Professional Coaching Organisation - Case Study

In this case study, a sales and HR coaching specialist delivers detailed, visually rich training programs and policies without compromising security using a Lockbox customer portal.

Key Business Advisors

According to Key Business Advisors, in order to develop, grow and profit, companies must establish sales and HR processes and educate their employees. The professional coaching organisation provides customised sales and HR training programs for over 200 clients Australia wide in Business to Business, Retail & Customer Service training for I.T., Office Technology, Telecommunications and Trade Base Industries. Major suppliers, associations and franchises have engaged their services.

Challenges

The process of designing bespoke programs and putting together training courses, manuals, HR documents and associated software programs requires a constant exchange of information between Key Business Advisor consultants, designers and their clients. First drafts require feedback followed by subsequent discussions and amendments to the sales and HR materials. All the while, information security is a high a priority.

As Colin Wilson, director of Key Business Advisors notes,

“Our clients are located everywhere from Kalgoorlie to Cairns to Hobart. The documents are large files; mostly between 70 and 140 full colour pages. Each file is larger than 100Mb. Not only do their highly confidential contents make emailing them not ideal from a security standpoint, if we tried, it’s likely the sheer size of these files would cause our servers to crash or at least bottleneck.”

Solution

Key Business Advisors uses Lockbox ebox to send and receive files securely over the internet. Lockbox automatically compresses and encrypts all files before transit to assure the greatest level of protection. Embedded into the Key Business Advisors’ website, Lockbox acts as the company’s very own information exchange portal that makes it easy to exchange information of any size over the internet. As Key Business Advisors charges for the materials it provides, Lockbox costs are built in to client fees and recuperated.

Lockbox Benefits

Colin Wilson was most pleased with how much Lockbox makes working with clients easier.

“Lockbox makes it much safer, efficient, and more reliable to facilitate the installation of large documents and extensive training programs on client systems. Instead of saving all programs and documents on to a USB stick and installing it onsite at our clients’ premises, we do it remotely and online because it is easier for us and more convenient easy and cost effective for the client. All of our clients that work closely with us think Lockbox is absolutely brilliant too as they can be assured that sensitive information about their employees and practices are being delivered to trusted parties and no one else.”

On one occasion, the real time transfer and notification features of Lockbox allowed Colin Wilson to efficiently discuss the concerns of a client over an exceptionally large file.

“Lockbox made it possible for her to receive the document instantly, I was notified the moment she downloaded the file because we receive e-mail alerts on our customers who go into their Lockbox. I was then able to respond immediately and work through the issue then and there. Normally, something that could have taken two hours took only 10 minutes."

Future plans for Key Business Advisors include a pay per use sales training video subscription via Lockbox to protect its IP.

“We don’t want unauthorised downloading and viewing of the videos and setting up a server powerful enough for us to host this ourselves would be troublesome. We mentioned our idea to Lockbox and they immediately began the development of video hosting capabilities for their service. The Lockbox team continues to impress us as they listen to their customers and keep raising the bar. Big tick!”