Solutio - Fact Finding Questionnaire updated · QUESTIONNAIRE CUSTOMER INFORMATION Customer Name...
Transcript of Solutio - Fact Finding Questionnaire updated · QUESTIONNAIRE CUSTOMER INFORMATION Customer Name...
Solutio Software Limited5 Chancery LaneLondon EC4A 1BL
[email protected] 488 909www.solutio.com
From the moment youfirst contact Solutio, youwill be guided through a Fact-finding process to help you establish the real benefits of choosing our software platform.
You will be given access to our updated Sales Brochure before being invited to join an initial Discovery Call where both parties get to know each other and define your business objectives. This will then be followed by an interactive Online Demo where you will be able to view the functionality of Solutio in real time and ask questions pertinent to your requirements.
We are confident that you will request an initial meeting following the Demo which will precede a detailed Scoping Session where your team can interact with the platform. Finally, we will submit a commercial proposal drafted specifically for your business and arrange a deployment schedule.
FACT-FINDINGQUESTIONNAIRE
CUSTOMER INFORMATION
Customer Name
Position
Contact Number
Contact Email
Web Address
Company Name
Address
City Postcode
Company No.
Is your company part of the group structure?
Do other members of the group structure require Solutio too?
How did you hear about Solutio?
Yes
Cold Call/Email
Social Media
Magazine Advertisement or Article
Referral
Internet Search
Trade Organization
Industry Event
Other (Please specify)
No
Yes No
Other (Please specify)
Existing Client
Industry Contact
GeneralRecommendation
Other (Please specify)
Exhibition
Social
Workshop
Global Recruiter
Recruiter
Other (Please specify)
APSCo - The Association of Professional Staffing Companies
FCSA - The Freelancer & Contractor Services Association
Lawspeed
Professional Passport
REC - Recruitment & Employment Confederation
SIA - Staffing Industry Analysts
TEAM - The Employment Agents Movement
Other (Please specify)
FACT-FINDING QUESTIONNAIRE 2 OF 6
Business Type
How many people do you employ in total?
How many people in your registration team?
How many people in your operations/compliance team
How many people are in your payroll team?
How many people are in your accounts/finance team?
Contractor numbers per week
Contractor numbers per month
Contractor numbers per year
Payroll Models Supported
Standard Umbrella (PAYE)
PSC
Salary Sacrifice
Other (Please specify)
PAYE
Joint Employment
CIS
Deemed Employment
APSCo - The Association of Professional Staffing Companies
FCSA - The Freelancer & Contractor Services Association
Lawspeed
Professional Passport
REC - Recruitment & Employment Confederation
SIA - Staffing Industry Analysts
TEAM - The Employment Agents Movement
Other (Please specify)
COMPANY INFORMATION
Umbrella
Hirer
Other (Please specify)
Recruitment Agency
Supplier/Partner
PEO or RPO
FACT-FINDING QUESTIONNAIRE 3 OF 6
Public Sector
Construction/Engineering/Rail
Healthcare/Social Care
Media/Creative
Other (Please specify)
Private Sector
Driving/Logistics
IT
Oil & Gas
Banking/Finance
Education/Training
Manufacturing/Industrial
Retail
Sectors
Compliance CredentialsDoes your company belong to any of the following organisations?
APSCo - The Association of Professional Staffing Companies
FCSA - The Freelancer & Contractor Services Association
Lawspeed
Professional Passport
REC - Recruitment & Employment Confederation
SIA - Staffing Industry Analysts
TEAM - The Employment Agents Movement
Other (Please specify)
FACT-FINDING QUESTIONNAIRE 4 OF 6
In-house
AccessGroup
Digicom
Forest
Moorepay
Other (Please specify)
Tempaid
12 Pay
Brainpay
eRecruit
Kashflow
My Digital Accounts
Accentra
Brightpay
FMP Global
Merit
Sage Pay
CRM Systems Currently Used
Payroll Software Currently Used
Accounting Software Currently Used
How is Data Shared?
SOFTWARE INFRASTRUCTURE
Zoho
Itris
Salesforce
Eclipse
Other (Please specify)
Microsoft Dynamics
Sugar
Goldmine
Redfish
In-house
Free Agent
Xero
Other (Please specify)
Bluqube
Quickbooks
Clearbooks
Sage Pay
It isn’t
Don’t know
Manually
Automatically
FACT-FINDING QUESTIONNAIRE 5 OF 6
How do you communicate with your workers?
Is your timesheet and expenses processing automated?
Who approves timesheets and expenses?
On which days do you run payroll?
With whom do you bank?
Any other comments?
WORKER ENGAGEMENT
Via Agency
Direct via an App
Direct by Text or Messenger
Via Umbrella Company
Other (Please specify)
Direct by Phone
Direct by WhatsApp
Via Hirer
Direct by Email
In Person
Yes No
Agency
No Approval
Other (please specify)
Umbrella
Hirer
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Solutio Software Limited5 Chancery LaneLondon EC4A 1BL
[email protected] 488 909www.solutio.com