SMXi: Case Studies Archive - Page 2 of 2 - SMXi Software

Case Studies

Fast Turnaround PDF Invoice Production

PlusNet / Romax


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

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

   Windows Server

Gift Aid Reclaim Solution for Charities


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.

  • 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


Charity Shop Management (GiftAider Patron)

Tenovus Cancer Care


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

  • 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

   Web | Windows Server | Windows Desktop

Specialist Content Management for the Performing Arts

Birmingham Royal Ballet


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

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

   Mobile App | Web | Windows Desktop | Windows Server

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