Presented by: Jan Anderson

Date:19th Oct 2005

Case Study - Citation plc

Agenda

Company overview

Business operations

Room for improvement

Solutions

Summary

Citation Plc – Company Overview

Est 1995

Knutsford, Cheshire

Professional advice and compliance packages

Employment Law / Health & Safety

150 Staff

Citation – Company Overview

Risk assessments

Health & Safety policies

Employment tribunals

Contracts of employment & handbooks

Services

Citation Plc - Clients

"The team at Citation have proven themselves invaluable in implementing watertight policies and procedures, and their 24 hour helpline is genuinely first class".

Mark Wardle Managing DirectorThe Wardle Group

Citation – Sales & Marketing Strategy

Specify target audience for Citation services

Build/maintain a high quality prospect database

Acquire supplemental data

Telesales team - outbound calling campaigns

Arrange for site visit where appropriate

Citation Plc – Operational Issues

Customer acquisition strategy

Quality of data

Telephone numbers

Employee numbers

Expensive administrators

First impressions

QAS Solution

Citation Plc

Remove ‘Old’ accounts

Remove duplicates

Cleanse addresses

Format addresses

Validate / append telephone numbers

Validate / append employee numbers

QAS Solution

Quick Address Batch

Citation Plc

Hellman Worldwide

Lancaster Way

Lichfield

WS13

QAS Solution

Quick Address Batch

Citation Plc

Hellman Worldwide

Lancaster Way

Lichfield

WS13

Hellman Worldwide Logistics

Kuhlman House

Lancaster Way

Fradley Park

Lichfield

Staffordshire

WS13 8SX

01543 443400

Headquarters

250 People

Transport Agencies

QAS Solution – Data Capture

Inbound enquiry handling

Speed of capture

Accurate company, address and profile details

Potential for tailored response

QAS Solution – Data Capture

QAS Solution – Data Capture

Summary

Citation – strategy for growth

QAS consultation – the data flow

Testing the proposed solution – cost / risk

Tangible results

A data strategy and workflow model

Thank you for listening

Any Questions?