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.
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.
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.
Software Forces Solution
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
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.
Key Technologies Utilized
COM/COM+/MTS, SQL SERVER, TEXT, ACCESS, EXCEL, SINGLE SIGN-ON, PORTAL, CALL CENTER INTEGRATION, CRYSTAL REPORTS, SEAGATE INFO, CRYSTAL ENTERPRISE