Liontrust turns to unified communications to meet compliance and reduce costs. Liontrust is an investment management company that was founded in 1994 and was listed on the London Stock Exchange in 1999.
Liontrust provides portfolio management services in UK and European equities and in fixed income securities. These are managed on a long-only, long/short and absolute return basis through unit trusts, individual savings accounts (ISAs), offshore funds, pooled pension funds and segregated institutional accounts. The company markets its investment products to professional investors, predominantly in the UK and Continental Europe. These include pension funds and other institutional investors, family offices, private banks, private client managers, multi-managers, stockbrokers and financial advisers. The company employs 45 staff at its offices in Central London.
Challenge – Replacing an old telephone system that was expensive to run and did not meet the company’s existing & future business strategy
IT Manager at Liontrust, David Little explains, “Our existing traditional phone system from Toshiba was coming to the end of its life and we needed to upgrade it so it could support how our company wanted to work. The old hardware based system was costly to manage and maintain and lacked some of the key features that we needed such as conferencing and comprehensive call recording.”
“Due to the nature of our operation, we also wanted the option to support remote and/or flexible working, because many employees such as sales are on the road or other departments such as IT and operations sometimes need to work from other locations.”
Solution - software based unified communications from Swyx
After reviewing a number of different products on the market, Liontrust selected the SwyxWare software-based unified communications solution provided by Swyx Gold partner GPNS. David Little comments on the selection, "I was keen to adopt a software-based produst because unlike hardware there are no moving parts and less to go wrong. It is also much more flexible with the possibility of integrating the communications system with other back-office applications such as Microsoft Outlook."
"GPNS listened to our challenges and then recommended Swyx as the most logical way forward, based on our demands for rich functionality and flexibility."
The initial installation by GPNS went smoothly, taking just a couple of days. "A pre-built server was used that was configured and set up remotely. There was no interruption to our daily business" says David Little.
Benefits & Results - Greater functionality, built-in compliance, support for flexible working and reduced maintenance & costs
"We have now had the Swyx system for over 2 years and are delighted with the results. We use the built in conferencing functionality to support four conference rooms that are very easy to use and are cheaper than other third party solutions, essentially as these are used on a daily basis. In addition, Swyx automatically records all calls to meet FSA regulations. It is also incredibly easy to retrieve recordings according to date and time.
"Like anything new, there was some initial resistance whilst some employees got used to using softphones, but everyone now sees it as making their life much easier. Using the Swyxsoftphone which is incredibly slick in the way it works, staff know they have the choice to work on the move, in the office or at home and this is a great bonus for both productivity and work/life balance.
Direct Dialling from CRM
Our office-based traders can take advantage of being able to dial direct from Outlook or the CRM system, and they have also included fast buttons on their personalised softphones enabling them to speak quickly to brokers and funds administrators with whom they are in regular contact. They can also see who is calling them, because the system automatically pops up their names and details that are held in the database."
According to David, there is a 50/50 split between employees using softphones and those preferring handsets. The company is also currently trialling SwyxMobile that enables employees to have the same level of office-based functionality on the road, such as call recording, call forwarding and presence information on their mobile phones.
Summary - 'We know that our investment in the technology is fully protected'
"In our particular industry where communication, customer service and compliance is key, Swyx perfectly satisfies what we are trying to do and the way we want to work. Because it is software-based we know we can always take advantage of the latest functionality adn we know that our investment in the technology is fully protected."
Yo! Sushi Case Study
YO! Sushi is one of the world’s fastest growing restaurantchains. Established 10 years ago by entrepreneur Simon Woodroffe, YO! Sushi specialise in delivering high quality, Japanese style ‘Sushi’ food to its customers via its now famous conveyor belt system. In the UK, the company has around 35 restaurants and has aggressive plans to roll-out a further 15 outlets within the next 12 months. In addition to its ‘eat-in’ business the company also offers a home delivery service to.
The business Challenge – Doubling the size of its business, reducing the overheads, and overcoming the limitations of an unmanageable ageing telephony system.
