Openwork is one of the largest and longest-established financial advice networks in the UK

Date of Deployment: August 2016
Scope - modules: Project Centre, Asset Store, Mark Up
Length/Scope of implementation: 5 months - David Tang led the deployment which required a newly configured workflow to accomodate the Advisers’ submissions

SLAs were defined for each tier of Adviser group. Dynamic asset metadata was set up enabling segregated views for different Advisers/user groups. User training was delivered using a mix of online sessions and onsite, with a soft launch targeted initially to the most active Advisers with a full roll-out continuing after that.

"We worked closely with bethebrand to identify how we needed the system configured to meet our needs.

This took some effort on both sides but we worked well as a team. The rollout was straightforward, even though we were adding hundreds of users and dealing with the queries that introducing a new system inevitably creates.

bethebrand always react quickly and positively to our requests for changes to the system and the end result is a very simple tool that takes away a lot of paper administration our Financial Promotions team used to have to deal with." Nina Stenning Head of Marketing Communications

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