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INSOLVENCY MANAGEMENT SYSTEM
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The Client
Debt Free Direct (DFD) was established in 2001 and has become the UK's leading provider of advice and solutions for over-indebted consumers. The company provides best debt advice and a full range of practical solutions. Debt Free Direct is listed on the Alternative Investment Market stock exchange and was voted AIM Company of the Year 2005.

The Solution
In 2001 Kaleida developed the Insolvency Management System (IMS) for Debt Free Direct. IMS is a customer relationship management and case management system that allows Debt Free Direct staff to manage customer information, advise customers on the best solution for their circumstances and manage the preparation and supervision of an Individual Voluntary Arrangement (IVA). The system integrates closely with the company's call-centre technology and collects and manages comprehensive customer details to provide customers with the best advice based on their circumstances and to successfully manage the advised solution.

The system is subject to a structured program of modifications and enhancements to meet the increasing business demands of DFD as they continue to grow. Since its release the IMS has grown to support over 160 users in the UK and Australia, a figure that is expected to double in the next 18 months.

Key Features + Benefits
Insolvency Management System (IMS)
IMS manages the full process from first contact with a call centre through to completion of an IVA, a process that can take up to 5 years. Staff members at all levels use the system on a daily basis. The system features includes:

• Close integration with CTI (Computer Telephony Integration) software.
• Call-centre scripted data capture
• Provision of DFD Best Advice based on customer circumstances
• Fully configurable Workflow management
• Fully configurable Legal Document management
• Banking automated transactions integration
• Billing and remittance management
• Client bank account management
• Extensive reporting

Unmanaged Services
Unmanaged services are provided through scheduling utilities. These utilities provide the following services:

• Automated reporting
• Document Processing
• Customer lead email processing
• Data validation checks

Best Advice Model
The Best Advice Model was developed as a .NET Web Service using C#. This service provides DFD with their USP - providing free advice to over-indebted customers. The advice could be one of the following:

• Secured Loan
• Unsecured Loan
• Debt Management
• IVA
• Bankruptcy