Case Studies

Gift Aid Reclaim Solution for Charities

Summary

In 2013 HMRC took Gift Aid reclamation digital, many were not ready, many large CRM systems, and bespoke charity solutions lacked the ability to create valid submissions for the HMRC MTD Gateway. Our solution bridges the gap between donation management systems and HMRC, making the process quick and efficient.

Features
  • Import data from a CSV or spreadsheet, Salesforce, or another enterprise Web system.
  • Definitions for custom imports
  • Priority Email support
  • Email support Call-Back support
  • Multi-user access
  • Multiple Clients
  • HMRC Recognised Gift Aid CRM software

Time: 2013

Platforms:
   Windows

Approval Pipeline for Printer Clients

Romax

Summary

By implementing a single tool that manages all client jobs in a centralised location and granting access to that location to internal stakeholders from client services, accounts, pre-press, and operations, approval could be organised, amended, time stamped, and finished flawlessly without the need for the management to push and oversee the entire approval process.

 

Features
  • Fully integrated with on and off site systems.
  • Integration with high performance bulk PDF generation.
  • Faster approvals with less time spent reviewing and managing proofs.
  • Less expensive errors and improved responsibility.
  • Internal coordination/communication has been improved.
  • Improved collaboration with third-party printers
  • The ability to proof on any device is convenient.
  • Management control over the proofreading process has been improved.
  • For settling conflicts, have an audit trail.

Platforms:
   Web | Windows Server | Windows Desktop

Data Consolidation and Customer Marketing System (DMACS)

Economist Intelligence Unit

Summary

This system collected data from 250+ systems worldwide in around 120 formats and on multiple types of media. Detailed deduplication processes combined this into a single database system for managing marketing communications.

Features
  • Data integration
  • Regional access control to data
  • Complex database querying
  • Reporting

Platforms:
   Windows Server | Windows Desktop

Personalised promotional URLs

Brita Water Filters / Inc Direct

Summary

The first part of this project was to take a list of Brita prospects/customers and to create a unique, short URL for each of them. The URL was then mail merged into promotional material sent to the targets. The other part was to create a website that recognised the unique URL and displayed customised information for the user.

Features
  • Personalised URL
  • Integrated website
  • Reporting

Platforms:
   Web | Windows Server
GFS Enterprise Carrier Management

Delphi Developers, Support, and Team Augmentation

Global Freight Solutions

Background:

GFS combine multi-carrier delivery services with technology and logistics, offering 1000+ different carrier services, through one integrated technology platform. GFS gives retailers and 3PL everything they need to deliver to customers around the world and they process more than 30 million parcels each year.

GFS develop and maintain their own platform to provide access to the various carriers for their clients. The software requires maintenance and continuous development work as part of their client focussed approach and regular review of carriers.

The Solution
  • SMXi Software presented our support and development model to the client to provide a dedicated team.
  • Our pool of developers and depth of knowledge, provides constant access to senior developers that are all experienced with a minimum of 5 years knowledge in each language.
  • We commit to have a dedicated pool of developers available at any time with a thorough understanding of the system as well as understanding the client needs.
  • A proactive client focussed partnership.

Platforms:
   Windows Desktop, Windows Server, IIS, Linux
Sightsavers International Charity

Multi Currency, Multilingual On-line Donations System

Sightsavers International

Summary

Collect donations, both single and committed giving, using the web from anywhere in the World

Features
  • Multilingual templating system
  • Multi currency handling
  • Full featured backend management system
  • Integration with multiple payment processors
  • Integrate with 3rd party CRM systems

Time: 17 years continuous development

Platforms:
   Web | Windows Server | Windows Desktop
Birmingham Royal Ballet Logo

Membership Scheme Management System

Birmingham Royal Ballet

Summary

A membership management system with web integration and renewal reminder workflows

Features
  • Multiple membership categories
  • Gift Aid management
  • Renewal reminder generation
  • Web integration

Platforms:
   Windows Server | Windows Desktop | Web

On-line Membership System

The National Trust

Summary

Provide a web based portal to enable people to become members of the National Trust

Features
  • Complex membership selections and wizard
  • Secure Portal
  • Full featured backend management system
  • Payments with Credit Cards and Direct Debit
  • Integration with 3rd party CRM systems

Time: 12 years

Platforms:
   Web | Windows Server | Windows Desktop

Online graphical statistics site

JLL

Summary

A website that allows users to view comparative data on towns and cities across Europe using data visualisation to make the statistics come alive.

Features
  • Controlled Access
  • Comparative statistics
  • Multi system integration
  • Links to the report libraries
  • Multi company development team
  • Data Visualization

Platforms:
   Windows Server | Web | Microsoft SQL Server

Charity Shop Management (GiftAider Patron)

Tenovus Cancer Care

Summary

Develop a web-based CRM system for managing regional charity shops and Gift Aid claims.

Features
  • HMRC Recognised Gift Aid CRM software
  • Full featured backend management system
  • Integrated with 3rd party CRM systems
  • Integrated with Hybrid Mail solution
  • Controlled Access
  • Fully Branded
  • PDF Rendering
  • Advanced Search

Time: 12 weeks

Platforms:
   Web | Windows Server | Windows Desktop

Marketing Asset Ordering System

Rank Organisation / Inc Direct

Summary

Enable all local outlets to order customised multi media marketing collateral while retaining control of the brand

Features
  • Controlled Access
  • Marketing Asset Management
  • Integration of Print, Email, Mail Merge, SMS
  • Invoice Generation
  • Interface with printers and delivery platforms

Time: 8 years, Continuous Development

Time to first release: 2 months

Platforms:
   Web | Windows Server | Windows Desktop
Birmingham Royal Ballet Logo

Specialist Content Management for the Performing Arts

Birmingham Royal Ballet

Summary

A content management system bringing together performers, repertoire, venues, performances and a media library.

Features
  • Controlled Access to management system
  • Content management and linked media library
  • Fully featured reporting including daily casting notices
  • Links to external systems

Platforms:
   Mobile App | Web | Windows Desktop | Windows Server

Fast Turnaround PDF Invoice Production

PlusNet / Romax

Summary

Import data and create up to 100,000 multi page invoices a day with a fast turn around

Features
  • Multi threading and advanced memory management
  • Customised data loading
  • PDF Rendering
  • Detailed Reporting
  • Approval Pipeline Integration

Platforms:
   Windows Server

Point of Sale Merchandise Distribution

iForce / United Biscuits / Red Bull / Spirit Group

Summary

Provide a web based facility enabling sales reps to order point of sale support material for delivery to shops

Features
  • Controlled Access
  • Stock Management
  • Integration with despatch system and delivery tracking
  • Package/Pallet count calculation

Time: 8 years, Continuous Development

Time to first release: 6 weeks

Platforms:
   Web | Windows Server | Windows Desktop

Campaign Statistics Collection and Reporting (CATS and EATS)

Economist Intelligence Unit/The Economist

Summary

This system collected marketing response and conversion data for all marketing activity worldwide and provided decision support analysis for planning future campaigns and activity.

Features
  • Response and Conversion Analysis
  • Statistical analysis
  • Advanced Reporting

Platforms:
   Windows Server | Windows Desktop
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