Info

MediaServ creates a custom CRM application for aggregate views of customer data and worldwide team collaboration. The client is a global firm with more than 120 offices in over 35 countries. The company provides consultation on risk management, investment services and actuarial consulting. The client required a strategic investment in a solutions architecture that would enable global team collaboration and easy retrieval of information across disparate business units. The client's overarching business objectives focused on increased sales productivity and improved service for the firm's worldwide customer and prospect base. Fulfillment of several business-critical requirements was essential to implementation. The solution had to:Provide an aggregate view of worldwide project/customer information through a customizable portal Foster worldwide collaboration across teams and departments within the company Streamline and standardize ways of accessing data over a single entry-point Offer itself for rapid development and deployment with minimal impact on resource mobilizationMediaServ leveraged the firm's investment in the corporate messaging architecture and demonstrated its ability to cooperate with existing applications. Within a few months, MediaServ developed and delivered a digital dashboard that combines web technologies to create a single entry-point for viewing aggregate customer data from the firm's worldwide operations. This custom portal facilitates rapid and informed decision-making during all stages of the customer relationship management process. More specifically, the solution:Creates a unified view of customer-centric information over a personalized web portal Aggregates data about clients from multiple internal systems and external business-to-business web sites Provides an interface for real-time information retrieval and collaboration across teams and geographies Employs permissions-based technology that ensures the integrity and security of data Commands virtually zero deployment and does not require mobilization of resourcesThe solution has become the main workflow and knowledge management application for over 12,000 executives and employees of the company. It presents a significant enhancement of the firm's collaborative processes at the worldwide level, empowering consultants with the latest updates and information on clients and prospects from a variety of tangential sources. The solution provides the firm with a decisive competitive edge as it facilitates real-time evaluation of business opportunities, informed pursuit of client relationships and ultimately more business. The architecture framework is available for further integration and is currently being extended to include supplementary project management applications.