Onboarding Case Study – Interview Style
Bruce Storey, Estu Global’s Chief Operating Officer, sat down for an interview with Lumina’s marketing manager, Kerry Turney. They discussed Estu’s decision to engage with an IT provider, why they ended up choosing Lumina, and how Lumina have handled the onboarding process.
A World Before IT Support
Kerry: What was your IT situation like before deciding to engage with Lumina?
Bruce: We’re a relatively small, but fast growing team, so we had not previously engaged with an external IT provider and were trying to do everything in house. So our IT operation was relatively immature.
Kerry: What was it like having no IT support? How did it impact your team’s day-to-day work life?
Bruce: We were finding ourselves spending too much time trying to troubleshoot and figure tech issues out ourselves. What we really needed was a a knowledgeable partner that could take care of that for us, so that we could spend our time working on the business.
The Search For An IT Partner
Kerry: What was the trigger point that made you seek out an IT partner when you did?
Bruce: We’re going through a period of substantial growth and we recognised that to support this, we needed to optimise our systems and operations; we needed to engage with an IT expert who understood us.
Kerry: What were you initially looking for in an IT partner?
Bruce: Our aspiration was for a full managed service. It was important to find a partner that specialised in working with SMEs as we are one ourselves, and we value more of a strategic partnership with a smaller provider over a more transactional one with a large enterprise. So a mid-market specialist that had a wide range of capabilities and expertise to help us with a variety of different IT challenges.
Why Lumina?
Kerry: So Lumina met your criteria for everything you wanted in an IT partner?
Bruce: Yes, you certainly did. The fact that you are clearly a mid-market specialist, and you have been in business for a long time with an established track record. But I also want to add that the conversations we had with your Managing Director, Richard were what sealed it. Richard was refreshingly honest and we could tell from very early on in the discovery phase that he would be a pleasure to work with. You want to partner with someone that you like to work with and that was the final deciding factor.
The Onboarding Process
Kerry: You made an excellent choice in choosing us to be your new IT partner [I’m biased of course] and we were very excited to welcome you. How have you found our onboarding process?
Bruce: First of all, we have been really impressed with how thorough and organised Lumina have been. We were introduced to your service desk team and were given a presentation showing how to get the best out of our relationship. That has really helped set us up for a successful engagement. In terms of working with Lumina, you have just taken away all those pain points that we talked about before, where we were getting bogged down in trying to deal with tech issues ourselves. You’ve allowed us to just focus on what we do best which is developing and delivering excellent skills development programmes. You were clear from the start about what the onboarding process involves and how to work with your team, so I would definitely say that the process has been smooth, easy and effortless.
Kerry: That’s fantastic you feel so positive about the onboarding process and our business relationship so far. Developing a personalised, strategic relationship with our clients is one of our USPs, and is one of the reasons why our clients tend to stay in partnership with us for a very long time.
Bruce: Yeah, it feels really good when you engage with a new partner. I tend to find that if it feels like it’s going to be a successful long term relationship from the beginning, then it probably will end up being one. And that’s how we feel about Lumina. We see you as being a long term partner to support us through our growth journey.
Lumina’s Culture
Kerry: Is there anything else that you would like to add about your experience with working with us so far?
Bruce: I touched on earlier that our initial conversations with Richard was what propelled us to choose Lumina. I also wanted to add that the compliment extends to your wider team. The service team have been a pleasure to deal with, so it wasn’t just Richard being engaging, professional and helpful in isolation. It’s very clear that it has a trickle down effect and that you have a great company culture, and that is something that is really important to us. It’s really validated the decision to engage an IT partner, and we’re glad it’s with Lumina. So just to say thank you really, and that things are off to a great start.
Have We Fulfilled On Our Service Pledge?
“I felt looked after”
“I had confidence in Lumina”
“I was kept informed”
Kerry: Would you say that we have fulfilled on our service pledge so far?
Bruce: Lumina have definitely delivered on all three of their pledges, yes.