Background:

Headquartered in Sheffield, the British Business Bank was established in 2014 to increase the supply and diversity of finance for smaller businesses, as well as encouraging and enabling businesses to seek the finance best suited to their needs.

It works through over 100 partners, including banks, leasing companies, venture capital funds and web-based platforms. The Bank is wholly owned by the Department for Business, Energy and Industrial Strategy (BEIS), but independently managed.

Tisski was asked to help the government-owned institution use CRM to improve access to finance markets for smaller businesses across the UK.
British Business Bank required a Microsoft Dynamics 365 CRM system designed to drive efficiencies across the organisation’s origination, due diligence, transaction and portfolio management processes.

Outcome:

Phase one saw the delivery of core relationship and activity management systems, deal management processes and the migration of existing data.
Phase two further enhanced processes for deal management and include the implementation of SharePoint.

Key benefits:

The new CRM system configured by Tisski will help improve the management of relationships with the Bank’s existing and potential delivery partners, including supporting marketing and transaction activity.
 

 

David Miles, Senior Manager at British Business Bank

 
“This project will enable our employees to efficiently track and manage activity from marketing, right through the funding process and beyond.

“The new CRM system will streamline many aspects of our work. Ultimately, it will help more UK smaller businesses to get the funding and information about finance choices they need to grow, create jobs and boost the UK economy.”
 

Anna Assassa, CEO at Tisski:

 
“Our aim is to help organisations harness cloud technology to transform the way they operate.

“Microsoft Dynamics 365’s power and flexibility makes it highly configurable and well suited to optimising many key processes within the British Business Bank.

“We’re proud to be working on a project that will help so many SMEs to prosper. I’m sure it will deliver a strong return on investment, not just for British Business Bank, but also the wider economy.”
 

About Tisski

Tisski is one of the UK’s leading Microsoft Partners and Cloud Solutions Providers of award-winning Microsoft Dynamics CRM & ERP software.  

Established in 2011, Tisski now has over 60 employees and has implemented major projects for organisations in the public sector including the Health and Safety Executive (HSE) and Department for Education (DfE).

It provides a full range of professional services, from requirements gathering to bespoke development, training and ongoing project support.