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A major supplier of accountancy training courses approached CIRCDATA to provide a complete solution to their booking requirements. The client wanted to offer their customers the option of booking training courses in three ways – written, by telephone and on-line. In addition they needed to give customers a variety of payment options including cheque, BACS, direct debit and debit or credit card.

Essentially the company was looking for a supplier to provide a complete integrated solution incorporating a customer service team and a call centre as well as a bespoke web site and supporting IT systems.

CIRCDATA created a solution that included the development of a web site providing self booking functionality via the internet as well as using the CIRCDATA call centre to take bookings and payments by telephone. The solution also provides full management and reporting capabilities for the client.

The client was looking to get the project moving quickly, and a detailed outline of the systems within a fixed price was produced for evaluation. Initially a series of static web pages were built that demonstrated the look, feel and functionality of the site showing how the end user would search for relevant training courses, make a selection and pay for the chosen course.

A ‘rapid application development’ methodology was adopted for the build process. Regular client meetings and contact ensured that the development met with their demanding expectations. This project management plan meant that we had a system ready for the client to set up product data within six weeks. The system was fully live just ten weeks from the deployment of the development phase and less than 4 months from the initial client contact.

A key part of the system for the client was its financial planning capabilities. This is an area in which we have expertise, including providing financial reporting facilities on subscription based products and we were able to put this to good use in providing a quality financial reporting suite that provides monthly revenue allocation when a series of courses are booked.

We also integrated our bespoke FUSION reporting system with the clients system in order to provide real-time MIS data to support their marketing campaigns.

In the first year of operation, the CIRCDATA built system has handled the booking of 30,000 places on 600 courses with a value in excess of £3 million.