Software Consultancy For Finance

Sapere were approached by DigitalCity to provide Digital Transformation consultancy as part of their program of works to support a Tees Valley Erimus Insurance with technology advice.

Erimus Insurance Brokers were looking for advice and guidance on which digital platform to adopt in their business. The chosen software had to be fit for purpose and meet the long term aspirations of the business.

Sapere spent time firstly understanding the business, its individual processes, procedures and systems and also its aspirations for the future. Without this understanding it was impossible for anyone to recommend or make suggestions on what a digital roadmap and platform should look like for the organisation.

Sapere then mapped out the current internal processes and overlaid what an efficient process would look like by examining the benefits of both a bespoke and an ‘off the shelf’ software solution. This consultancy provided Erimus with the reassurance they were making the correct choice and with our provision of process and flow diagrams we ensured they understood how a CRM software could benefit them.

At the end of the consultancy Erimus was left with a clear path forward and a much clearer understanding of what their options were.

Business Benefits

The following business benefits have been realised by Erimus Insurance Brokers taking part in our digital transformation consultancy.

  • Increased awareness of what’s achievable regarding bespoke software development.
  • A clear technology roadmap for the business.
  • A detailed understanding of the leading industry platforms and the benefits of each.
  • Recommendation on platform made by an digital transformation expert.

Lee Elgie, Operations Director says:

“We are looking to develop a relationship with Teesside University and Digital City and as part of this, they referred us to Sapere for them to take a detailed technical review of our intended project work. Sapere were to establish that it was viable and if so to set out a roadmap for future tech developments within our business. We found Sapere to be great to deal with and they completely understood what we were asking and delivered a report that more than met our expectations. They had gone the extra step and engaged with some of the external platform providers, that we are considering using and through that extra dialogue, were able to dissect and explain to us the advantages/disadvantages of using the respective platforms. From my dealings with Sapere on this project, I would definitely recommend them.”

What our clients say