CHARTA INVESTMENTS  CASE STUDY 1: PROPERTY INVESTMENT Hands-on management from any location. Property, as Charta director Rod Neilson knows from experience, is a fickle business. youandi gave Charta the ultimate in flexibility, with a CRM database that could be affordably customised in response to market forces, accessed world-wide from a web browser and adaptable to a wide range of customer communications. More >>

PREMIUM COMMERCIAL  CASE STUDY 2: PROPERTY LEASING AND SALES Making property information everyone’s property. Successful property leasing requires careful attention to a myriad of details and the ability to retrieve those details on request. At Premium Commercial, youandi tracks contracts around current properties and retrieves historical information. No matter who picks up the phone at Premium Commercial, the answer being sought by the customer is right on screen ?no waiting, no taking a message, no being forwarded around the office until that one person with the right bit of paper returns from morning tea break. More >>

DIAGNOSTIC MEDLAB  CASE STUDY 3: MEDICAL SERVICES Mapping the complex world of medicine. Diagnostic Medlab has thousands of customers across the Auckland region, offering medical services to over one million residents. Individual doctors work within practices that interface with larger organisations such as Family Planning and primary health organisations. Keeping track of professionals within the system, of their needs and of sales opportunities is an ongoing challenge. More >>

TE WHANAU O WAIPAREIRA TRUST  CASE STUDY 4: SOCIAL SERVICES An integrated approach to community services. Social services in this country, says Te Whanau o Waipareira Trust project manager Lloyd Millar, have traditionally been delivered with a silo mentality. Families need a total approach. you and i tracks families?changing needs as services are delivered and allows other agencies working in the field to access that information. Levels of access are set to protect confidential personal information. More >>

GDC COMMUNICATIONS  CASE STUDY 5: TELECOMMUNICATIONS Delivering individual solutions from a central source. Delivering voice solutions to small and large New Zealand businesses encompasses everything from simply setting up a phone on a desk to designing and managing complex network and voice solutions for corporate multi-site customers. In order to deliver on its customers?individual needs, GDC Communications requires information from them that is technical, highly specific and confidential. More >>

CDP SECURITY  CASE STUDY 6: SECURITY SERVICES Securing the future for a growing security company. The security business, according to CDP’s co-director Cameron Slater, is steeped in the past. It’s an industry that has always relied on paper and pens, folders and files in which to store copious quantities of customer information. Opening up to the possibility of one online management system was a radical move. More >>

SNELL PACKAGING AND STATIONERY  CASE STUDY 7: PACKAGING Keeping pace with company growth. Packaging decisions get made on a daily basis by all companies whose products need to be transported to customers. Snell’s sales team are out on the road, calling on existing customers and responding to new requests for their expertise in a range of packaging solutions. More >>

DATA DEVILS  CASE STUDY 8: IT BUSINESS SOLUTIONS Making an intelligent relationship with customers. Datadevils is a young company but with more than 40 years?combined experience in delivering business intelligence solutions. The company philosophy on business success emphasises the importance of understanding not only what’s happening in your business but why it’s happening. Collecting masses of data is pointless unless that data can be turned into actionable information. you and i provided Datadevils with the ideal tool to transform information silos into meaningful relationships. More >>