We used our industry knowledge to help our client choose the right new wealth management system for their business. We also helped in establishing training needs and in articulating a draft plan and approach for implementation.
Over a six-month period we supported our client in a wide-ranging project to replace technological infrastructure across their company. Our work began with setting the boundaries and governance for implementation and included management of various areas of delivery to ensure a successful transition.
Our client had received negative feedback from customers in relation to the process for booking events through the existing events management system. In response to this feedback a new events managed system, Eventbrite, was researched, selected and implemented to provide an improved customer experience.