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

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

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

Technologies: Stripe PayPal Revolut RemObjects Worldpay

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

Technologies: TMS Webcore FireDAC RemObjects Romax

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

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

Technologies: TMS FNC Charts TMS Webcore

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

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 charity shop management 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

Technologies: TMS XData TMS Webcore TMS Sphinx

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

Technologies: PayPal RemObjects

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

Technologies: TMS FNC Charts

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

Technologies: RAD Studio Worldpay

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

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