Case Study
Zoho Case Management Case Study: Cutting Case Completion From 90 Min to 10 Min
This case study shows how an insurance assessment business replaced Harvest, Dropbox and Outlook with one Zoho case management platform, cutting case completion from 90 minutes to 10. It also saves an estimated $10,000 a year in software subscriptions.
Zoho CRM Implementation Case Study: From Spreadsheets to an Integrated Platform
This case study shows how an HR company moved from spreadsheets, Microsoft Planner and Mailchimp to a Zoho CRM implementation. We assessed the options with the owner, and Zoho CRM Professional gave the business what it needed at a substantially lower cost than Microsoft Dynamics. It later grew into Zoho One.
Independent Cybersecurity Advice Case Study: How a Property Investment Advisor Chose a Provider
A Property Investment Advisor wanted to strengthen its cybersecurity maturity without approaching the market blind. Wild Squirrel Technology acted as an independent adviser. We assessed the Property Investment Advisor’s requirements, translated its business risks into a specification for a managed cybersecurity service, ran a comprehensive Request for Proposal and represented the Property Investment Advisor’s interests throughout. We weren’t selling the service ourselves. We also helped the Property Investment Advisor look at backup and recovery, so nothing outside the provider’s scope was overlooked. A year later the selected provider was still monitoring the Property Investment Advisor’s systems around the clock, and the business had grown from eight people to 21.
ServiceM8 Audit: Finding the Improvements Actually Worth Making
Many trade businesses already have ServiceM8. The question is whether it is set up around the way the business actually works. Wild Squirrel Technology independently audited ServiceM8 for BWJ Plumbing and Gas and IntaFlow Services, comparing each configuration with day to day operations. The two audits produced different priorities, and both reports flagged features worth leaving alone. Each business received a prioritised roadmap showing what was working, what could improve and where its budget would go furthest,, and each business now has a practical plan for the future as it grows and evolves.
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