Business Challenges:
The company is a consulting firm that provides professional compliance advisory services. Since its establishment, the team has accumulated a lot of successful experience, including applying for the Securities and Futures Commission’s Type 1 (securities trading), Type 2 (futures trading), Type 4 (advising on securities), Type 5 (advising on futures contracts), and Money Service Operators licenses. After five years of operation, they have accumulated a large amount of customer data, and their business has begun to expand, and they can no longer handle the large amount of customer data and documents manually.

Solution: Introduce an ERP system
We first analyze their needs, understand the company’s business processes and the problems that need to be solved, so that we can customize the development for them; we help them migrate some of the company’s existing data to the ERP system to ensure that the system can operate smoothly after launch.

Key Achievements

• Through the deployment of ERP on the cloud, employee information such as attendance, performance assessments, salary adjustments and work schedules will be stored in the new system, providing easy access for employees and relevant personnel at any time.
• Sales personnel can access relevant contracts directly on the new system. If clients need to update or modify contracts, sales personnel can make changes through the system. With the implementation of the new system, sales invoices will be saved in electronic format for easy access by colleagues.
• Unified management of customer data allows for timely updates and avoids errors or omissions, greatly saving management time.