solutio - fact finding questionnaire v4...solutio (uk) limited 5 chancery lane london ec4a 1bl...

Solutio (UK) Limited5 Chancery LaneLondon EC4A 1BL

[email protected] 488 081www.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

LinkedIn

Facebook


Existing Client

Industry Contact

GeneralRecommendation


Exhibition

Social

Workshop

Global Recruiter

Recruiter


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


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


PAYE

Joint Employment

CIS

Deemed Employment



Lawspeed






COMPANY INFORMATION

Umbrella

Hirer


Recruitment Agency

Supplier/Partner

PEO or RPO


Public Sector

Construction/Engineering/Rail

Healthcare/Social Care

Media/Creative


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?



Lawspeed







In-house

AccessGroup

Digicom

Forest

Moorepay


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


Microsoft Dynamics

Sugar

Goldmine

Redfish

In-house

Free Agent

Xero


Bluqube

Quickbooks

Clearbooks

Sage Pay

It isn’t

Don’t know

Manually

Automatically


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


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 (UK) Limited5 Chancery LaneLondon EC4A 1BL

[email protected] 488 081www.solutio.com

solutio - fact finding questionnaire v4...solutio (uk) limited 5 chancery lane london ec4a 1bl...

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