Full Service IT Design and
Development House
Introduction to PSP
Our Services
• Experienced team of designers,
developers & analysts
• Design & develop around
EPiServer & Umbraco CMS
• Responsive website design (RWD)
• Extensive experience building
bespoke SharePoint sites
• Integrations & migrations
Our Services
• Skilled bespoke application
development team
• Vast experience writing tailor
made systems
• Enabling multiple applications and
systems to talk to each other
• Integrate front end applications in
to existing systems to reduce costs
In 2013 awarded
Bronze Investors in People
Certificate Number
10995 ISO 9001
Gained full ISO 9001:2008
certification in March 2013
Audited March 2014
Recognition of our robust
quality standards and after care
Awarded Silver Application
Development Partner
4th consecutive year
Puts PSP in the top 5% of
Microsoft Partners worldwide
South Holland Business Awards 2014
WINNER - Business of the year
Certification and Awards
• In 2014 the number of mobile users accessing the
internet surpassed the number of desktop users
• Mobile devices are used by more than 80% of internet
users to access the web
• Mobile search is expected to overtake desktop in 2015
• Mobile SEO will be ranking factor from 21 April 2015
• Responsive web design is a recommended mobile
configuration and industry best practice
Responsive Website Design
SharePoint - Intranets/Extranets
HABINTEG DWF BINDING SITE
EMB NORTH KESTEVEN DISTRICT COUNCIL
PSP Product Portfolio
A suite of business applications fully developed & supported in-house
Introducing VISION CRM & MIS
• Fully integrated Management
Information System gives you real time
perspective on your business
• VISION links to your back end systems
and front end website
• Modular system allows you to select
from a set of standard modules or
customise according to business
requirements
• Pay for what you need - no annual
license or user fees
• Suite of ‘standard modules’
• Customer, Contact & Supplier Management
• Sales, Purchasing & Financial Management
• Telemarketing & Task Management
• Time Sheet & Help Desk Management
• Membership & Event Management
• Project & Quality Management
• Build bespoke modules to suite your
business
• Dashboard Reporting: standard reports
tailored to your needs
• Customise skins and branded front end
Customisable & Bespoke Modules
Customer, Contact & Supplier Management Modules
• Client & Supplier records containing
• Client contact details
• Contact and appointment records
• Linked to other modules eg. Tasks,
Sales, Projects… so all activity
accessed in one place
• Email client contacts directly from
VISION using email templates
• Grid to sort and search by name,
postcode, type etc.
Task Management & Telemarketing Modules
• Task Management Module
• Integrate into customer contact modules
• Created automatically i.e. quote approval or
quality issue completion
• Set up to appear on individual’s dashboard
• Telemarketing module
• Cold calls management and tracking
• Automatically generates ‘call back tasks’
based on call outcome
• Telemarketing Dashboard with reporting
against KPIs e.g. New Cold Calls,
Appointments Made over a time period
Sales, Purchasing & Financial Modules
• Ability to
• Raise invoices against quotes
• Monitor issued quotes & quote success rate
• Convert to invoice based on built-in
templates and emailed directly from VISION
• Allows
• All spending to be tracked against suppliers
• Website sales pulled in to Finance Module
• Displayed in real-time on Finance
dashboard
• Daily or monthly reports can be exported
and printed to various formats
Timesheet & Helpdesk Management Module
• Timesheet Management:
• Allows you to book your time worked, including flexi-time
functionality
• Timesheet workflow between Human Resources, Managers
and Users
• Helpdesk Management:
• Automated tasks
• Automated email alerts
• Administration area for permission control
• Customisable dashboards for both modules
• Timesheet Dashboard for tracking how time is spent within
an organisation directly linked to projects if required
• Web or Windows based
Membership & Event Management Modules
• Front end website to back office system
integration
• Membership Management
• Member type, online registration, profile update
and renewal
• Event Management
• Event Booking, managing attendees, payments
direct website using unique APIs
• Case Study:
Created a modular CRM system for a Trade
Association to support membership and event
management
Project & Quality Management Modules
• Project Management Module
• Keeps you up to date at every stage of the project
during its life cycle
• Project data includes costs, delivery dates, issues raised
and document management – all in one place
• Quality Management Modules
• Quality management reporting and fault resolution
• Functions include fault logging, fault reporting, fault
resolution and management
