A leisure trust in the South West had used Cascade3d Reports for a number of years to provide management information. The Finance Manager and their team were already using Reports to reconcile information held within their leisure management system and their separate finance system. This was a manual process, involving time consuming lookups in Excel, with the opportunity for manual error to creep into every step of the process. The Finance Manager asked Cascade3d to help develop a tailored solution to help automate this process, carrying out all the preparatory work to provide the input file for data from the leisure management system to the finance system, without manual involvement.
Following the success of this solution, the finance team also started to use our Direct Debit module to help them audit their BACS runs. This streamlined the way that they identified members paying too much or too little, where they were due for renewal, or where the data held on them needed updating. It communicates to these members when necessary, comparing and flagging any variation in Direct Debit amounts for each member from last month, this month and the next, mail merging rejections letters and price changes at the touch of a button. By identifying issues before the next Direct Debit run, it has substantially reduced the number of BACS rejections, lowered the number of customer issues the reception team have to deal with and greatly improved the quality and timing of information to customers when they have had an issue at the bank.
If you want to understand how Cascade3d can help you meet the challenges in your business, give us a call today on +44 (0)844 736 5227.