case study

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William Blair

PRIORITIZING CLIENT OPPORTUNITIES William Blair is a global investment banking and wealth management firm. The senior management of the Debt Capital Markets (DCM) Investment Banking team was struggling to track their Bankers’ budgets and have an accurate estimate of the true deal pipeline. DCM was looking to do so through the continuation of their use …

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Kids shoes in a circle

Town Shoes

QUALITY CONTROL Town Shoes was experiencing stabilization issues with their ecommerce platform, and problems like payment non-capture, duplication of orders and orders not shipping were seriously impacting sales. They needed to quickly stabilize their system, minimize operational costs and implement new features to support sales growth. SOLUTION Starting with an architecture and implementation review that …

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Hands shaking over a financial deal.

CNO Financial

FOUNDATION FOR FUTURE GROWTH CNO Financial Group has a staff of 5,500 insurance sales agents focused on middle income families. CNO Financial Group was on a highly customized version of Salesforce, which made it difficult and time consuming for agents and their managers to access client information, track deals and run reports. Due to the …

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