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

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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

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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

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

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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

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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

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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

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

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

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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

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    Slide 1