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Case Study #3
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Client
This client, with operating companies
in over 50 countries, is the broker/dealer and investment
advisor for a worldwide leader in financial protection
and wealth management.
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Client Business Need
The client needed to provide efficient,
secure and immediate access to reports for their sales
team managers and team members who worked in the field.
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The Challenge/Opportunity
Using a legacy visual basic
application that was individually installed on each
laptop, the client found the process of requesting and
sending reports a nightmare. The support and management
of this application was difficult. Attempts to update
each and every personal computer were problematic. To
obtain reports the application required a connection
to the system that was time consuming and slow to deliver.
To query the system for information was a complex process.
It was difficult for employees to receive accurate,
useful information. These barriers created an atmosphere
that drove most of the salespeople to operate without
the critical information they needed to do their jobs.
The system was just too frustrating to use.
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Software Forces Solution
Software Forces:
- Instituted a web-based infrastructure
for real time, on-line, secure access to reports
- Provided smart parameters to
simplify complex look-ups from the field
- Modified existing reports structure
to allow access to the right people at the right
time
- Eliminated the individual application
update and associated support problems with the
introduction of an on-line, web-based infrastructure
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Client Benefits
By partnering with Software Forces
this client was able to provide immediate, accurate
and secure report information to their mobile employees.
This had an immediate, positive effect on the bottom
line. The web-based system allows agents to easily monitor
on-line individual and group statistics with real-time,
accurate information, which has greatly improved their
performance. Immediate report access has allowed the
client to save time and money previously used for generating
reports. After numerous experiences with consultants
“wearing out their welcome”, this client was appreciative
of Software Forces’ ability to quickly understand and
solve business problems.
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Key Technologies Utilized
COM/COM+/MTS, SQL SERVER, TEXT, ACCESS,
EXCEL, SINGLE SIGN-ON, PORTAL, CALL CENTER INTEGRATION
, CRYSTAL REPORTS, SEAGATE INFO, CRYSTAL ENTERPRISE
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