A system built around the business. Not the other way round.
How The Mentor Hub brought clients, programmes, mentors, mentees and finance into one place, and had the team using it every day within a few days of launch.
The Mentor Hub provides bespoke executive mentoring for senior leaders in business. They match the right mentor to the right leader at the right moment, then run the programme around them: sessions, documents, events and invoicing.
The team was running the business across Invenias, spreadsheets and email. Information about one client could sit in three places. Tanya Percy, COO, put the brief in one line:
“Wanted the team to work from one platform, built for our business needs.”
They looked at off-the-shelf CRMs first. Every one meant changing how the business worked to suit the software.
“For us, it was less about wanting something bespoke for the sake of it, and more about having a system that genuinely fits the business rather than changing the business to fit the system.”
Elevate. The whole business in one place.
Live in about eight weeks. One monthly fee for the whole company, not per user.
“He has really taken the time to understand our business and what we need from the system. He is very responsive, any changes or fixes have been dealt with quickly, and he has never missed a deadline.”
“I think what surprised us most was how quickly the system came together and how flexible the build process was.”
“We now have much better visibility across the whole business, with our clients, programmes, Mentors, Mentees and finance information all in one place.”
The team was using it day to day within a few days. Tanya estimates it already saves several hours a week, and expects that to grow as they use more of it.
“Absolutely. It has given us a system that genuinely works for our business and the way we operate... I would definitely make the same decision again.”
More automation, better reporting, and less manual admin. The system grows as they do.
“The great thing is that we know the system can continue to evolve as we do.”
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