Design and develop an entirely bespoke, new Customer Relationship Management database with an integrated front end client website.

Our client’s primary goal was to increase efficiency across their whole operational systems. The issue was developing a system that would be able to migrate their 30 year old Access database. The system not only had to modernise their day to day operations but also feature an integrated front end client onboarding website. Finally the new system had to streamline their BACS processing facility.

Type of work

Custom CRM, Financial Software, Custom Website, BACs System, Web Design, Web Development, CRM, onBoarding

Sector

Financial Services

Location

Glasgow, UK

Technologies Used

ASP.NET Core MVC C#, HTML5, CSS, JS Java SSRS Reporting Services, Web API

Platforms

Windows Server, Microsoft SQL Server

Thunderbolt Modules

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What is ThunderBolt?

What is ThunderBolt?

What the client wanted

Tentacle Solutions was hired to help modernise the technology our financial clients use for day to day operations. At the time they were using an Access Database for their CRM. Unfortunately, the system had been developed over 20 years prior and had multiple patches since. The staff and management needed a more robust, scalable and modern platform in which to run their business.

What we delivered

Tentacle initially spent weeks analysing a 30-year-old Access database. We then developed a functional document which incorporated all the new features our clients desired along with a plan to ensure the existing data could be carried over. After 4 months, Tentacle designed a completely new system developed over our ThunderBolt platform. The new system carried over all the data from the Access Database. We delivered a front-end client website along with a future proofed Customer Relationship Management system.

The system allows our clients to integrate their day to day operations seamlessly as well as allowing them to communicate with their customers easily. The website allows customers to apply online and automatically transfers their details into the CRM. The system also streamlines their BACS processing facility.

Client feedback

We were treated as an individual company and they listened to what we wanted to achieve. Their style was very much a personal one. I had a known point of contact who I could phone or e-mail at anytime. All requests were dealt with in a timeous manner. The system they have delivered is now driving major efficiencies across our whole operation.

Ewan Watson
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