Archives: Case Studies

Case Study
Jan 16, 2025

Discovery Workshop Empowers Transportation & Logistics Organization to Modernize Mission Critical Application

Our client, a nationwide transportation and logistics provider, had a legacy credit processing application that was not scalable and had error-prone, time-consuming inefficiencies that were adversely affecting employees and customers. They wanted a better understanding of how to move towards modernization with the least amount of risk involved. Learn how we helped.

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Case Study
Jan 16, 2025

Modernized Application Provides Faster Time to Revenue for Nationwide Transportation & Logistics Company

A nationwide transportation & logistics client was struggling with a legacy application that was plagued by error-prone and time-consuming inefficiencies. This application was essential for winning new business, so its inefficiencies meant that our client wasn’t able to realize revenue as quickly. Learn how we created a modern, user-friendly product to help them achieve faster time to revenue. 

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Case Study
Jan 15, 2025

Centralized Reconciliation System Transforms Payments Company’s Treasury Operations

Our client, a rapidly growing unicorn payments company, faced challenges managing payments across a complex and expanding ecosystem. With operations spanning multiple platforms and payment methods, the decentralized nature of their payments data hindered their ability to achieve accurate reconciliation and meet stringent audit requirements. Learn how we created a centralized solution to streamline data management, ensure compliance, and maintain trust with stakeholders.

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Case Study
Jan 14, 2025

Optimizing Compliance: A Broker-Dealer’s Path to Cost-Effective CAT Reporting

A leading broker-dealer faced a regulatory mandate to comply with SEC Rule 613, also known as the Consolidated Audit Trail (CAT), for their cash equities sales & trading operations. Learn how we helped them determine the most effective approach to meet these new regulatory requirements.

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Case Study
Jan 13, 2025

Centralized Insights, Accelerated Outcomes: Enhancing Transportation Engineering Analytics

A leading global retailer’s transportation engineering team had a large amount of siloed data spread across multiple systems, leading to inefficient, manual workflows. Without automated quality checks, they struggled with errors and inconsistencies in their reports, which slowed decision-making and hindered progress. Learn how we created robust reporting dashboards to enable better decision-making and uncover deeper insights across the entire transportation engineering organization.

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Case Study
Dec 27, 2024

Breaking Down Data Silos for EPOCH Senior Living

EPOCH Senior Living operates 16 senior living communities across New England and Westchester, NY. As the company grew, they realized their tech stack was slowing them down and not providing the data they needed to make timely business decisions. Learn how we created a single source of truth for their data to help them increase occupancy rates and reduce operational costs.

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Case Study
Dec 11, 2024

Revolutionizing Cancer Research with Powerful Data Visualization

A world-renowned research hospital with one of the largest laboratory testing facilities in the country needed to redesign their genetic research dashboard to support oncologists and hematologists in identifying key factors correlating to certain cancer types. Learn how we helped them work towards their goal of reducing the number of tests and panels needed to identify a timely and effective treatment plan for each patient. 

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Case Study
Dec 10, 2024

Unified Data Warehouse Drives Transformational Growth for Upscale Retailer

An upscale regional pet retailer had fragmented data sources across a number of systems, which was causing misinformation to be reported throughout the company. They needed a partner to consolidate and transform their data for a single source of truth to generate actionable insights.

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Case Study
Dec 6, 2024

Debt Syndication Platform Provides Powerful Analytics for Capital Markets Division

A major American bank struggled with tracking their debt syndication pipeline in the investment grade, high yield and municipal bond markets. Their existing approach caused operational auditing issues across a number of teams. Learn how we streamlined deal collaboration and provided enhanced analytics.

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Case Study
Nov 26, 2024

Digital Transformation Catapults Global Retailer to $4 Billion Projected Revenue Boost

A leading international retailer with a multi-billion-dollar product roadmap faced significant challenges in their product development cycle. This led to a number of problems including the inability to ensure optimal ROI. Our client needed a partner to restructure their process and provide deeper insights into their product development cycle.

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Case Study
Nov 12, 2024

Ensuring 100% Data Accuracy for a Global Tech Company

Our client, a global technology company, needed to launch an internal revenue reporting system for ingesting and tracking federal revenue data. The project required coordination across a large number of teams, ERP systems and virtual desktops, with significant manual work needed to fix data issues. Learn how we helped.

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Case Study
Nov 11, 2024

Faster AI-Powered Mortgage Origination Process for Major Bank

A large bank’s mortgage origination department struggled with a time-consuming, labor-intensive application process. Reviewing and analyzing submitted documents took too long, leading to longer processing times and limiting how many applications Document Specialists could handle. The bank sought to automate the process to improve efficiency for both employees and customers. Learn how we helped.

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