CASE STUDY
Brand Building, Knowledge Management, Workflow, Systems integration

Client
A global provider of financial services to institutional professionals as well as individual clients.

Challenge
The development and support of an internal master reference for entity data presented several barriers to success. Among the challenges, a need to

•  Create a centralized repository for all project related communications

•  Develop a brand to support internal marketing efforts and release schedules

•  Identify an appropriate vehicle to warehouse and distribute sensitive project-related assets on a permissioned-basis

•  Develop an integrated, easy-to-use toolset for internal customer support functions

•  Provide a single searchable/indexable reference

•  Develop customized publishing and editorial workflow utilities

•  Create mechanisms to leverage a vast library of existing PowerPoint slides and ease the creation of new presentations

Solution
Deployment of a branded Web portal application designed to meet the client's internal Customer Relationship Management goals. The portal included sophisticated help desk tools, publishing and workflow technologies, and a customized PowerPoint slide compiler.

Benefits Summary

•  Project transparency and improved communications fostered greater internal client engagement

•  Successful branding contributed to product credibility

•  Internal operations effectively streamlined

•  The ability to report on usage

•  Successful integration with the firm's security module and Single Sign-On mandate

•  Effectively integrated and rebranded several related legacy applications

•  Simplified the creation of new editorial content by providing a template-driven authoring tool

•  Provided an administrative interface to facilitate editorial review and content deployment