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Presented by: Jan Anderson Date:19 th Oct 2005

Case Study - Citation plc. Presented by: Jan Anderson Date:19 th Oct 2005. Agenda. Company overview Business operations Room for improvement Solutions Summary. Citation Plc – Company Overview. Est 1995 Knutsford, Cheshire Professional advice and compliance packages

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Presented by: Jan Anderson Date:19 th Oct 2005

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  1. Case Study - Citation plc Presented by: Jan Anderson Date:19th Oct 2005

  2. Agenda • Company overview • Business operations • Room for improvement • Solutions • Summary

  3. Citation Plc – Company Overview • Est 1995 • Knutsford, Cheshire • Professional advice and compliance packages • Employment Law / Health & Safety • 150 Staff

  4. Citation – Company Overview Services • Risk assessments • Health & Safety policies • Employment tribunals • Contracts of employment & handbooks

  5. 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

  6. 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

  7. Citation Plc – Operational Issues • Customer acquisition strategy • Quality of data • Telephone numbers • Employee numbers • Expensive administrators • First impressions

  8. QAS Solution • Remove ‘Old’ accounts • Remove duplicates • Cleanse addresses • Format addresses • Validate / append telephone numbers • Validate / append employee numbers Citation Plc

  9. QAS Solution Citation Plc Hellman Worldwide Lancaster Way Lichfield WS13 Quick Address Batch

  10. QAS Solution Citation Plc Hellman Worldwide Logistics Kuhlman House Lancaster Way Fradley Park Lichfield Staffordshire WS13 8SX 01543 443400 Headquarters 250 People Transport Agencies Hellman Worldwide Lancaster Way Lichfield WS13 Quick Address Batch

  11. QAS Solution – Data Capture • Inbound enquiry handling • Speed of capture • Accurate company, address and profile details • Potential for tailored response

  12. QAS Solution – Data Capture

  13. QAS Solution – Data Capture

  14. Summary • Citation – strategy for growth • QAS consultation – the data flow • Testing the proposed solution – cost / risk • Tangible results • A data strategy and workflow model

  15. Thank you for listening Any Questions?

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