Case Studies
We support some very busy business professionals. It is not always possible for them to take the time to share their stories. Let us give you an example. Please note, due to our strict confidentiality policy, client names are changed to ensure their privacy.
For personal stories and comments left by our Clients, visit our Client review page. Go now>>
Case Study 1 - Document Conversion
Client Situation
A financial institution was in the process of converting their word processing documents from WordPerfect to Microsoft Word. A major part of this conversion is maintaining precise formatting specifications while converting all policy, procedure and form documents.
Challenges
- Converting documents from WordPerfect to Word
- Retain precise formatting of original documents
- Establish collaborative environment between both project management teams
Solution
The Client sent hard copy and electronic files on CD to Admin and Beyond via common carrier.
Admin and Beyond created a workspace for the client on our Central Desktop®. Original files were uploaded to establish a document history, workflow routing, deadlines and approval process. Files were then converted, formatted, proofed and approved according to the Client's specific guidelines.
Central Desktop provided the perfect project management environment. The project team, comprised of desktop publishers, editors, and subject matter experts on the Client-side, were alerted by email when documents had been routed to the next level of processing. At this time, the team member would log in and check out a document to signify to the group that it was being reviewed or revised. The Client, also alerted by email as to the staus of each document, was able to log in and check the overall status of their project and download completed documents as they became available. Questions pertaining to the project were addressed immediately through the Central Desktop comments section to maintain a record of all communications and updates on the project.
Upon completion of the project, all original hard copy files and CDS, as well as, a copy of all document history and communications on the project collaboration site were backed up, burned to CD and sent to the Client.
Result
By using Admin and Beyond’s services, the Client was able to complete this large project comfortably with exisiting staff, while maintaining a somewhat normal routine with minimal interruption. The Central Desktop provided our Client with the comfort of being able to track progress, answer questions and see document history for each file, in one convenient place. The ability for every team member to engage in exchanging feedback made the transfer of important information immediate and efficient for the whole team.
Case Study 2 - Email Marketing
Client Situation
A dental professional needs a monthly newsletter sent out. He has a list of contacts, some great ideas for articles and a selection of images to work with. He is looking for someone to put it all together for him.
Challenge
- Set up and maintain email marketing service for the Client
- Prepare a template that supports the Client's branding strategy
- Set up mailing lists and procure necessary approvals in accordance with SPAM regulations
- Prepare and send monthly newsletters using the Client's chosen materials
Solution
Admin and Beyond established an email marketing account for Client through partnership with Constant Contact®, designed the Client's newsletter template and set up mailing lists. Each month we generate a draft newsletter from articles an images the Client sends. The client approves the draft and the email is scheduled for delivery.
Result
The Client is able to communicate important advances in the dental field to his peers and share actual cases from his private pratice without having to learn a new software or worry about the maintenace of his contact list. He is able to establish authory in his field and work on his marketing plan without taking extra time away from his patients.
Case Study 3 - Personalized Patient Service
Client Situation
A doctor has two offices. She employs a full-time staff at one location, but can't find a reliable person willing to work minimal hours at the location she occupies one day per week. This second office really needs to be monitored for new appointments and patient schedule changes.
Challenge
- Establish a phone line
- Transfer phone calls to the new service to be answered by Admin and Beyond
- Establish a connection with the Client's appointment calendar
Solution
Admin and Beyond establishes a phone line through our Virtual PBX® Partnership to have the Client's phone calls transferred to us, as needed. The calls are therafter answered as if the Admin and Beyond representative is present in the Client's office.
A direct link to the Client's appointment calendar was established for the purpose of updating and making patient appointments so customer service could be seamlessly maintained.
Result
The Client can be secure in knowing that instead of leaving messages, her patients have the personalized service they have become accustomed to and can make appointments or changes, as needed.
With Admin and Beyond monitoring the phones and the appointment calendar, the Client is able reduce overhead for the second office by not staffing it when it's closed.
Case Study 4 - A Central Workspace Accessible Anywhere, Anytime
Client Situation
A business professional with multiple priorities, requires a fully functional support structure to achieve day to day business directives. She appreciates having access to a variety of talents with one point of contact to coordinate workflow through. Her hectic schedule means she is not always available during standard business hours.
Challenge
- Access to workflow to maintain productivity beyond standard business hours
- Competent personalized business support that will expand and contract with her varying needs
Solutions
The Client activates a virtual workspace on Admin and Beyond's Central Desktop® where she can exchange new and completed assignments with her team on a daily basis. She is pleased to discover that the workspace also doubles as a file server, and that it's backed up on a daily basis. She can now access her files from any place she has an Internet connection, and she can unload all of those extra files chipping away at the diskspace on her laptop.
Generally, she requires basic office support and services. However, for those times when she has a special project requiring, a large staff and various project management capabilites, she is pleased to know that she can have a team assembled and ready to go with one phone call to her project manager.
Result
This busy professional has access to the products, services and files she needs, at the moment she needs them. She has one point of contact to coordinate efforts she doesn't have time for and knows that her project needs will be met successfully with adequate professional staff.