Data Warehouse Module
• Integrate with third party systems to
create one single Data Warehouse
• Customisable dashboard
• Intuitive reporting providing full data
analysis in real time
• Case Study: Eminox
• Built a data warehouse and customised reports for
Eminox
• Pulls data from multiple systems (Oracle/Access)
• Drives their weekly senior management sales
meetings
Dashboards and Reporting Modules
• My Dashboard Preferences allow Dashboards
to be customised providing access to relevant
data on one screen
• Performance Dashboards
• Financial and sales performance
• Linked to Data Warehouse Module
• Tracking Dashboards
• Success rate of sales activity vs. quotes issued, linked to
Finance module
• Quality Issues tracked by department, individual and project
• Data presented in specified formats
• Generating reports, charts against KPIs in real-time for
management meetings
Microsoft Outlook Email Tracker (latest release)
• ‘Off-the-shelf’ Microsoft Outlook Office add-
on application tool designed and built by in-
house by PSP
• Ideal for businesses with a large volume of
email communication
• Developed with the objective of improving
customer services & business communication
• Achieves this by defining root cause of email
communications, implementing corrective
actions, thereby reducing emails received
and time spent on email
Awarded Silver Application Development
Partner by Microsoft
Email usage
• McKinsey Global Institute and International
Data Corporation found that email is the
second-most time-consuming activity for
workers, next to "role-specific tasks"
• Radicati Group report found that the
average corporate email user sends and
receives about 105 emails a day
Using Outlook Email Tracker
• Allows department managers to analyse
communication volumes and reasons for
customer emails
• Tracks emails by person and department
helping to identify the root cause of
emails
• Gives a valuable insight into how
promptly business emails are dealt with
• Decreases time spent on email
• Improves customer service
• Improves business communication
internally & externally
Reason Codes
• When responding the user is
asked to select a reason code
from a pre-defined dropdown list
• These reason codes are fully
customisable and can be tailored
to each department
• Where reason codes are not
available, the user can type a
reason in the textbox to allow
further analysis
Dashboard with in-built selector
• Department Managers can access real time data
• Key measures include:
• Emails received/processed by user
• Emails by department
• Emails by reason codes
• Emails by category, internal, external…
• Emails by division where applicable
• Emails by day
• Simple in-built selector enables Manager to
select and filter types of information to display
• Date range
• Category
• Department
• Division
• Reasons
Service Level Agreements
• Out of the box reporting allows performance
measurement by individuals and departments
• Standard reports include:
• Emails received and replied to
• Total incoming and outgoing
• Email response 0-8 hrs broken down by 2 hr segments
• Email response 0-24 hrs broken down by 2 hr segments
• Email response 0-5 days, broken down by 1 day segments
• These can be customised subject to business
requirements
• New reports can be created where you have
an additional requirement
Our Customer Portfolio
Aerosol Manufacturing Aerospace Business Development Chemicals Credit / Banking
Cycle E-Commerce
Retailer
Education Education Event Management General Manufacturing
IT Service & Support Law Local Authority Medical
Vehicle Parts
Manufacturing
Oil Industry
Vehicle Tracking Waste Disposal
Heavy Steel
Manufacturing
Commercial Gas &
Electricity Brokerage
Property
Management
What Our Customers Say…
Gary Cane
Operations Director
Peter Ryan
Finance and Administration
Manager
Damien Roberts
IT Innovation Manager, IT
Development
Jog Lall
Sales & Marketing Director
Anthony Barber
Head of Business Development
“We wanted a more engaging website that would generate business
and add value for clients. PSP have done a great job and we now
have a very active website that is easy to use and update. Using
responsive design, our new website looks and works well on a
whole range of devices, including tablets and smartphones. Our
working relationship with PSP is excellent and they provide us with
support and advice whenever we need them.”
From when I first contacted PSP regarding the outlook tracker to
post installation Mark, Richard and Joe have been a pleasure to
deal with. They were very professional and answered all of our
queries from basic questions to compatibility with our other
software quickly and skilfully.
“high quality IT service”
“world class front end system for monitoring and managing
the sales performance”
“the project was well managed, on time and within budget;
with an excellent Return on Investment.”
