The challenge
A brokerage and financial advisory firm with operations split across spreadsheets and manual processes. Data was copied from one place to another, controls depended on nobody forgetting, and the numbers did not match across systems. Each process lived in a different spreadsheet and in the head of whoever ran it. It worked on the back of effort, and with every rise in volume the risk of error grew.
The project built
We built a system of their own that brings the information together in one place. It automates the steps that used to eat hours, with automatic checks and the controls the business needs. Every morning the manager opens the previous day's reading, with the activity already gathered and the alerts that call for attention.
The result
More than a full working day a week, returned to the team. You can see where every figure comes from. Less risk of error and operations that take on more volume without more effort: the processes that depended on the team's memory are now held in a system that orders and checks them.
From engagement to product
The system that ordered these operations later grew into PIP, our performance platform for sales networks. It collects the activity of every person on the team and orders it into a single view. Every morning the manager gets the reading that used to be rebuilt by hand. It goes live on that same engine, already proven.
See the PIP product pageIf your company has a similar problem, one call is enough to find out.
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