number of providers, we decided to appoint FormusPro as their team clearly demonstrated they fully understood our needs and could deliver the solution we required based on the budget and resources that were available to us.
From the initial requirements gathering through to the go-live date, the team at FormusPro managed the project seamlessly.
They have also provided professional and efficient after care support that has enabled us to continuously enhance the system.
Helping businesses, SMEs and charities of all sizes digitally transform the way they work with customisable, user friendly, all-in-one software solutions.
To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.
Tel: 01432 345191
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UK Head Office:
Shell Store, Canary Drive, Rotherwas, Hereford, HR2 6SR
UK Kidderminster Office:
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