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Owen James

Client's Profile

In the summer of 2005, Owen James was established to provide a platform for strategic engagement within the financial sector where visionaries in the industry could discuss and understand the business and investment issues that were affecting the entire industry. This would eventually enable firms to conduct business in a better manner – commercially, intelligently and ethically.

To achieve its aims, the company arranges events which provide vision and inspiration for the future. Owen James focuses on three core communities; wealth management and private banking, financial advisory and retail financial services.

Challenges

As an event management company, Owen James was organizing several events throughout the year but the main problem they were facing was that they had to manually create lists to send invites for each event which was costing them time, money and effort. Moreover, Owen James’ employees were using raw email and excel sheets so there was the risk of data getting duplicated. Rolustech assessed the unique needs of Owen James and suggested the implementation of the SugarCRM solution which could easily be customized according to their unique requirements.

Deliverables

  1. Customized SugarCRM Implementation
  2. Deduplication and Migration of data from legacy system
  3. Strategy to increase user adoption
  4. Integration with Blaze CMS

Solution

Firstly, Rolustech planned the custom implementation of SugarCRM for Owen James. This involved data migration from 20 extensive Excel sheets in the beginning. Since Owen James had limited staff, there was a huge issue of duplication which had to be taken care of. Rolustech began by moving all the data from Excel to Sugar. This allowed all the information to be available on a single platform in a more organized manner.

Extensive deduplication of data was carried out. The data was cleaned to ensure that there was no duplicate data being entered into the CRM system. Nearly 100,000 records were migrated by Rolustech within a time span of just 3 weeks.

To help Owen James increase user adoption and get the best potential out of their CRM, Rolustech collaborated with RT Labs to provide on-site training to the firm.

Results

The Sugar CRM solution allowed Owen James to send out invites for an event faster and in a more efficient manner.

There was a significant amount of improvement in record keeping. The hassle of creating lists manually was eliminated completely with the implementation of Sugar.

Rolustech plans to integrate Owen James’ Blaze CMS with Sugar in order to provide them with a single operating system for their event management system.

Overall, the Sugar solution enabled Owen James to manage all their processes smoothly from a centralized platform. Rolustech plans to integrate Sugar with Blaze CMS in the future to put the success of Owen James on an even higher trajectory.

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