Managing £5 billion worth of property assets requires fast and flawless coordination between sales, service, and back-office staff. And to make that happen you need complete, accurate, and easily accessible customer data.
For our client, this data included customer requirements documents, tenancy calendars, meeting calendars, and customer notes. However, the customer’s existing system required staff to search manually through multiple documents to find the data they needed. This disparate data was causing inefficiencies across the company’s sales, marketing, and finance teams.
In brief, the drawbacks of this unintegrated data were:
- no customer-centric view of customer data
- slow processes affecting customer satisfaction
- higher operating costs due to manual tasks
And there was another barrier: the customer data was in SharePoint 2013, which had reached the end of Microsoft support. Besides the cost of Microsoft extended support, the company also had to plan for SharePoint 2013 end of life in 2023. Another negative was the high cost of maintaining the on-premises SharePoint server.
For these reasons, it was clear that the company needed to migrate its customer data to an integrated modern platform.