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First Client Management Software For NZ Immigration Advisers

Published: Wed 2 Dec 2015 10:04 AM
First Client Management Software For NZ Immigration Advisers Launched
Ezy Migrate becomes New Zealand’s first client management software application for licensed immigration advisers
The software development company Small Business Online Solutions Ltd has launched New Zealand’s first client management tool aimed specifically at licensed immigration advisers. It is set to revolutionize the industry, which mostly uses manual systems and processes at present. Ezy Migrate automates many of these processes and improves efficiency by as much as 70 percent.
The company behind Ezy Migrate, Small Business Online Solutions Ltd, was formed by software developer Omar Hyatt in 2011. It develops a range of applications in various industries for clients in New Zealand and Australia.
The project that would eventually lead to the development of Ezy Migrate began in 2014 when a group of immigration advisers approached Small Business Online Solutions to develop a customized CRM for their industry. This lead to the beta version of Ezy Migrate - it was launched in October 2014.
The beta version was given to immigration advisers to test in real time business environments. Hyatt, who works as the project manager at Small Business Online Solutions, said this exercise was crucial in the development process. "Based on this real time testing and valuable feedback from industry professionals, we improved the system and added many new features," he said.
One of those features is checkmyvisa.co.nz. This is part of the Ezy Migrate system and allows clients to check the progress of their Visa applications without having to speak to their immigration adviser directly. This saves considerable time both for the client, and the immigration professional.
Ezy Migrate offers a number of other key features that are specifically designed for immigration advisers in New Zealand. At its core it stores everything related to a client file in one, easy to access location. This includes all email correspondence, notes, tasks, deadline dates, Visa application forms, scanned documents, invoices, and other items of correspondence. The platform makes every aspect of an immigration adviser's work more efficient, saving them time and money. In addition fewer mistakes are made, particularly in relation to missing deadlines, as the system automatically sends reminders.
Everything is improved, in fact, compared with the traditional methods of using paper-based systems and spreadsheets.
"We launched the first stable version of Ezy Migrate just last month," said Hyatt. "Since then we have received many calls from immigration advisers who are interested in taking on the system. As a team we worked very hard in the past three years to develop Ezy Migrate, and we are delighted at how well it is being received so far.
"We want to give something back now, so we have decided to give 50% off our set up fees to the first 50 users."
Immigration advisers who are already using the system have praised its effectiveness. One said: "The processes required for Immigration New Zealand are lengthy and time consuming and for people who work independently - it can be a tedious task. I always wondered whether there was software in this country that would target just New Zealand advisors. Small Business Online Solutions has come up with just that.”
Another said: "With everything in one place it is so much easier to look and search for information. The inclusion of invoicing software is a huge benefit too. Once you use Ezy Migrate you will never go back to the old ways of working with your documents and managing your client details. This software is a boon for the licensed advisors industry.”
And another praised Small Business Online Solutions for their continued efforts to improve Ezy Migrate: "I'm glad they have made Ezy Migrate work with all their efforts. In addition their continuous support has made this software better and better by the day."
For Hyatt, this work continues as new functionality is added to Ezy Migrate. He said: "We are constantly working to make this platform even better. We are already developing iOS and Android apps so that advisers can access their information on their cellular devices.
“At the same time, we are also talking to Immigration New Zealand to link our system with Immigration Online. This will save even more time for our clients as Ezy Migrate will auto fill client details directly on the immigration system when completing online applications.”
ENDS

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