SMXi: Case Studies Archive - SMXi Software
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Case Studies

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

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

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

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

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

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

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

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

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

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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