Do more with your systems and data
Protect the business! Is your data and files safe, is your IP protected?
Streamline & Integrate Systems
We’ll take care of; endless codes and drop downs, old/inaccurate data, cumbersome interfaces, user disengagement
Does it leave with your leaver? INEO won’t leave you be EXPOSED TO THE ELEMENTS!

Configuration, Migration & Integration

INEO work with databases of all sizes across many different platforms, giving us the knowledge and understanding of the common pitfalls and necessary considerations required when managing software transition and configuration. We ensure security of your data, guaranteeing no losses and providing back ups as standard. Our efficient processes enable you to continue working normally during this time, so you don’t experience disruption and can continue to provide your usual service to your clients.

Migration
INEO will prepare your systems and data for a “clean” migration – transferring only relevant data, in the correct format, into the appropriate section.

Data is transferred and tested to ensure it is useable in the new system(s);
Codes and drop down fields are maintained and restructured if required;
System features are configured to ensure they are fit for purpose and ready to use; and
Your new system is connected to internal software, third party systems and services; such as your own website, LinkedIn, and mid/back office.

Configuration
INEO will set up and format your screens, forms and fields so that:

Key information is clearly defined, positioned and easy to read;
Actions and workflows such as records search, e-shots, interview bookings etc. are accessed in as few clicks as possible; and
Code structures and drop-downs are relevant, easy to use and provide value when you require them for data entry and search functions.

Once complete, INEO can address any workflow and reporting issues you may have, and provide training to ensure your staff use your new or improved system as effectively as possible. Please see the following links for more information.

Workflow & Reporting

Implementation & Training

“Since I launched The Barton Partnership John’s input has had a major influence in our success and growth.”

Nick Barton - CEO, The Barton Partnership

INEO Case Studies

  • CRM Migration & Data Cleanse

    CarmichaelAU Logo

    Challenge

    • Extract data from old CRM database
    • Reformat for easy and complete upload to new software
    • Retain all codes, documents and activity/note logs

    Action

    • Extract and verify data quality & quantity
    • Data cleanse to improve access and usage
    • Prepare all data in required format for migration

    Result

    • Simple, fast and comprehensive data migration. Successful accelerated implementation to new CRM.
  • Code Fix, Interface Declutter & User Retraining

    New Street Group Logo

    Challenge

    • Unscalable, inflexible and misused code structure
    • Multibrand user base with differing needs and priorities
    • Cluttered and confusing interface

    Action

    • Code & configuration analysis
    • Code restructure & interface optimisation
    • User acceptance testing
    • Modulised and brand tailored training programme

    Result

    • Implementation & rollout of a streamlined interface and code structure
    • Time saving of 1 hour of system admin per day
    • Improved user engagement and propagation of system usage and best practice
    • Self maintaining database