Data Capture Service for IFA Practices |
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Whether you need to prepare your data to evaluate you business for succession planning or get it all into a coherent electronic structure to import into a back office system, Ludique offers a specialised, comprehensive data capture service for IFAs whose records are on paper (even hand-written) or in disparate electronic sources. Data inputting is carried out by fully trained and experienced staff with outstanding accuracy skills.
See Prices: Data Capture Service for further details |
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Business Process Re-Engineering |
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Streamlining and re-engineering of administrative
and business processes to maximise achievement in large and small
organisations |
Database Design and Development |
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Creation of bespoke systems, adaptation and refinement of legacy systems |
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Data migration - import and export of data between different applications |
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Origination and production of bespoke manuals and
training programmes |
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Data and statistical analysis to support development
of business strategy |
Business Solutions |
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LUDIPHON - a database to support telephone fundraising campaigns for Universities and other non-profit organisations which is compatible with Raiser's Edge |
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LUDITRAIN - a database to support NHS training departments and directorates in the management and administration of internal and external training for nurses |
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LUDIQUEforIFAs - a database for Independent Financial Advisers to manage and administrate client policies and investments |
Executive & Staff Training |
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Delivery of group and individual training programmes
to support database use for diverse clients including clerical staff
and executives |
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Delivery of Windows and MS Office training in both
one-to-one, group and classroom environments |
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Coaching and development of executives to maximise
benefits of IT initiatives |
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Intensive training of individuals in the design
and development of Access databases |
Management Services |
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Expert in writing strategy, policy and procedure
documents |
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Optimising staff output through job review and development |
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Project and Event Management |
Business Development |
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Including promotion, marketing,
advertising and tendering for major contracts |