Sold Secure run a programme of setting standards, testing and certification approval at 3 grade levels: Silver, Gold and Diamond. This involves all the accompanying paperwork for processing each individual client and their product/s as well as reports, test certificate for each grade level. This was being done on standard in-office IT and using Excel for reporting with communications via email and telephone.
During the testing phase there can be multiple tasks with the accompanying pieces of documentation e.g. Registration, checking test history, retest, up/downgrade, approvals, credit checks, finance set ups which are then integrated to the accounts and payments and issuing of certification and insurance validation.
There are then the update reminders or retesting every time a product is adapted, all of which is extremely time consuming and open to error.