The Switch system needed to co-exist alongside the current property management system which was used to deal with office tenancy, without creating additional processes and increasing back office workload. It also had to ensure that the client’s tenants were able to hire the meeting rooms at their pre-agreed discounted rates and on invoice only terms.

To consolidate payment information and invoice activity in one place, the Switch API was used to develop an integration with the existing system. This was also used to maintain an up to date tenants database.

Using the CRM, Switch was then able to apply client level pricing and payment terms that would automatically apply when a tenant made a booking, so they would be charged the correct amount and no payments would be requested at the point of booking.

Switch added a virtual guest book and test and trace reports to its reporting suite, meaning the client could use a system generated QR code and check-in page to provide touch-free check-in and retain a record of all visitors to site, which (with the correct GDPR permissions) had a benefit for future marketing.

And, with simple, resource level cards in the system, it was really easy for the client to regularly update capacities and room layouts to reflect the latest set of rules.

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