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Optimising workflows for a non-profit organisation
Case studiesCustomer experience and service improvementDeliveryImprovementRevenue operations and business systemsStrategy

Optimising workflows for a non-profit organisation

By peaksignal_adminJuly 20, 2021 No Comments

Our customer is a non-profit organisation that delivers accessibility and inclusivity services to the arts and culture sector

THE CHALLENGE

Our customer was busier than ever during the pandemic, with their arts and cultural institutions customers taking their in-person events online.

Their increased workload and the need to continue to provide valuable advocacy to the sector, meant their business processes and systems needed to be improved.

Key challenges included a very lean budget, a very aggressive timeline (conditions imposed by Arts Council funding meant that benefits must be delivered by a drop-dead date) and the use of bespoke business systems that required integration to realise benefits.

THE SOLUTION

Peak Signal tailored our approach to give most bang for buck, minimize time impact on a busy team and provide a platform to build from such that other business processes can be streamlined in future.

Peak Signal worked with the customer’s team to analyse their operation and create a heatmap of pinch points and opportunities for improvement. A plan was created that ensured benefits were realised by the dates imposed by the funding provider.

Peak Signal managed the delivery of customer, third-party and Peak Signal resources to hit the aggressive timeline.

THE PEAK SIGNAL TEAM RESPONSIBILITIES

A healthy mix of commercial, technical and management consultancy disciplines

Business analysis

Defining an enquiry to order business process

Definition and delivery of web based booking form and queuing system

Integration of web based booking form with the customer’s CRM system

Specification and testing of CRM system changes

Workflow automation driven by the customer’s CRM system

Building rate card pricing into the customer’s quotation workflow

Negotiation with 3rd party providers on the customer’s behalf

Deployment to cloud and on-premise infrastructure

Providing training and introducing the team to system and operational changes

Controlled release of changes into production
  • ENGAGEMENT PERIOD: 6 WEEKS
  • ENGAGEMENT TYPE: STATEMENT OF WORK

Tags:

Business CaseCloudCMSCost savingCRMDatabase AdministrationFinanceMetadataOptimisationProcurementRequirements captureSales processesSoftware DevelopmentSolutions Architecture

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  • Our services
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    • Delivery
    • Improvement
  • Case studies
  • About us
  • Opinion and news
    • Turning insight into impact
  • Contact