All three case studies that you’ll read on this page are true real-life cases that we’ve anonymised to protect the business interests of our clients. Take a look to see how rEsolve by Evotra has helped them get the exact help that they needed, when they needed it.
Julia Rouhan, Client Services Manager
Reliable expertise, improving CRM performance and growing user confidence – without the cost of a full-time hire
Client: London-based financial advice firm · c.30 employees · c.£300m AUM
Some firms don’t need a full-time administrator – they need reliable access to the right skills when they need them. This firm came to us with their Xplan technology already in place but limited in-house capacity to maintain and enhance it. Their support staff had been covering it off the side of their desks, and they were conscious of creating a single point of dependency.
Rather than replacing that arrangement with a like-for-like hire, we stepped in as a flexible extension of their team. Evotra now provides 20 hours of support per month – a mix of ad-hoc specialist support and jointly agreed project deliverables – covering workflow design and configuration, portal rollout support, bespoke process guides and third-party data feed reconciliation.
The outcome: Reliable access to expertise, a steadily improving CRM setup, and growing user confidence across the business – at a fraction of the cost of a permanent hire with no single point of dependency and no full-time salary.
Uninterrupted support through a key staff absence – and continued capacity long after
Client: National wealth management firm · c.100 employees · c.£1b AUM
When your only in-house CRM expert goes on maternity leave, you have two options: hope for the best, or make sure you’ve got cover. This firm chose the latter.
Following a structured handover, Evotra assumed responsibility for all site administration and user support for the year. When the in-house administrator returned, we handed everything back – but both parties recognised the value of continuing to work together. Evotra now acts as overflow support through a 30-hour-per-month bundle, complementing strong in-house expertise without duplicating it.
The outcome: Uninterrupted service through a period of planned absence, and a collaborative ongoing arrangement that continues to give the firm reliable extra capacity exactly when they need it.
Phased support that delivered a smooth implementation and left the team trained, confident and fully in control.
Client: Consolidator · c.400 employees · c.£30b AUM
This firm came to us mid-way through a large-scale data migration and CRM implementation. Resource and budget constraints meant the system was going live with a significant wish-list of items still outstanding – and they needed expert support to get through it without the wheels coming off.
We started with project management and business readiness planning to make sure the go-live was as smooth as possible. Once live, we helped embed a business change process and champions forum, then worked through the roadmap collaboratively. An initial 40-hour-per-month bundle covered CRM management and full user support – all the capability of a full-time hire, without the cost or key-person risk.
As priorities were delivered, support stepped down – from 40 to 30 to 10 hours per month – with the final phase focused on technical handover and train-the-trainer work. When they were ready to take full ownership, they did.
The outcome: Expert support at programme ‘crunch time’, leading to a smooth implementation and a team left with the frameworks, training and confidence to manage their CRM independently in a BAU environment (but still occasionally reaching out to Evotra when volume or complexity demands it).
To read more about how we can help you make your technology a success on a fractional basis that suits you, download our rEsolve service guide HERE.