“easy to work with”
“always delivered to budget, and on time”

General overview presentation PSP

  • 1.
    Full Service ITDesign and Development House Introduction to PSP
  • 2.
    Our Services • Experiencedteam of designers, developers & analysts • Design & develop around EPiServer & Umbraco CMS • Responsive website design (RWD) • Extensive experience building bespoke SharePoint sites • Integrations & migrations
  • 3.
    Our Services • Skilledbespoke application development team • Vast experience writing tailor made systems • Enabling multiple applications and systems to talk to each other • Integrate front end applications in to existing systems to reduce costs
  • 4.
    In 2013 awarded BronzeInvestors in People Certificate Number 10995 ISO 9001 Gained full ISO 9001:2008 certification in March 2013 Audited March 2014 Recognition of our robust quality standards and after care Awarded Silver Application Development Partner 4th consecutive year Puts PSP in the top 5% of Microsoft Partners worldwide South Holland Business Awards 2014 WINNER - Business of the year Certification and Awards
  • 5.
    • In 2014the number of mobile users accessing the internet surpassed the number of desktop users • Mobile devices are used by more than 80% of internet users to access the web • Mobile search is expected to overtake desktop in 2015 • Mobile SEO will be ranking factor from 21 April 2015 • Responsive web design is a recommended mobile configuration and industry best practice Responsive Website Design
  • 6.
    SharePoint - Intranets/Extranets HABINTEGDWF BINDING SITE EMB NORTH KESTEVEN DISTRICT COUNCIL
  • 7.
    PSP Product Portfolio Asuite of business applications fully developed & supported in-house
  • 9.
    Introducing VISION CRM& MIS • Fully integrated Management Information System gives you real time perspective on your business • VISION links to your back end systems and front end website • Modular system allows you to select from a set of standard modules or customise according to business requirements • Pay for what you need - no annual license or user fees
  • 10.
    • Suite of‘standard modules’ • Customer, Contact & Supplier Management • Sales, Purchasing & Financial Management • Telemarketing & Task Management • Time Sheet & Help Desk Management • Membership & Event Management • Project & Quality Management • Build bespoke modules to suite your business • Dashboard Reporting: standard reports tailored to your needs • Customise skins and branded front end Customisable & Bespoke Modules
  • 11.
    Customer, Contact &Supplier Management Modules • Client & Supplier records containing • Client contact details • Contact and appointment records • Linked to other modules eg. Tasks, Sales, Projects… so all activity accessed in one place • Email client contacts directly from VISION using email templates • Grid to sort and search by name, postcode, type etc.
  • 12.
    Task Management &Telemarketing Modules • Task Management Module • Integrate into customer contact modules • Created automatically i.e. quote approval or quality issue completion • Set up to appear on individual’s dashboard • Telemarketing module • Cold calls management and tracking • Automatically generates ‘call back tasks’ based on call outcome • Telemarketing Dashboard with reporting against KPIs e.g. New Cold Calls, Appointments Made over a time period
  • 13.
    Sales, Purchasing &Financial Modules • Ability to • Raise invoices against quotes • Monitor issued quotes & quote success rate • Convert to invoice based on built-in templates and emailed directly from VISION • Allows • All spending to be tracked against suppliers • Website sales pulled in to Finance Module • Displayed in real-time on Finance dashboard • Daily or monthly reports can be exported and printed to various formats
  • 14.
    Timesheet & HelpdeskManagement Module • Timesheet Management: • Allows you to book your time worked, including flexi-time functionality • Timesheet workflow between Human Resources, Managers and Users • Helpdesk Management: • Automated tasks • Automated email alerts • Administration area for permission control • Customisable dashboards for both modules • Timesheet Dashboard for tracking how time is spent within an organisation directly linked to projects if required • Web or Windows based
  • 15.
    Membership & EventManagement Modules • Front end website to back office system integration • Membership Management • Member type, online registration, profile update and renewal • Event Management • Event Booking, managing attendees, payments direct website using unique APIs • Case Study: Created a modular CRM system for a Trade Association to support membership and event management
  • 16.
