Presented by: Jan Anderson Date:19 th Oct 2005 Case Study - Citation plc

Agenda  Company overview  Business operations  Room for improvement  Solutions  Summary

Citation Plc – Company Overview  Est 1995  Knutsford, Cheshire  Professional advice and compliance packages  Employment Law / Health & Safety  150 Staff

Citation – Company Overview  Risk assessments  Health & Safety policies  Employment tribunals  Contracts of employment & handbooks Services

Citation Plc - Clients "The team at Citation have proven themselves invaluable in implementing watertight policies and procedures, and their 24 hour helpline is genuinely first class". Mark Wardle Managing Director The Wardle Group

Citation – Sales & Marketing Strategy  Specify target audience for Citation services  Build/maintain a high quality prospect database  Acquire supplemental data  Telesales team - outbound calling campaigns  Arrange for site visit where appropriate

Citation Plc – Operational Issues  Customer acquisition strategy  Quality of data  Telephone numbers  Employee numbers  Expensive administrators  First impressions

QAS Solution Citation Plc  Remove ‘Old’ accounts  Remove duplicates  Cleanse addresses  Format addresses  Validate / append telephone numbers  Validate / append employee numbers

QAS Solution Quick Address Batch Citation Plc Hellman Worldwide Lancaster Way Lichfield WS13

QAS Solution Quick Address Batch Citation Plc Hellman Worldwide Lancaster Way Lichfield WS13 Hellman Worldwide Logistics Kuhlman House Lancaster Way Fradley Park Lichfield Staffordshire WS13 8SX Headquarters 250 People Transport Agencies

QAS Solution – Data Capture  Inbound enquiry handling  Speed of capture  Accurate company, address and profile details  Potential for tailored response

QAS Solution – Data Capture

Summary  Citation – strategy for growth  QAS consultation – the data flow  Testing the proposed solution – cost / risk  Tangible results  A data strategy and workflow model

Thank you for listening Any Questions?