Teams | Collaboration | Customer Service | Project Management

Case Study

Financial Services Modernize Business Operations with Scoro

CSA Group is a multi-disciplinary advisory firm providing tax, legal, accounting & bookkeeping, financial advisory, audit and assurance, fintech and corporate services. Based in Malta, they have 80 staff who will all use the Scoro platform. The company is currently going through a restructure from a Sole Practitioner to a Group of Companies. To underpin this, they sought a new tool to manage their business operations on.

How a logistics firm uses OneDesk to serve their business

Logistics firms exist at the crossroad between supply and demand. Having to service a wide-ranging variety of client and customer requests, the need for efficient, hassle-free communication and project management is a must. If client shipments cannot be fulfilled and sent to customers in a timely manner, your logistics firm will eventually be overlooked for more capable competition.

How Grupo Cepas streamlined its operational processes with InvGate Service Desk

Grupo Cepas, an Argentine company dedicated to the production of beverages, invested a lot of time and effort in the manual management of IT processes. The use of paper forms and ineffective communication through email created a bottleneck effect where processes were slowed down with any delay. They had a ticket system, but it was used to manage IT industry requirements, not end-user orders.

How a One Man IT Firm uses OneDesk to manage his client projects and requests

Working in a small company comes complete with its own unique set of challenges. These challenges are only magnified when your company is as small as it can get – a single person. When you only have yourself to count on, managing the time that you put into projects becomes of the utmost importance, and as more customers are brought on board, this time-management becomes tricky to deal with.

How Harmony Public Schools Leveraged InvGate's Customizability to Improve Customer Experience

Harmony Public Schools is a system of 58 Texas charter public schools, providing rigorous, high-quality, education in the fields of Science, Technology, Engineering, and Mathematics (STEM). Through a collaborative environment, Harmony offers students from traditionally underserved communities the opportunity to excel with project-based learning, developing the necessary skills to become global citizens.

Cybersecurity Firm Enhance Service Delivery Team Workflow with Scoro

A global cyber security firm with a goal of doubling the revenues for its 100-strong Solution Engineering and Service Delivery team over the next year. This team, identified as strategically vital, had been running all its team scheduling and resourcing using: To support their ambitious growth goals, they recognized they needed a much more sophisticated workflow – and software solution to orchestrate that.

How a school integrates OneDesk's customer widget into their learning management system

For small teams, using managed software solutions is an easy way to provide functionality without investing in resources to build it. However, managed solutions can also be restrictive when customizations are needed. It then becomes a burden trying to find other tools that will seamlessly integrate. In particular, content management systems (CMS) are streamlined to help companies create, manage, and deliver content, handling much of the scaffolding for users.

How SEiT took their ITSM strategy to the next level with InvGate

SEiT is a Chilean company dedicated to helping organizations maintain operational continuity through its technological platforms, with support, monitoring, backup and cybersecurity services. Thus, it advises them in making decisions to increase their profitability and maintain their focus on the business.

How Webhelp Tackled Challenges During Their IT Transformation With Freshworks

Mariano Bañón, Global IT transformation program manager for Webhelp shares his experience of working with Freshservice. Mariano is leading an initiative in Webhelp to simplify IT processes and technology for more than 60.000 employees worldwide. One of the initiatives under the program is to rollout Freshservice across different regions and shared services. In this episode, he will explain how and why Webhelp's IT team made the decision of shifting their IT support strategy, and the challenges they have faced along the way.

How an ERP Firm uses OneDesk to serve its customers

For an expanding enterprise resource planning (ERP) firm, providing quality service is of utmost importance. ERP covers a wide range of day-to-day business areas—from procurement to accounting and everything in between—so staying organized and on top of everything is the key to success. Bringing the management of these needs all into one tool makes it easy to find everything in one centralized spot. With this in mind, one ERP firm came to us with a few priority requirements.