Print this page

Case studies

Scarlett Corporate Services Limited are based in Douglas, Isle of Man.

MIGTurbo in Trust Services (CDD/KYC)

This case study is for a MIGTurbo CRM and CDD implementation at Scarlett Corporate Services.

The Client
Based in the Isle of Man, Scarlett Corporate Services specialise in the provision and management of offshore companies and trusts for tax efficient structuring to an international clientele.
 
Requirement
Implement a work flow solution to facilitate the effective daily management of client activity and CDD/KYC (Customer Due Dilligence/Know Your Customer) legislative requirements.
 
Testing
Scarlett Corporate Services initially concentrated their testing on the work flow and task management aspect of their requirements. Testing was then extended to the KYC functionality.
 
Client Comment
Commenting on the trial Ross Byrne, General Manager for Scarlett Corporate Services said, “We had looked at a number of different systems, many of which were either costly and complex or simply lacked a reasonable level of functionality to meet our management requirements. MIGTurbo was certainly very user-friendly and easy to understand and appeared to meet our requirements. Following initial testing we highlighted areas we felt the product could be improved and provided Island Web Works with our feedback. The next version had incorporated this feedback, which has subsequently enabled us to achieve our task management objectives and dramatically improve our day-to-day control over our administrative tasks.  
We are now concentrating our efforts on migrating our existing KYC records to MIGTurbo and to fully utilise MIG’s functionality.
 
As all our staff can access relevant client information stored within MIGTurbo, we have achieved a real benefit through improved information flow and reduction in time spent searching out file notes and other important client data.”
 
Outcome:
Scarlett Corporate Services have structured MIGTurbo to reflect their business processes and now regard it as a core system. The main benefits realised through MIGTurbo include; a centralised view of client matters such as; daily task management and activities pending; assets under management; and a comprehensive view of KYC and due diligence work that has been completed or is outstanding. Additionally, MIGTurbo provides the management team with immediate, ‘up to the minute’ views on many aspects of the daily business processes translating into high levels of customer service.
 
Scarlett Corporate Services web site
 
About Island Web Works
Island Web Works Limited is an Isle of Man based e-solutions specialist. In addition to web design solutions, the company specializes in custom-built Customer Relationship Management (CRM) solutions based on its MIGTurbo software platform.
 
MIGTurbo is a powerful CRM software suite that provides real-time access to key contact information, task management, and contact-related communications - instantly and securely without requiring any software installation on the workstation; to provide significant improvement to business processes.

Print this page
First Prev Next Last

MIGTurbo in Directory Services

This case study is for a MIGTurbo CRM implementation at Isleofman.com.
 
The Client
Isleofman Dot Com Ltd manages isleofman.com, providing promotional opportunities for the well established tourism and finance  business sectors with information sections covering the history and heritage of the Isle of Man.  Integral to the website is an online business directory including all Island based businesses categorised under their various activities.
 
The Problem
Isleofman.com is a rapidly growing business that is utilising technology to maintain their competitive edge.
 
As the main business focus is advertising within the isleofman.com business directory, a strategic decision was taken to find a CRM solution that would manage both the back office sales management and the business directory. Due to the dynamic nature of ‘doing business’ on the internet, isleofman.com is focused on automating as many internal business processes as possible. In late 2006, they started looking for suitable CRM software that was browser based using a SQL database. MIGTurbo was short listed and following further investigation and existing client references, an order was placed.
 
The Solution
The key business processes were identified as
 
• Customer service
• New Business Development
• E-marketing
• Business Directory management
 
Once the initial analysis of key business processes was complete, we proposed a custom designed solution to manage the business directory based on our MIGTurbo CRM software.
 
Solution Delivery
Isleofman.com provided an electronic copy of data which comprised approximately 6,000 client names, addresses and associated data for importation into MIGTurbo.

Following data migration and testing, MIGTurbo was installed at the client’s site. After user details and permissions were configured and user training undertaken the staff began using the system immediately.
 
Isleofman.com will use their internal development resource to develop a bespoke module for managing the business directory. This will integrate with MIGTurbo to avoid duplication and save time.
 
