CASE STUDY
Finance
Insolvency Practitioners Harrisons implement Microsoft Dynamics 365 to improve service operations to maximize uptime for their high-profile clients.
Overview
Harrisons Business Recovery and Insolvency have built strong and lasting relationships with financial institutions across the board in the UK for many years working with them to protect their interests via their professional handling of insolvency matters ranging from liquidations, administration, bankruptcy and individual voluntary arrangements.
Challenges
A challenge Harrisons found after acquiring one of their high-profile clients’ business was that actions such as processing, monitoring, and reporting information such as complaints was getting messy and untidy if not organized and looked after on a day-to-day basis. A large amount of information was collated but with no organization or structure within their clients’ organization.
“The company over recorded their complaints on an Excel spreadsheet and managed them, not very well, in an outlook inbox. And there was no there was no trace to see if your email was received, if it was actioned or even the outcome.”
Solution
Harrisons was looking for something that was easy to use for managers and employees inputting and processing data. They wanted something which was complete solution that would constantly evolve, allow growth, update, and doesn’t break the bank.
Current Process
The implementation of Microsoft Dynamics 365 enabled Harrisons to recognize how easy it was to migrate years of legacy information from one source to another. It helped them improve work efficiency, reduced man-hours and, in due, course abled them to shift their time to more important matters – which ultimately increased their business management accuracy on a large-scale basis. Something which wasn’t being secured previously.
“What was amazing about it was that everything is in one place.”
Whether it is monitoring traffic patterns or a customer’s account activity, Harrisons now use Microsoft Dynamics 365 for day-to-day customer service and complaint management to identify and address problems before they begin to affect the customer relationship for this particular account. And when in doubt, the company has access to a vast knowledge base of answers now to deal with the influx of enquiries/complaints which were overwhelming the previous owners.
“On Dynamics, it takes less than five minutes to get the information needed for reporting ”
