The Folio Society

Scenario

Definition and procurement of core IT system, also end-to-end support of complex retail operation.

Situation

The Folio Society is a UK-based publisher of high quality books and serves an extensive customer base throughout the world, with large markets in the US, Canada, Australia and most countries in Europe. The vast majority of the books are sold via direct mail campaigns; this results in a complex logistics operation which handles over one million movements per year to destinations on all continents.

In 1998 Lord Gavron, the Chairman of The Folio Society, asked Charteris to assist in the procurement of a new central IT system. The new system was to cover every aspect of the business from purchasing, accounts, order entry and customer service through to order fulfilment. Charteris was selected after two previous sets of consultants had failed successfully to procure a new system and introduce it into service. The primary reason for failure was believed to be that the previous procurement exercises had been conducted in isolation from what is a unique and extremely complex business.

Charteris Role

From the start the Charteris consultant adopted a business-oriented approach to the procurement by launching an exercise to assess the current business processes and how these could be improved through the use of the various packaged solutions on the market. It became clear that whilst some business process innovation was possible, many of the specific features that that made The Folio Society what it was could not be implemented using a standard packaged solution.

Charteris therefore produced a plan by which The Folio Society could capture those elements of their business processes that were essential to their success, but could modify other business processes to fit with one of the leading mail order packaged software solutions.

The Charteris consultant then worked with the client to help specify some bespoke to meet the specific business processes; a suitable vendor was then selected and an appropriate contract negotiated, with Charteris continuing to advise the directors at each stage.

Finally, Lord Gavron invited Charteris to work closely with the Managing Director to effect the necessary reorganisation of the business to ensure that the new system would deliver maximum business benefit. Through working with the entire board of the company Charteris agreed a change plan that was implemented at the same time as the implementation of the new system.

Solution

The new system went live as planned, and has fully lived up to its expectations, partly because the whole company was fully committed to the business changes that were associated with the new implementation.

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