    Project & QualityManagement Modules • Project Management Module • Keeps you up to date at every stage of the project during its life cycle • Project data includes costs, delivery dates, issues raised and document management – all in one place • Quality Management Modules • Quality management reporting and fault resolution • Functions include fault logging, fault reporting, fault resolution and management
  • 17.
    Data Warehouse Module •Integrate with third party systems to create one single Data Warehouse • Customisable dashboard • Intuitive reporting providing full data analysis in real time • Case Study: Eminox • Built a data warehouse and customised reports for Eminox • Pulls data from multiple systems (Oracle/Access) • Drives their weekly senior management sales meetings
  • 18.
    Dashboards and ReportingModules • My Dashboard Preferences allow Dashboards to be customised providing access to relevant data on one screen • Performance Dashboards • Financial and sales performance • Linked to Data Warehouse Module • Tracking Dashboards • Success rate of sales activity vs. quotes issued, linked to Finance module • Quality Issues tracked by department, individual and project • Data presented in specified formats • Generating reports, charts against KPIs in real-time for management meetings
  • 20.
    Microsoft Outlook EmailTracker (latest release) • ‘Off-the-shelf’ Microsoft Outlook Office add- on application tool designed and built by in- house by PSP • Ideal for businesses with a large volume of email communication • Developed with the objective of improving customer services & business communication • Achieves this by defining root cause of email communications, implementing corrective actions, thereby reducing emails received and time spent on email Awarded Silver Application Development Partner by Microsoft
  • 21.
    Email usage • McKinseyGlobal Institute and International Data Corporation found that email is the second-most time-consuming activity for workers, next to "role-specific tasks" • Radicati Group report found that the average corporate email user sends and receives about 105 emails a day
  • 22.
    Using Outlook EmailTracker • Allows department managers to analyse communication volumes and reasons for customer emails • Tracks emails by person and department helping to identify the root cause of emails • Gives a valuable insight into how promptly business emails are dealt with • Decreases time spent on email • Improves customer service • Improves business communication internally & externally
  • 23.
    Reason Codes • Whenresponding the user is asked to select a reason code from a pre-defined dropdown list • These reason codes are fully customisable and can be tailored to each department • Where reason codes are not available, the user can type a reason in the textbox to allow further analysis
  • 24.
    Dashboard with in-builtselector • Department Managers can access real time data • Key measures include: • Emails received/processed by user • Emails by department • Emails by reason codes • Emails by category, internal, external… • Emails by division where applicable • Emails by day • Simple in-built selector enables Manager to select and filter types of information to display • Date range • Category • Department • Division • Reasons
  • 25.
    Service Level Agreements •Out of the box reporting allows performance measurement by individuals and departments • Standard reports include: • Emails received and replied to • Total incoming and outgoing • Email response 0-8 hrs broken down by 2 hr segments • Email response 0-24 hrs broken down by 2 hr segments • Email response 0-5 days, broken down by 1 day segments • These can be customised subject to business requirements • New reports can be created where you have an additional requirement
  • 26.
    Our Customer Portfolio AerosolManufacturing Aerospace Business Development Chemicals Credit / Banking Cycle E-Commerce Retailer Education Education Event Management General Manufacturing IT Service & Support Law Local Authority Medical Vehicle Parts Manufacturing Oil Industry Vehicle Tracking Waste Disposal Heavy Steel Manufacturing Commercial Gas & Electricity Brokerage Property Management
  • 27.
    What Our CustomersSay… Gary Cane Operations Director Peter Ryan Finance and Administration Manager Damien Roberts IT Innovation Manager, IT Development Jog Lall Sales & Marketing Director Anthony Barber Head of Business Development “We wanted a more engaging website that would generate business and add value for clients. PSP have done a great job and we now have a very active website that is easy to use and update. Using responsive design, our new website looks and works well on a whole range of devices, including tablets and smartphones. Our working relationship with PSP is excellent and they provide us with support and advice whenever we need them.” From when I first contacted PSP regarding the outlook tracker to post installation Mark, Richard and Joe have been a pleasure to deal with. They were very professional and answered all of our queries from basic questions to compatibility with our other software quickly and skilfully. “high quality IT service” “world class front end system for monitoring and managing the sales performance” “the project was well managed, on time and within budget; with an excellent Return on Investment.” “easy to work with” “always delivered to budget, and on time”