Quotation
David Le Prevost, Managing Director of Isleofman Dot Com Ltd said…
"As the leading on-line directory service for business and social life on the island we really are an ‘internet business’.  It was essential that we found technology solutions that would keep us at the forefront of the market.  
The MIGTurbo implementation and data transfer was completed efficiently and without drama by the Island Web Works team, as was the training of all our staff. It was always our intention that a single installation would manage our client relationships, our own e-marketing as well as managing the online business database.  In achieving this with MIGTurbo we have not only ticked all the right boxes but we have teamed up with people who really understand and appreciate the requirements of our business."
 
isleofman.com web site
 
About Island Web Works
Island Web Works Limited is an Isle of Man based e-solutions specialist. In addition to web design solutions, we specialise in Customer Relationship Management (CRM) solutions based on our award winning MIGTurbo software.
 
MIGTurbo is a powerful CRM software suite that provides real-time access to key contact information, task management, and contact-related communications - instantly and securely without requiring any software installation on the workstation.
 
MIGTurbo has been designed and developed by Island Web Works, and is currently the basis for most of our business activities. To date, we have completed over 20 MIGTurbo installations for clients on the Island. These installations have proven to be central to the efficient running of many of our clients’ operations.
 

MIGTurbo in Recruitment

This case study is for a MIGTurbo CRM implementation at Offshore Specialist Appointments Ltd (OSA). This case study highlights key elements of our approach including, problem identification and delivery of an effective business solution.
 
The Client
Offshore Specialist Appointments Limited is a well established Recruitment Agency with offices based in Guernsey and the Isle of Man. OSA have built their reputation on professionalism, discretion and commitment to ensuring the highest standards of service are maintained at all times with both clients and candidates alike. In their capacity as corporate recruitment specialists, OSA provide advice on a comprehensive range of recruitment and team building programmes.
 
OSA works closely with most of the islands leading organisations and is a member of the Recruitment & Employment Confederation, REC.  
 
The Problem
OSA is a dynamic and growing business that had many manual and legacy internal processes. As OSA successfully grew the business, these legacy processes were starting to impact on business growth.  
 
A strategic decision was taken to implement a single solution to automate many of the manual or spreadsheet based processes. OSA undertook a process to assess specialist Customer Relationship Management (CRM) software which could handle the requirements of both the Recruitment and Training divisions. MIGTurbo was singled out as a product that could be tailored to the specific requirements of OSA’s business.
 
The Solution
Island Web Works began by analysing the internal processes within OSA using its standard Business Process Reengineering (BPR) methodology. BPR is a management approach that examines aspects of a business and its interactions, and attempts to improve the efficiency of the underlying processes.
 
The key business processes were identified as
  • New Vacancy Registrations
  • New Candidate Registrations
  • Associated Due diligence
  • Marketing of recruitment vacancies
  • Training Course Management
  • Marketing of training course vacancies
  • Managing Client Correspondence (Documents, faxes, email)
  • Management Reporting

 
Once the initial analysis of key business processes was complete, IWW custom-designed a software solution to automate these processes based on its MIGTurbo CRM software.
 
Two specific modules were developed to cater for the OSA business – a Recruitment module and a Training module.
 
Solution Delivery
Island Web Works worked with OSA to extract an electronic copy of data from the existing legacy recruitment software and imported the relevant name, address and associated information into MIGTurbo.  
 
Following successful migration and testing of data, MIGTurbo was installed at the client’s site; all user details and permissions had been configured prior to installation. User training was undertaken and the OSA team began testing system functionality. The feedback process began with staff highlighting opportunities for further improvement and requesting additional functionality. As agreed at the outset, change requests were qualified and agreed software modifications were undertaken.
 
Island Web works has considerable experience with systems integration – particularly in integrating their MIGTurbo software with key client systems.  In the OSA implementation, MIGTurbo has replaced several manual processes to provide a centralized view of all client communication across the business. This means the number of applications required to manage daily work processes has been dramatically reduced, processes have been automated greatly reducing the time required, and management has clear visibility of client work-in-process; ensuring the business is able to respond faster to both client and candidate enquiries while maintaining the high standards of service to which they are accustomed.  
 
MIGTurbo manages the vacancy data on the www.osa.im web site. As new vacancies are added to MIGTurbo, these are displayed on the web site. Powerful integrated e-marketing tools are used to keep candidates informed about the latest vacancies via email or SMS.
 
Quotation
OSA commented:
 
“OSA has been at the forefront of recruitment services on the island for many years now. Following a successful implementation of MIGTurbo, we now have a simple to use, streamlined process for handling vacancies quickly and efficiently.  Within minutes of receiving a vacancy notification we can have it featured on our web site.  Suitable candidates can also be alerted immediately either via SMS text or email.  This allows us to bring our clients and candidates together – fast!  We believe that MIGTurbo gives us the edge over our competitors.”
 
