About Us

Company

Pritchard Consulting Limited, (PCL) was founded in 1991 specialising in the development of applications for City based financial institutions.

Now PCL works in close partnership with clients to understand their business and the pressure they face before helping to identify solutions to the business problems.

As a project partner PCLs Consultants help manage the business change lifecycle from design to implementation, driving change success, minimising risk and ensuring return on investment.

In 2004 the PCL team expanded to create PTLGateway, a hosted and managed services company focused on Windows and Citrix Application delivery services to work with companies looking to implement the Pivotal CRM application using a new Microsoft Saas based licensing model.

The Product

The Pivotal Finance System was initially conceived back in 1997.  Following research into the then available options for supporting mortgage broking businesses. It was found that the market was lacking in a creditable sales automation software application for Financial Services in the mid to enterprise arena.

Enter Pivotal eRelationship.  A product in part supported by Microsoft and a Canadian software team who created Pivotal, a highly customisable development platform specifically aimed at the emerging Customer Relationship Management, (CRM) market space.

The PCL team took the out-of-the box eRelationship CRM platform with its underlying structured sales methodology and created what became a fully integrated Lead, Opportunity, Case Administration and Financial reporting application for Mortgage and Protection Sales.

Deployed as a 2 Tier client/server solution on Microsoft SQL Server PivotalFS was one of the first fully 32bit Microsoft Windows client CRM solutions for Financial Services.

The Team

Sue Pritchard

Sue Pritchard Managing Director and Principal Consultant

Sue is has worked as a software developer and business consultant with organisations both large and small having formed Pritchard Consulting in 1991.  She has extensive experience from working with companies across the mortgage industry.  She is the lead developer behind a number of PivotalCRM and Microsoft SharePoint based business solutions.

Sue designed and wrote the PivotalCRM Finance system, (PivotalFS) and continues to provide input and key development support.

Neil Pritchard

Neil has over 30 years experience in the IT industry working in global organisations at a technical, consulting and senior management level. Neil is a strong believer in simplifying and commoditising elements of an IT platform so that businesses can purchase components on demand so enabling their IT to be flexible and more responsive to changing business conditions.

Neil holds a degree in Information System and Masters degree in Business.

Liane Pritchard

Liane is a graduate of the University of Hull and holds both RES Certified Professional and RES Certified Trainer status. Liane has worked in IT for over 10 years with a particular focus on business analysis and development.

Liane heads up the company’s business analysis services helping our clients to focus on their business needs and determining both suitable software solutions and working practices. She is an experienced Pivotal CRM, Crystal Reports and Power BI who provides full lifecycle business analysis to our clients including business change. Liane also manages the company’s own internal business operations and processes.