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DISCOVERY CALL QUESTIONNAIRE · • Magazine Advert – Recruiter or Global Recruiter? • eMail...

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How did you first find out about Solutio? Internet Search – If so, what phrase did you search for? Linkedin Post – If so, which one? Website Profile i.e. Professional Passport or SIA etc. Magazine Advert – Recruiter or Global Recruiter? eMail Campaign – Recruiter or Global Recruiter? Recommendation – If so, from whom? Other – please clarify. Solutio (UK) Limited 5 Chancery Lane Holborn London EC4A 1BL [email protected] 07789 488 909 www.solutio.com The Discovery Call is intended to help us find out more about your business, current infrastructure, IT-systems and commercial plans for the future. Conducted over the phone or via video conference call, the session typically lasts for 30 minutes and is deliberately informal. The questions listed in this document have been devised as prompts to encourage a meaningful dialogue between both parties. The answers will also enable us to articulate the benefits of Solutio specifically to your organisation and prepare a subsequent live demo tailored to your business if required. The Discovery Call also gives you the opportunity to ask any questions regarding the Solutio software platform and our company structure. We trust you will find this document a useful starting point to what we hope will develop into a long-term commercial relationship. DISCOVERY CALL QUESTIONNAIRE ENQUIRY SOURCE 1 Please tell me more about your business. In which sectors does your business operate? How many staff do you employ? What is the split, i.e. onboarding and compliance, payrolling, finance etc? Are you looking to target other sectors in the future? Which payroll models do you currently support? Standard Umbrella Joint Employment PAYE Deemed Employment CIS Salary Sacrifice PSC What is the split in term of numbers? How many payslips do you process in a week? BACKGROUND INFORMATION 2
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Page 1: DISCOVERY CALL QUESTIONNAIRE · • Magazine Advert – Recruiter or Global Recruiter? • eMail Campaign – Recruiter or Global Recruiter? • Recommendation – If so, from whom?

How did you first find out about Solutio?

• Internet Search – If so, what phrase did you search for?

• Linkedin Post – If so, which one?

• Website Profile i.e. Professional Passport or SIA etc.

• Magazine Advert – Recruiter or Global Recruiter?

• eMail Campaign – Recruiter or Global Recruiter?

• Recommendation – If so, from whom?

• Other – please clarify.

Solutio (UK) Limited5 Chancery LaneHolbornLondon EC4A 1BL

[email protected] 488 909www.solutio.com

The Discovery Call is intended to help us find out more about your business, current infrastructure, IT-systems and commercial plans for the future. Conducted over the phone or via video conference call, the session typically lasts for 30 minutes and is deliberately informal.

The questions listed in this document have been devised as prompts to encourage a meaningful dialogue between both parties. The answers will also enable us to articulate the benefits of Solutio specifically to your organisation and prepare a subsequent live demo tailored to your business if required. The Discovery Call also gives you the opportunity to ask any questions regarding the Solutio software platform and our company structure.

We trust you will find this document a useful starting point to what we hope will develop into a long-term commercial relationship.

DISCOVERY CALLQUESTIONNAIRE

ENQUIRY SOURCE1

Please tell me more about your business.

• In which sectors does your business operate?

• How many staff do you employ?

• What is the split, i.e. onboarding and compliance, payrolling, finance etc?

• Are you looking to target other sectors in the future?

• Which payroll models do you currently support?

Standard Umbrella Joint Employment

PAYE Deemed Employment

CIS Salary Sacrifice

PSC

• What is the split in term of numbers?

• How many payslips do you process in a week?

BACKGROUND INFORMATION2

Page 2: DISCOVERY CALL QUESTIONNAIRE · • Magazine Advert – Recruiter or Global Recruiter? • eMail Campaign – Recruiter or Global Recruiter? • Recommendation – If so, from whom?

Can we discuss your plans for the business over the next 12-months?

• What are your primary commercial goals? Growth/margin/revenue/profit/sell?

• What are the main operational challenges you are facing in the pursuit of these objectives?

• Why is this?

• What is the potential impact of this challenge on your organisation?

• What do you think could be done to help resolve these issues?

• How important is it to you to be able to fix this?

FUTURE BUSINESS OBJECTIVES3

Can we discuss your current software systems?

• What CRM system do you use?

• What payrolling software do you use?

• What accounting software do you use?

• Are there any middleware platforms?

• Are there any particular functions you require that your current software doesn't support?

SOFTWARE OVERVIEW4

I would like to find out more about your onboarding & compliance processes?

• How do you manage the sourcing & conversions of candidates & workers?

• Do you use an Applicant Tracking System (ATS) for this purpose today? If so, which system?

• Is effective compliance management important to your business?

• How do you currently manage certifications, onboarding, compliance & right-to-work procedures?

• Do you spend a lot of time chasing people for documents?

• What are the consequences of failure to manage compliance effectively?

MANAGING WORKERS5

Page 3: DISCOVERY CALL QUESTIONNAIRE · • Magazine Advert – Recruiter or Global Recruiter? • eMail Campaign – Recruiter or Global Recruiter? • Recommendation – If so, from whom?

Can we discuss your processes for managing timesheets please?

• How do you gather & validate hours worked today?

• How long does this take each week?

• How do timesheets get signed off?

• Do you have many timesheet errors through the process?

• Would you like to see how this could be automated?

TIMESHEETS6

Finally, please tell me more about your actual payroll processing?

• How do you manage payroll today? What is the process?

If manually - do you ever experience payroll errors?

Is this a big issue for you?

• What other challenges do you face in how you manage this today?

• Are you also looking to automate this environment?

PAYROLL7

Solutio (UK) Limited5 Chancery LaneHolbornLondon EC4A 1BL

[email protected] 488 909www.solutio.com


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