Huntswood

The Client:

Huntswood is the UK’s leading specialist resourcing firm focused on governance, risk and compliance. They recruit into financial crime, risk management, regulatory change and other specialist roles.

Brief:

Huntswood wanted to implement a highly configurable CRM which was tailored to suit the needs of two departments, each containing multiple teams with different workflow and processes. Their previous system lacked key functionality they required including comprehensive searching, referencing and compliance.

Department 1  

  • Supply over 4,500 short to long term limited contractors
  • Manage multiple projects and assessment days
  • Carry out comprehensive referencing and compliance checks

Department 2

  • Traditional perm and contract recruitment model
  • Recruit senior financial services experts on a retained and contingent basis

“We struggled with our previous system as over time it became not fit for purpose, we had workarounds in place with multiple spreadsheets and MI was restricted. We also found that configuration was costly. We chose itris because of its ability to integrate with all systems, high configurability as well as being server based. We also have confidence in the company and their delivery strategy.” Lana Mussington, Project Manager

Client Requirements:

  • 70 users with multiple access levels
  • Robust compliance and referencing module
  • Ability to create job, email and letter templates
  • Comprehensive searching
  • Customisable fields
  • Multi-level reporting suites
  • Automated workflow and notifications
  • Two-way SMS integration capability
  • LinkedIn integration
  • Broadbean posting and search integration
  • Microsoft Dynamics CRM integration
  • Epicore integration
  • High level of service delivery incorporating migration, training and customer support

The Project:

Huntswood reviewed five systems and carried out thorough RFIs and several rounds of demonstrations. itris provided a tailored experience for each user type and also access to test accounts for an extensive period. After testing, itris proved to be the right option for their workflow and processes.

After conducting a thorough training needs analysis, we devised a unique training plan which consisted of both off the shelf and bespoke courses. The training was delivered on-site by our CIPD and LPI qualified Training Consultants. Staff were monitored throughout the process and potential knowledge gaps were filled.

A key part of the project was an initial round of ‘stakeholder training’ where a select group of users (department/project leaders) undertook an Essentials training course prior to any data being mapped. This was to give them an indication as to where various data could be held in itris.

During this initial process, we also conducted four consultative meetings, where our Project Manager and assigned Training Consultant met with the Huntswood project team. This was primarily to create detailed specifications on various bespoke tools and workflow.

Key areas of the project were then identified:

  • Data migration mapping
  • Dry run migrations
  • User acceptance testing (itris)
  • User acceptance testing (bespoke development)
  • User training
  • Live migration
  • Go live (and floor walking)

The Result:

“One of our main complaints internally was the need to constantly input and access data in different systems and spreadsheets. itris has removed the duplication of data entry and become the single location for associate data. Its efficient searching capability, extensive and reliable reports along with its structured workflows complement our internal processes, making our consultants’ lives easier and giving them more time to focus on our clients and candidates.

We have recorded a return on investment and a reduction on time being spent on internal communication on associate statuses, as itris captures all detail and sends notifications to relevant users as well as automating the candidate responses.” Quality Assurance Team

“Registering, tracking and retaining candidates’ interest in roles has become a lot easier using itris. We have increased data integrity and less wasted effort, leading to an enhanced candidate experience in comparison with this time last year. This is especially important with literally hundreds of vacancies.

In partnering with Itec Systems, we have been able to tailor itris to our particular needs and processes in a way that no other potential supplier was able to offer. The itris database provides stability to our processes, drawing together our information resources into a single database with the ability to draw out real time management information not previously available. itris also now links departments that were previously distinct elements with conflicting systems.” Mike Stener, Principal Resourcing Consultant

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