The Client:

Options Recruitment are a market leading team of recruitment professionals from a variety of sectors including construction, technical and commercial. Since being founded in 2011, they have built a live client base of over 500 and formed close working relationships with many of the UK’s leading companies and service providers.


Options resourcing wanted to implement a CRM system which was tailored to suit the needs of multiple offices, each containing multiple teams with interchanging workflows and processes. This also included the ability to integrate directly with Tempaid payroll and invoicing software. The CRM also required flexibility to provide additional functionality for when they diversified meaning they needed both a CRM and supplier that could help them grow.

“Prior to the implementation of itris 8, we worked from two separate and distinct databases which supported differing operating divisions. This obviously presented numerous challenges and management issues and was an impediment to growth and consolidating our supply across all locations. itris helped us merge and review the data before migrating everything to the new system, thereby allowing us to develop all specialisms across our network.”

David Doherty | Director

Client Requirements:

  • 50+ users with multiple access levels
  • Ability to manage temp, contract and permanent workflows
  • Robust compliance module
  • Two-way SMS integration capability
  • Tempaid payroll and invoice integration
  • Integrated payroll management utilities
  • Credit limit management
  • Ability to bulk email and text
  • AWR management
  • Two-way Outlook integration
  • Integration with job posting tools
  • Customisable fields
  • Online timesheet portals
  • Detailed searching functionality including radial distance searching and saved searches
  • Comprehensive timesheet management system and reporting suite
  • Data migration
  • Bespoke training courses

The Project:

Our Prince2 qualified Project Managers developed a unique plan based on Options Resourcing’s requirements which included a full data map of their previous CRMs and multiple test migrations.

A bespoke training plan was then created based on their requirements and training needs analysis. This included a range of our off the shelf courses and also additional tools and bespoke training. This was delivered both online and on-site by our CIPD and LPI qualified Training team. Staff were monitored throughout the process and potential knowledge gaps were filled.

After completion and acceptance testing of the migration, both the Project Manager and designated Training Consultants were present on-site for go-live. This helped with both user buy-in and the successful sign off on the initial project. Since then, itris have worked extremely closely with key members of the Options team, further tailoring and customizing workflow to reduce time and increase return on investment.

The Result:

“itris 8 has capably supported the growth, not only of our core markets, but new ventures in differing markets. It has facilitated the development of streamlined workflows and helped reduce the cost of some support functions. The system has supported the sales process and helped us meet increased demands from clients and candidates alike.”

David Doherty | Director

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This Recruitment Software case study was published August 2020