Financial Services Web AppIMPACT STORY
Outdated IT applications, recent acquisitions, differing processes, inconsistencies in data, and an undifferentiated product. These were the IT and business challenges in a story of re-engineered processes and rapid agile web application development of a market-leading product that saved time and virtually eliminated all errors.
- Business recently acquired 3 entities with 3 different processes and applications for a single product offering
- Data migration onto destination IT platform proved challenging and highlighted data discrepancies that could negatively impact clients
- A new application and standardized process was required in a tight timeframe to ensure a flawless output next season
- Innovated industry-leading web application with sophisticated audit controls, resulting in 99% reduction in error rate while generating 1,000+ hours of time savings and delivering first-to-market client features.
The following proficiencies were used in this project:
Layer technology over processes to rapidly develop sustained service level improvements via cutting-edge tools such as robotic automation, optical character recognition, work flow, customer relationship management, etc.
Accelerate development of bespoke applications and web experiences to enhance employee efficiency and/or supplier and customer value.
Dissect client needs, assess market opportunities, design targeted products/services, create client loyalty initiatives, build portfolio analyses tools, and craft compelling value propositions.
Craft logos, websites, marketing materials and apps with a deliberate focus on strategic planning and skillful execution to attract, retain, and provoke a response from the audience.
improvement in accuracy
hours of time saved annually
built-in automated audit controls
What Was Done
Broad Process Review
Work-Out sessions held with business and IT experts to assess 3 different processes and design single future-state process.
Innovative Analytics Strategy
Deep-dive sessions conducted to “treat data as a criminal” (identify ways to catch errors trying to slip through), leading to 16 built-in automated validations prior to customer output.
Process and design experts created bespoke application based on “day in the life of” studies of staff and client workflows.
Broad + Agile App Development
Digital experts engaged to build agile project plan and execute in weekly sprints with constant involvement from commercial, operational, client service, and IT front-line users to ensure correct and timely decisions.
Industry-leading web application delivered new features and standardized all processes, workflows, and reporting resulting in 99% error reduction, 1,000+ hours saved annually, and rapid staff adoption. Features included: automated emails, system audits, single click reporting, health dashboards, etc.