OSA web site
 
About Island Web Works
Island Web Works Limited is an Isle of Man based e-solutions specialist. In addition to web design solutions, the company specializes in custom-built Customer Relationship Management (CRM) solutions based on its MIGTurbo software platform.
 
MIGTurbo is a powerful CRM software suite that provides real-time access to key contact information, task management, and contact-related communications - instantly and securely without requiring any software installation on the workstation..
 
MIGTurbo has been designed and developed by Island Web Works, and is currently the basis for most of our business activities. To date, we have completed over 20 MIGTurbo installations for clients on the Island. These installations have proven to be central to the efficient running of many of our clients’ operations.

MIGTurbo in Financial Services

This case study is for a MIGTurbo CRM implementation at MAC Financial. This case study highlights key elements of our approach including, problem identification and delivery of an effective business solution.
 
 
The Client
MAC Financial is an Isle of Man based organisation that provides financial services including Employee Benefits advice to large multi-national and small corporate clients. In its capacity as a Corporate IFA (Independent Financial Adviser) for investment business, MAC Financial facilitates and advises on a full range of financial planning services. These include design, advice and implementation of Employee Benefits Programmes for employers on the Isle of Man. In addition, independent financial advice is offered to the employees and pensioners of corporate clients.
 
MAC Financial also works closely with accountants and solicitors to provide a complementary service to their clients. These services are regulated by the Financial Supervision Commission, putting additional demands on MAC Financials ability to organise and access its data.  
 
The Problem
MAC Financial is a rapidly growing business with complex internal processes. These internal processes were complicated by the integration of three other businesses in the last three years. In 2004, MAC Financial acquired AON Financial Services, followed in 2005 by acquisition of Marsh (Isle of Man) Limited's Financial Services book of business. In September 2006 MAC also acquired Anglo Irish Bank’s investment advisory division
 
A strategic decision was taken to automate many of the internal business processes that had previously been handled manually. In early 2006, MAC started looking for Customer Relationship Management (CRM) software to manage client relationships. MIGTurbo was recommended to MAC Financial by another local company which was already using the software.
 
The Solution
Island Web Works began by analysing the internal processes within the MAC Financial business using its standard Business Process Reengineering (BPR) methodology. BPR is a management approach that examines aspects of a business and its interactions, and attempts to improve the efficiency of the underlying processes.
 
The key business processes were identified as
 
• New Business
• Policy management
• Scheme management
• Due diligence
• Client Correspondence  
   (Documents, faxes, email)
 
Once the initial analysis of key business processes was completed, IWW custom-designed a software solution to automate these processes based on its MIGTurbo CRM software.
 
Specific modules were developed to cater for the MAC Financial business – Scheme Management and Policy management
 
Solution Delivery
MAC Financial provided Island Web Works with an electronic copy of data that comprised approximately 6500 client names, addresses and associated information. Island Web Works imported this data into MIGTurbo. The Schemes Management and Policy Renewal data that was managed on MS Excel spread sheets was also imported and associated with the relevant client records in MIGTurbo.  
 
Following successful migration and testing of data, MIGTurbo was installed at the client’s site; all user details and permissions had also been configured prior to installation. User training was undertaken and the staff began using the system immediately. The feedback process began with staff highlighting opportunities for further improvement and requesting additional functionality. As agreed at the outset, change requests were qualified and agreed software modifications were undertaken.
 
Island Web works has considerable experience with systems integration – particularly in integrating their MIGTurbo software with key client systems.  In the MAC Financial implementation, MIGTurbo has been integrated with MAC Financial’s LaserFiche™ Document Management software to provide a centralized view of all client communication.  
 
Subsequent to the implementation of MIGTurbo, the number of applications required to manage daily work processes has been streamlined; management has gained greater visibility of client work-in-process; and the business is able to respond faster to client enquiries while maintaining the high standards of service to which they are accustomed.  
 
Client Comment
Jon McGowan of MAC Financial said:
 
“MAC Financial prides itself on being at the leading edge of client services. Following a successful implementation of MIGTurbo, we have transformed from an organisation with vast amounts of paper flowing around the business on a day to day basis to a situation where we have virtually stopped printing paper due the level of integration we have achieved.  More surprisingly, we achieved this in a very short time frame. We especially liked the dedication to detail, willingness to “put in the hours” and commitment to deliver the very best that Island Web Works brought to this project”
 
MAC Financial Web Site
 
About Island Web Works
Island Web Works Limited is an Isle of Man based e-solutions specialist. In addition to web design solutions, the company specializes in custom-built Customer Relationship Management (CRM) solutions based on its MIGTurbo software platform.
 
