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De Pinna’s Digital Transformation

Employee Onboarding & Satisfaction

Prior to the engagement of cloudThing to assist and implement De Pinna’s Digital Transformation with Cloud-based solutions, they were looking at ways to help support their employees and increase job satisfaction levels.

Prior to the engagement of cloudThing to assist and implement De Pinna’s Digital Transformation with Cloud-based solutions, they were looking at ways to help support their employees and increase job satisfaction levels.

They introduced new technology to the firm but was somewhat disappointed that Lotus email (which was being used at the time) wasn’t compatible with the new email system that they had invested in.

Pre-migration the Lotus Notes had to be installed internally on older laptops in order to keep operations running.

This was all very laborious with no internal system speaking to the other, leaving them with a mess of Digital Chaos.

It was then that De Pinna realized they had fallen behind on the tech curve and needed a move to the Cloud and a Microsoft Dynamics 365 CRM to happen swiftly. 

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We also had comments from staff to the effect that working in a role which used Lotus Notes felt like a regressive step in their careers.

And when people join the firm, we have to invest heavily in training because no one leaving university now (or in the last ten years) knows how to use Lotus

Peter Adams – Partner, De Pinna 

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After cloudThing deployed one of our Solution Architects to De Pinna, one of the things we discovered was the process to save a copy of a due diligence document sent in from a client, using their current set up, entailed printing it off then having to physically re-scan it back on to the system in a PDF format.

This took up a huge amount of employee time and a vast amount of paper!

Although due to the nature of their business De Pinna would never be able to move to a fully paperless state, following the re-architecture of their processes and migration to the Cloud, they estimate that paper usage was cut by 75%.  

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We wanted to give our employees the best possible hardware to do their jobs but found increasing issues of marrying up a thirty year old software platform with the latest and greatest hardware

Peter Adams – Partner, De Pinna 

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The re-architecture of overlaying new AGILE processes to De Pinna’s old systems led to a big difference in employee wellbeing and job satisfaction, attributed as a direct result of the change.

 

De Pinna were unhappy with the levels of stress inflicted on their colleagues by running ponderous, clunky systems with data being siloed in several locations.

 

Long standing members of staff and partners remarked that stress levels had been increasingly pronounced in recent years.

During cloudThings discovery phase it came to light amongst all the stakeholders involved in the business transformation project that De Pinna were trying to service clients who were actually using the latest technology with their old software and systems which were at least fifteen years past their sell by date.

   

Through the re-architecture solution cloudThing relieved the burden of manual and physical processes that had taken their toll on the firm and replaced them with seamless and automated procedures that sped up process time and empowered the staff to use their days more efficiently on servicing their clients. 

De Pinna’s Digital Transformation: Solution Projects

Main Case Study

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