Financial Service Case Studies

Financial Services

The implementation of the Atlantic Timesheet and Project Planning has given the Business Solutions Division visibility both at the enterprise and account management level over client activity and project work while simultaneously streamlining many of the division´s administrative procedures such as client billing, report writing and account reviews.

Challenges

• The central challenge for Business Solutions Division was gaining visibility both at the enterprise and account management level over client activity and project work while simultaneously streamlining many of the division´s administrative procedures such as client billing, report writing and account reviews
• In the drive to improve service delivery throughout the group, Business Solutions Division looked to their client management processes as the best means of providing visibility over divisional activities. Underpinning this driver was the setting of new business performance targets requiring account owners to track and communicate all customer interaction

Solution

Atlantic Global was chosen based upon the success of an existing long-term relationship between Business Solutions Division and Atlantic Global plc. Business Solutions Division had already benefited from substantial cost savings with the prior implementation of the Atlantic Global Timesheet capabilities. The proposed solution was to deploy the Atlantic Global Business Information Tracking module for the centralised management of key client information through a web based portal.

Business Benefits

• An integral part of the proposed solution was the design and build of a digital dashboard interface, which would integrate into the company´s intranet. The dashboard would function like a portal by providing centralised access to key client data and information. For Atlantic Global the step simply involved building a customised interface wrapped around the existing Business Information Tracking engine
• The digital dashboard thus ensured that real-time client information was "pushed" to the portal eliminating the need for lengthy data mining and reconciliation procedures