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Case Studies

Quick, simple and accurate contract generation

Create contracts or other documents using Excel data without the need to copy/paste or rekey! The Problem The client was using a manual process to create contracts for their clients who store caravans on their site.  These were often hand written and there was no method for tracking when contracts were due for renewal, when…

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Book Keeping solution

Using Excel to create a straight forward book keeping solution My client had looked at several accounting packages, but just wanted something straightforward which gave him a place to record income and business expenses.  Excel was the perfect solution, giving the flexibility he needed whilst providing all the data required by his accountant. Features and benefits As…

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Navigating new software projects

Supporting the implementation project ensured a smooth transition William Russell are an insurance company specialising in global protection policies for people who live and work internationally.  They selected Nordic Insurance software to replace their previous systems; this was a large and complex project covering both policy sales and adminstration and claims handling. Benefits Added With…

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Auto Data Processing

Automate manual data processing to save time and improve accuracy William Russell Limited, a company specialising in ExPat and Income Protection insurance, had recently implemented a new computer system to manage their policy sales and claims handling functions.  As part of the new system, a standard report had been created to detail policy premium transactions.…

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Project Tracker for Construction

Keep track of project timings and cashflow Managing multiple projects and keeping track of invoicing and costs can be complex and time-consuming.  If this isn’t managed carefully, it can have an impact on profitability and cash flow.   The Project Tracker tool includes an “Alerts” page to highlight anything which needs immediate attention such as overdue…

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Events Management

How automation and visibility of data helped create a successful event Organising events can be a complex and time-consuming process.  For iSew, this involves arranging classes, tutors, rooms and ticketing and keeping track of these is critical to ensure the event runs smoothly.  Although spreadsheets were in place, as events became more complex the manual…

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