All of the UK based restaurants, with the exception of Gatwick Airport, are owned and operated by YO! Sushi from its headquarters in London. The manager of each establishment has responsibility for sourcing fresh ingredients locally, but all other functions such as administration, payroll and pricing are conducted centrally. As the number of restaurants increased it became apparent that the company needed to implement a technology solution that could embrace all their operational activities, such as credit card processing, Electronic Point of Sale (EPoS), telephony and data into a single IP based network.
This would provide a number of benefits, including the ability to manage the whole of the IT network as a single entity, a massive reduction in BT line costs, the ability to converge their entire workforce onto a single telephony network, and reduce the mobile phone costs of regional managers and other employees who needed to travel between outlets.
The key technical challenge however was their incumbent traditional circuit-switched telephony system which was designed to work autonomously and therefore could not be integrated into a single managed solution. IT Manager at YO! Sushi, Billy Waters explains the problem, “At the time we had 20 outlets, located mostly around the London area and each one had a key system installed which was linked back to our head office via BT exchange lines.
For example a typical restaurant would have two lines for the telephony, one for the fax, two for the credit card processing plugs and an ADSL line. Furthermore, as the key systems became older they became more and more support intensive, every time there was a problem or we needed to reconfigure an extension it required a site visit from a third party maintainer. The on-going costs of the line and telephony maintenance was becoming a significant overhead to the business and as we had plans to double the number of outlets within two years this was an appropriate time to review our overall telecommunications strategy."
He continues, "We had successfully rolled out an IP network to all our restaurants to encompass our EPoS and credit card services and we wanted to leverage this investment to accommodate our telephony traffic as well. Our telecommunications partner GP Network Solutions Ltd understood exactly what we were trying to achieve and introduced us to Swyx, a unified communications solution that was based purely on IP and could be integrated directly into our servers located at head office.
The Solution - A software based unified telephony solution
Although impressed with the Swyx solution, YO! Sushi decided to also review other IP telephony offering on the market, including Avaya's IP office. Walters explains the selection decision, "There are a number of excellent IP based products on the market, however what we liked about the Swyx solution was that it is based on software licenses rather than hardware, therefore in a n expanding operation such as ours, rolling out new users would be very straight forward and could be handled centrally without third party support. Furthermore, it was very easy to use, and other options such as teleconferencing, auto attendant, and its script editing features were included within the basic price making it not only a compelling technical proposition but also very good value for money.
Another benefit of the Swyx solution was it's ability to be configured as an inbound call centre to centrally handle all of YO! Sushi's telephone home delivery orders. Water's explains, "In the past customers who wanted to order meals for home delivery had to call their nearest restaurant, place an order and either collect or wait for it to be delivered. This worked well, however at busy times the restaurant staff would spend too much time on the phone servicing our off restaurant clients. To solve this we had originally used an outsourced call centre, but the costs of this operation were very high and we had to invest a lot of time ensuring that the third-party agents were fully up to speed on menu changes and as our food is unusual, they were able to describe to callers exactly what food they were ordering."
The company used the SwyxWare solution to bring this operation back in-house. The flexibility of the system allowed YO! Sushi to integrate their inbound calls with their customer database and maps package, routing the calls using a non-geographical number to their call centre based in London.
The Results - An easy to manage telephony infrastructure, that has reduced the operating costs, improved staff availability and provided a platform for future developments.
According to Waters the implementation of the SwyxWare solution has achieved all the criteria set out by the company and has potential to deliver further cost and operational benefits in the future. Waters comments on what the company has achieved so far, "The implementation of the Swyx solution has been a great success, we have dramatically reduced our telecommunications costs, improved our overall efficiency and we have had the added bonus of saving yet more money and protecting our brand values by bringing our call-centre in-house."
Waters adds, "We have had a year ahead and our plan to roll-out another 15 restaurants within the next 12 months is very aggressive, therefore our technology installations have to meet a tight schedule. Using a unified communications solution based on IT will simplify the process allowing us to plan each new site ahead of tijme, allocate numbers and provide communications on day one, without the need for third-party carrier intervention."
Billy Waters concludes, "We expect the system to pay for itself within two years, furthermore we believe that we have only scratched the surface on what we think the telephony system can do for us in the future. For example, we are looking now at how we can implement the SwyxMobile which allows Swyx's softphone capability to reduce our mobile costs and improve the availability of our staff.
