© We Know Data 2023
Thadeus provides a bespoke concierge service for the super-wealthy. We provided a digital overhaul for Thadeus and partner companies. We used Claris FileMaker Pro and Claris Connect to integrate with 3rd parties such as Twilio and Whatsapp. This new system reduces manual processes, allows central management of an international business, and creates efficiency across partner businesses.
Desktop, Mobile, Tablet, Web Portal
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 Pro 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:
A new dashboard for staff to provide a system overview.
Setting up an integration with Xero for vastly improved, cross-company financial management.
Integration of currency exchange information.
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.
An overhaul of communications, automating wherever possible.
Integration with WhatsApp.