West One Loans

Case study

The Brief

West One Loans had been using a legacy system but it was limited and slow so RD Research was asked to design a system that could speed up the many internal processes.

These included tracking new business in the "pipeline" calculate commissions based on complex algorithms, highlight new business opportunities, alert to approaching deadlines and escalate, track payments, automatically generate documentation, generate case summaries, highlight special requirements, generate custom internal reports quickly, save the templates for later use and track the financial elements to "penny perfect" standard.

What We Did

We worked with management at identifying core needs and existing bottlenecks. We developed a comprehensive specification and requirements list and developed test screens to ensure we delivered what was needed. We took the time to fully understand what was required.

Results

"We work in a very competitive market where things move quickly. The system RD Research delivered has driven profits up by giving our team access to all the information they need and by automating many tasks. This gives us the time to have valuable conversations with our prospects that drive revenue.
Throughout the project we had a good working relationship with RD Research and highly recommend them."

David Kreeger MD

To find out more about our work and how we could help you, Call us on +44 (0) 1603 872331 or email info@rdresearch.co.uk