Brewin Dolphin is a renowned wealth management firm based in the United Kingdom. With a rich history dating back to 1762, Brewin Dolphin has established itself as a trusted partner for individuals and families seeking expert financial advice and investment solutions. Brewin Dolphin's customer profile consists of individuals with substantial investable assets, seeking expert financial advice and personalised wealth management solutions. They value trust, expertise, performance, and a comprehensive range of services to help them achieve their financial goals.
Business Objectives
In order to meet these customer expectations, Brewin Dolphin relies heavily on their print infrastructure for both operational effiency and customer communications; so naturally they had a number of core objectives aligned with this when they went to market for a managed print solution, including:
- A uniform fleet of Multi-function Devices (MFDs) based on Brewin's utilisation, future needs, and desired efficiency.
- Unified Cost Per Page across all devices for simplified billing and cost accounting, along with customised invoicing.
- Smooth transition and implementation, following the PRINCE2 methodology.
- Proactive and comprehensive nationwide service delivery, including remote technical resolution.
The Vision Solution
After a hotly contested procurement process, Vision's innovative solution came out on top. By taking the time to undertake a workplace technology audit to understand Brewin Dolphin's existing print estate, review volumetric data and device utilisation, as well as potential security vulnerabilities (after all, printers are a common attack vector for cyber criminals) Vision was able to map out a solution that not only met the objectives outlined by Brewin Dolphin but exceeded them.
The solution included:
- Vision's Remote Fleet Management software application for efficient device management and remote diagnostics, including accurate and timely billing through remote meter readings and automated consumables ordering and delivery.
- A uniform fleet of leading HP MFDs based on Brewin Dolphin's utilisation, future needs, and efficiency.
- Unified Cost Per Page across all devices for simplified billing and cost accounting, along with customised invoicing.
- Print management software to ensure optimal security and user experience.
Outcome
Brewin Dolphin realised significant cost savings thanks to their new energy-efficient devices, a reduced cost per page and improved user experience through follow-me print, which led to fewer abandoned print jobs.
Furthermore, they had the assurance they needed that their data and print infrastructure was secure, and that they remained compliant with the relevant legislation.