MIGTurbo is a powerful CRM software suite that provides real-time access to key contact information, task management, and contact-related communications - instantly and securely without requiring any software installation on the workstation; to provide significant improvement to business processes.
 

MIGTurbo in Publishing

This case study is for a MIGTurbo CRM implementation at the Mannin Media Group.

The Client
Operating from purpose built premises in the Isle of Man, Mannin Media Group is the Island’s premier publisher of quality magazines. The group also provides a comprehensive range of pre-press services, Graphic Design, Advertisement Planning and Placement and Exhibition management services catering for local Exhibitions, Conferences and Corporate Events.  
 
Requirement
Implement an information management system that would meet the daily requirements of a dedicated telesales team, production team and administration team. The company is committed to the Investors in People programme, and required a solution that was easy to use, yet flexible enough to meet the varying departmental requirements. Management reporting was also important, as the system was to be used for sales forecasting and activity management.
 
Evaluation
Mannin Media were originally considering having a bespoke software solution written specifically for them, however, after reviewing their requirements and evaluating the MIGTurbo software, it was decided that MIGTurbo adequately met their immediate requirements, and offered future expansion.
 
Feedback
Commenting on the trial Steven Brown, Managing Director of Mannin Media Group said "We were considering having a bespoke solution developed, however, the on-going development costs and uncertainty of a delivery time frame caused us to review some off the shelf solutions. MIGTurbo was a real find! Out of the box it addressed all of our requirements and even offered a mechanism to review information handled by separate applications such as our works order processing and accounting systems.
 
Currently, 12 members of staff are using MIGTurbo and we have realised real benefits from day one."
 
Outcome:
Mannin Media Group are delighted with the MIGTurbo implementation and are presently using it to manage daily sales activities, activity reporting and sales forecasting.
 
About Island Web Works
Island Web Works Limited is an Isle of Man based e-solutions specialist. In addition to web design solutions, the company specializes in custom-built Customer Relationship Management (CRM) solutions based on its MIGTurbo software platform.
 
MIGTurbo is a powerful CRM software suite that provides real-time access to key contact information, task management, and contact-related communications - instantly and securely without requiring any software installation on the workstation; to provide significant improvement to business processes.

MIGTurbo in Accountancy

This case study is for a MIGTurbo CRM implementation at Shimmin Wilson & Co.
 
Shimmin Wilson & Co
Shimmin Wilson & Co are a firm of Chartered Accountants based in the Isle of Man. They provide a comprehensive range of business advisory and accountancy services including; registered auditors; trustees in bankruptcy; insolvency and liquidation services.
 
Requirement
Shimmin Wilson & Co were looking for a database solution that would enable them to consolidate and manage client data held across a number of legacy systems whilst incorporating KYC related data. CRM was not the central focus, however, the benefits of managing this data centrally were recognised.
 
Testing
Shimmin Wilson & Co implemented the core CRM module and focused their efforts on mapping data to the structures available within MIGTurbo. The bulk of legacy data now imported into MIGTurbo the focus will move to report management.
 
Client Comment
Commenting on the installation, Paul Shimmin, a Partner in Shimmin Wilson & Co said "We had considered writing an in-house solution from scratch using an off the shelf application, however, the time and costs associated with a ‘DIY’ solution were not justified. MIGTurbo provided the functionality we sought and offered the potential for further development if we required it. Because MIGTurbo does not restrict our use of the various fields, we have been able to use the system in a manner that meets our requirements and which provides users immediate access to relevant information. This includes the ability to cross-reference a variety of information including KYC data enabling the user to find similar data at the click of a button.”
 
Outcome
Shimmin Wilson & Co have now updated the core information within MIGTurbo and are focused on defining their reporting requirements. Reporting is recognised as a major administrative benefit that will also assist with general customer relationship management and marketing activities.  
 
About Island Web Works
Island Web Works Limited is an Isle of Man based e-solutions specialist. In addition to web design solutions, the company specializes in custom-built Customer Relationship Management (CRM) solutions based on its MIGTurbo software platform.
 
MIGTurbo is a powerful CRM software suite that provides real-time access to key contact information, task management, and contact-related communications - instantly and securely without requiring any software installation on the workstation; to provide significant improvement to business processes.

