Case study for a migration agent
Stephan is a certified migration agent. He runs his business helping individuals who intend to migrate.
His business structure is quite simple; Stephan is the principal of the business. However, he has an extensive network of contacts and his clients are from different parts of the world. While he has a business website with information about his business, all his communication with the client is confidential and specific to the individual circumstances.
Because of the extensive paperwork involved, Stephan has been thinking of a document management application to help him organizing the work. So far, those applications are meant for medium to large corporations and it's just too costly to buy or lease one given the size of its business has not reached its full capacity yet.
Comes Ajax Workspace
Stephan was attracted to the idea of paying what he used without the tedious development process and customisation. He could also save by not having to pay a huge sum for the software. To Stephan, he wants flexibility to change his business model as he grows the business. He sees buying a computer system would limit his options.
How Ajax Workspace Work For Consultancy Firms
Stephan sees every client as a project by itself because each of them is unique. Using Ajax Workspace, Stephan set up the client file online. The relevant details of the clients are stored in Contact Management.
Because there is no limitation on how many projects he can create under Corporate Workspace, Stephan makes full use of the space available to maximize his business activities. He also created templates that he could reuse for standard communications. This works well for Stephan.
As each of the case progresses in the migration process, Stephan could track the activities seamlessly and often remotely via internet. To Stephan, this is a big plus because he has the clients' case readily on hand wherever he goes. Furthermore, he does not have to carry huge files with him as he works.
He could also schedule ahead on the Event Calendar to give him better estimate on the time and effort required on him to move the case forward. That, as he realized later, has improved his customer service level significantly.
The Result
With business improving, Stephan is anticipating that he needs to hire assistants 3 - 4 months down the track. It's good news. Obviously he would continue to expand on his use of Ajax Workspace, but the software is well capable of meeting his business needs. At an affordable cost that is.
