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The Visa Team

The Client

The Visa Team are global visa specialists for business, marine, offshore and leisure. They have offices worldwide including Aberdeen, London, Glasgow, Houston, Dubai and Abu Dhabi.

 

The Problem

At their inception, the Visa Team were primarily using Outlook to manage their requests and account management. However, due to a rapidly expanding client base and spread of business unit, a more centralised and streamlined system was quickly required. Another issue The Visa Team faced was that their client base had varying requirements for how they wished to make requests and view their respective data in the system. 

 

What We Did

The solution Intellicore proposed to these problems was a Microsoft Dynamics CRM Online based system and accompanying bespoke mobile application for use by The Visa Team’s staff, with a bespoke, customisable front-end tracker for use by external clients. A public-facing website was also built that allowed non-clients (members of the public) to request and manage visa and passport applications. Intellicore leveraged the LAMP stack for the bespoke front-end, C# and .NET for the API and bespoke Dynamics CRM customisations and Ionic 2 for the mobile application. A complex matrix was required to model the different services The Visa Team supplied due to the different citizenship/destination combinations alongside the different services and embassy fees that would be levied depending on the various types of Visa offered (which could vary by embassy). With this matrix in place, accompanied with the product and pricelist functionality that comes with Dynamics CRM, order packs containing relevant documentation for a Visa could be automatically sent to customers while also providing prices for the various services offered depending on whether a contract was in place or not. 

 

By integrating with the payment provider Stripe, online payments could be accepted quickly and easily without the need to store sensitive payment related information on The Visa Team’s servers – improving cashflow and customer security. 

 

Again, the Business Unit structure built within Dynamics CRM allowed requests to be filtered to the right people within the organisation. For example if a request came in from a US source, it would be directed to the Houston team whereas if it came from the UK it would be directed to the London team etc.  

 

Due to the real time nature of the system, customers could be kept upto date with the progress of their applications – this was managed from the Dynamics CRM back office system as well as the bespoke mobile application (utilised by the couriers based out in the field). 

the system saved a significant number of man-hours a week for The Visa Team, as well as improving cashflow by highlighting when applications were ready for invoicing.

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