MIGTurbo in Trust Services (CDD/KYC)

This case study is for a MIGTurbo CRM and CDD implementation at Scarlett Corporate Services.

The Client
Based in the Isle of Man, Scarlett Corporate Services specialise in the provision and management of offshore companies and trusts for tax efficient structuring to an international clientele.
 
Requirement
Implement a work flow solution to facilitate the effective daily management of client activity and CDD/KYC (Customer Due Dilligence/Know Your Customer) legislative requirements.
 
Testing
Scarlett Corporate Services initially concentrated their testing on the work flow and task management aspect of their requirements. Testing was then extended to the KYC functionality.
 
Client Comment
Commenting on the trial Ross Byrne, General Manager for Scarlett Corporate Services said, “We had looked at a number of different systems, many of which were either costly and complex or simply lacked a reasonable level of functionality to meet our management requirements. MIGTurbo was certainly very user-friendly and easy to understand and appeared to meet our requirements. Following initial testing we highlighted areas we felt the product could be improved and provided Island Web Works with our feedback. The next version had incorporated this feedback, which has subsequently enabled us to achieve our task management objectives and dramatically improve our day-to-day control over our administrative tasks.  
We are now concentrating our efforts on migrating our existing KYC records to MIGTurbo and to fully utilise MIG’s functionality.
 
As all our staff can access relevant client information stored within MIGTurbo, we have achieved a real benefit through improved information flow and reduction in time spent searching out file notes and other important client data.”
 
Outcome:
Scarlett Corporate Services have structured MIGTurbo to reflect their business processes and now regard it as a core system. The main benefits realised through MIGTurbo include; a centralised view of client matters such as; daily task management and activities pending; assets under management; and a comprehensive view of KYC and due diligence work that has been completed or is outstanding. Additionally, MIGTurbo provides the management team with immediate, ‘up to the minute’ views on many aspects of the daily business processes translating into high levels of customer service.
 
Scarlett Corporate Services web site
 
About Island Web Works
Island Web Works Limited is an Isle of Man based e-solutions specialist. In addition to web design solutions, the company specializes in custom-built Customer Relationship Management (CRM) solutions based on its MIGTurbo software platform.
 
MIGTurbo is a powerful CRM software suite that provides real-time access to key contact information, task management, and contact-related communications - instantly and securely without requiring any software installation on the workstation; to provide significant improvement to business processes.

MIGTurbo in Banking

This case study is for a MIGTurbo CRM implementation at Allied Irish Offshore.
 
Allied Irish Offshore
Based in the Isle of Man, Allied Irish Offshore is part of the AIB Group; Ireland's leading banking and financial services organisation employing almost 30,000 people worldwide in more than 1,000 offices.
 
Requirement
Implement a contact management system for the bank's intermediaries and banking staff. Prerequisites included ease of use, and the ability to work effectively over a dedicated WAN (Wide Area Network) link.  
 
Testing
Allied Irish Offshore concentrated their testing on the application's function as an intranet-based Customer Relationship Management (CRM) solution.
 
Client Comment
Commenting on the trial Noel Duffy, Marketing Manager for Allied Irish Offshore said "We had been looking at a number of different systems and some were extremely complex, leading to a danger that staff might not use them at all. We found that MIGTurbo was very user-friendly, easy to understand and it met the needs we had for our intermediaries. Allied Irish Offshore tested the application through its team of managers who regularly interact with financial intermediaries to provide constantly updated business reporting and a useful diary system which tracks appointments and tasks through shared access between the Isle of Man and Jersey.
 
Around 20 members of staff were involved in the initial testing and we found that we no longer required multiple copies of commercially sensitive data to be held separately on laptops or PCs. We experienced real benefits from MIGTurbo and have now extended this further by applying it to our customer relationship managers.”
 
Outcome
Allied Irish Offshore gave the application their stamp of approval after a 'live trial' lasting several months. They now have around 120 members of staff using MIGTurbo CRM.
 
 Allied Irish Offshore web site
 
About Island Web Works
Island Web Works Limited is an Isle of Man based e-solutions specialist. In addition to web design solutions, the company specializes in custom-built Customer Relationship Management (CRM) solutions based on its MIGTurbo software platform.
 
MIGTurbo is a powerful CRM software suite that provides real-time access to key contact information, task management, and contact-related communications - instantly and securely without requiring any software installation on the workstation; to provide significant improvement to business processes.