Case Study- How an Investment Company Increased Productivity and Performance by Modifying an Existing ApplicationDecember 17, 2020
About the Client
Our client is an Investment Company with over 20 years of experience in the field of Finance and Investment.
Services provided by 800 TECH
Our strategy is building long-term business partnerships, understanding the business strategy and delivering technology that enables seamless growth. We utilize strategic and operational ICT tools and solutions, to assist in delivering these objectives.
- All of the client’s data was siloed within different applications. They used many different applications to carry out the functions in the organization. For example, they used Excel spreadsheets, Microsoft Word and other applications to store client data and other relevant information. This meant that it was extremely difficult to access information across different departments.
- One of the major issues the client experienced was the inability to generate KPIs for the organization. Due to the absence of a centralized data storage, it was also difficult to deliver services to customers in a timely manner because data simply was not readily available to make decisions.
- Additionally, field agents were unable to access important data while serving customers outside of the office because the information was stored in-house. This meant that a lot of phone calls were made which slowed the sales and customer service processes.
After completing an ICT audit where we did a thorough assessment of the client’s applications, defined all operational processes and zeroed in on one specific application during our assessment that could deliver the client’s needs. Based on our findings, we executed a deep dive into that application to assess its capabilities based on the client’s future state goals of increasing efficiency and productivity throughout the organization. Our deep dive into the application determined that it could be modified to meet and deliver the client’s objectives.
We created a future state roadmap that included modifications and supporting tools including the addition of a mobile platform that integrated with what will become the core business application. The future state roadmap was shared with the client followed by another round of consultation to ensure everyone was on board and satisfied with the outcome. The next step is the development, modification and alignment of this application as the core business tool. During this phase, we will conduct several gate reviews and proof of concept before we go live.
At 800 TECH we always strive to assess all the programs that the client uses to determine what would be the best solution for the issues the client presents.
We can modify an application that the client already has, propose the purchase of a new application, or build one that meets the client’s needs. Every client is different, so we strive to provide each client with the solutions that will best serve their organization.
After this client’s modified application was implemented, there was an increase in field agents and in-house staff performance. More specifically, the rate of service delivery increased since all data resided in a centralized repository and all staff utilized one application platform to eliminate data redundancy and data inaccuracy.
Another significant outcome was that managers could access real-time data to determine the performance of staff and to generate real-time reports to monitor throughput via this application. The organization’s strategic goals were realized because all the data was collated into one application that could be accessed by all members of the organization in a timely manner.
Many times organisations are not aware of the power and versatility of their already existing applications.
Contact us to conduct an audit of your applications to recommend a viable solution for your organization.
In an era dominated by technology, cybersecurity isn't just a buzzword; it's a critical necessity. The modern business landscape demands a proactive approach to protecting your data and infrastructure from an ever-evolving threat landscape. 🚀 Why You Need to Take...
A valued client recently approached us with a unique challenge: the need to boost employee productivity while ensuring accurate time and billing management. They'd explored various off-the-shelf solutions but couldn't find one that perfectly aligned with their...
While Excel remains a valuable tool for basic data organization, it may not always be the optimal choice for storing and collating large, complex datasets. Structured databases offer scalability, data integrity, security, efficient analysis, collaboration, and long-term maintenance capabilities that can enhance productivity and enable data-driven decision-making.
At 800 TECH, we believe in empowering businesses to unlock their full potential and bridge the gap to a more streamlined and successful future. By joining forces with us, you can experience a range of positive transformations that will propel your business towards new...
Once upon a time, in the vibrant financial and export sector of Trinidad and Tobago, an organization had been making its mark for over three decades. As a pioneer in the industry, they faced the challenge of outdated technology that hindered their operations. It was...
In today's rapidly evolving digital landscape, the divide between technology and businesses has become a significant challenge, particularly in the financial sector. Many businesses are hesitant to embrace technology due to their fear of the unknown. While financial...
As business owners, we often become consumed by the day-to-day operations of our companies. Inadvertently neglecting the technology that drives our businesses forward. However, it is crucial to recognize the significance of managing deployed technology, safeguarding...
“Petty cash is simply any physical cash your business keeps on hand to pay for small, unplanned expenses.” A simple way to automate your petty cash is by using our E-Flow solution. E-Flow helps to automate this process and ensures every purchase is tagged...
Let's look at how you can safeguard all of the data you have collected because this is the pulse and lifeblood of your organization. There are three pillars that we utilize in the deployment of our Data Protection Service. They are: Prevention Mitigation...
Netoloji is our strategic partner and the developer for the E-Flow Business Process Management (BPM) solution. Harun Arman, who oversees International Sales at Netoloji Software Company shares some insights on what E-Flow is and how E-Flow can assist your business in...