The Creditec Team were commissioned to construct and implement an SME focussed credit assessment and workflow tool into our organisation.  The purpose of the tool was to allow better credit management of the SME portfolio, and to create a paperless environment within which to store client data, standardise the information required to assess an SME, undertake the origination process, and administer document origination.  The activities included ensuring that Creditec understood our context and what we wanted to achieve, scoping the project and then implementing in line with the agreed project plan.

Creditec performed well throughout our interaction with them.  They facilitated our discussions well, whilst also bringing the benefit of their experience in working with a wide range of other organisations.  The scoping document/project plan was clear in terms of deliverables, timescales, costs and dependencies.  The implementation itself was well supported by Creditec, again allowing us to benefit from their previous experiences.