Haley Ltd Case Study
Haley’s Ltd, established in 1989, are a unique nationwide construction and property consultancy that offers a versatile and comprehensive portfolio of services to both clients and contractors.
At the head office in Purley, Surrey, Haley’s employ fifty full-time staff, the majority of these are constantly on the road visiting clients and Haley's branch offices. In 2010 Haley’s acknowledged that they needed to upgrade their existing phone system which was outdated and costing them far too much for what it was delivering. Haley's were spending approximately £4,500 a month on an old Toshiba PBX system, 20 ISDN30 channels, a 1mg leased line together with their monthly maintenance, line rentals and call charges. In addition Haley’s was outsourcing Its conference calls from BT Conference Calling Facility which brought their monthly expenditure up to a total of approximately £5,500.
Proposed Solution - GPNS recognized that Haley’s were overspending and suggested a solution that would not only tackle this but also create a vastly superior Unified Communications platform that would improve day to day efficiency in the work place. GPNS would install and configure a new telephony solution based on SwyxWare Version 7 and once live, GPNS would provide Haley's with ongoing support for the solution and any third party products provided.
GPNS upgraded their existing 1mg leased line to 10 mg, removed all existing ISDN30 lines and took out the existing, outdated Toshiba system and replaced it with a Swyx Unified Communications solution. The SwyxWare server and call reporting software was installed and configured on an industry standard server, running Microsoft Windows Server operating system.
"The Swyx solution installed by GPNS has not only saved us money based solely around our communications spend, but the extra savings in terms of travel expenses has been a revelation. As a company we have struggled in the current economic environment. The proactive approach taken by GPNS with our communications infrastructure has been the difference between profitability and redundancies" - Andrew Munsey - Facilities Manager - Haley's.
Haley's signed a three year contract with GPNS at a fixed monthly fee. This fee includes conference calling, leased line rentals, calls, ongoing monthly maintenance as well as a brand new telephone system. Overall GPNS has provided Haley's with a new and resilient IP solution whilst saving them thousands of pounds a month in communications and travel expenses and providing them with significant other business benefits.
Romec Case Study
Industry Sector: Facilities Management
Romec relies on Swyx to service over 25,000 customers
Originally the Royal Mail Engineering & Construction division of The Post Office, Romec was created in 1989 to provide dedicated facilities and engineering-related services to the Royal Mail Group. In 2000 Romec was launched as a fully-fledged facilities management company and since then has added big brands such as Marks & Spencer, Camelot and Sainsbury’s to its portfolio. The company now employs over 4,500 staff at multiple locations throughout the UK.
With the responsibility of responding to over 4,000 service calls per days, from over 25,000 sites including the likes of The Post Office, Sainsbury’s and other major blue chip organisations, Romec prides itself on delivering a highly efficient service that sets it apart from other FM providers.
With 200 operators servicing calls across three sites in Warrington, Leeds and head office in Stockport, Romec’s telephone system is paramount to the success of its operation. When the old circuit switched system began to struggle under the strain, the information services (IS) management team knew it was time invest in a new solution that would provide greater flexibility and functionality. IS Services Manager at Romec, Stuart Keating explains, “ At Romec we manage all the service elements of a facility including; intruder alarms, power, gas, water, air conditioning, in fact anything that involves the smooth running of an operation.
Typically when an alarm or call comes in, the operator needs to know what takes priority so they can take the necessary steps to handle it. For instance this may involve calling a facility manager, a sub-contractor or in the case of an intruder alarm the relevant key-holder. It is important that the call is answered promptly by operators who have the necessary skill set, or if they are not available, the call needs to be automatically routed to next person in the group. Furthermore it is essential that if for any reason we have a power or any other infrastructure failure at any of our sites the system can route calls to a back-up facility. Business continuity is critical to both ours and our clients’ operations.”
Keating continues, “Our incumbent system had been installed for some time and was struggling to cope with the demands we were putting on it. To improve the efficiency of our operation we also needed new functionality such as on-line presence, so we could immediately see from any location who is logged on and who is not. We also wanted support for remote working, so operators could be based from any location, complete call integrity between all three sites for disaster recovery purposes and simple to use call recording for training and dispute resolution.”
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