Thadeus: A digital overhaul. Integrations, international functions and system mergers.

Thadeus provides a bespoke concierge service for the super-wealthy. We provided a digital overhaul for Thadeus and partner companies. A new system to reduce manual processes, allow central management of an international business and create efficiency across partner businesses.

Delivery

Desktop, Mobile, Tablet, Web Portal

Technology

What was the client's opportunity?

Thadeus approached us for help to overhaul their digital processes. Their current system had grown over many years, leading to frustrations and inefficiencies. The team was carrying out many manual tasks, particularly around communication. Thadeus and its partner companies each had their system or process, making financial management laborious and not fit for purpose. Additionally, Thadeus operates internationally, and the system is needed to facilitate this.

What was the solution?

Following an analysis of Thadeus’s process workflow, we provided recommendations for a transformation of digital processes. We built a new system on the Claris FileMaker Platform. This has provided many new functionalities to improve business function. The project was divided into sections and prioritised. Some of the many functions provided along the way included:

  1. A new dashboard for staff to provide a system overview.

  2. Setting up an integration with Xero for vastly improved, cross-company financial management.

  3. Integration of currency exchange information. 

  4. Completing work to merge the functionality of a partner’s system into the new system to provide a new cross-company system that was fit for purpose. 

  5. An overhaul of communications, automating wherever possible.

  6. Integration with WhatsApp. 

How did our work make a difference?

Thadeus now has a system-driven process that will save them 1000s of man-hours. Thadeus’ new system also works to a standardized business flow that can work across countries and businesses. They can guarantee financial consistencies across all elements of their business and efficiently provide their service internationally. They have greater visibility of the current status of all accounts, their sales, and invoices, making it easier for the team to keep track of the ongoing journey of their client's requests. They are better at keeping their staff happy with a new integrated process to handle commissioning. In short, they can automate many of their processes, with over 50% of business functions no longer providing manual input from a team member.

Key facts and figures.

Estimated man hours saved per day

8

Automated processes

+50%

Number of partner businesses able to use the same system

3

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