Case Study: Wesleyan reduces CRM data cleanse time by 96% with InRule

Wesleyan cuts CRM data cleanse time by 96% with InRule

Wesleyan, a UK-based financial services organization, faced challenges with its slow, manual legacy financial planning system. The system relied on hard-coded business rules and Excel spreadsheets, making updates difficult and time-consuming. Wesleyan sought to modernize its processes, automate calculations, and empower its business users to manage rules without IT assistance. They chose to implement a business rules management system (BRMS) from vendor InRule to address these issues.

InRule provided a solution that integrated with Wesleyan's Microsoft Dynamics CRM to automate data cleansing, calculations, and the generation of client letters and financial recommendations. This implementation reduced the time required to correct CRM data errors from 4-6 weeks to just one day, a 96% improvement. The new system, comprising thousands of business rules, now serves over 300 users daily and has optimized the sales process while minimizing errors.

Wesleyan