The client was acquiring a large investment banking company and sought to create a unified CRM application across its lines of business, allowing access to a single system for sales, performance and risk assessment.
Sales associates and product partners across the business were accessing multiple applications for sales, performance, and risk needs.
These disparate systems resulted in the following challenges:
- Inefficient business processes and information sharing, causing a lack of coordination between client-facing sales and risk activities.
- Technology solutions replicated across multiple applications resulted in unnecessary technology costs and complexity.
When two lines of business were scheduled to on-board in the same calendar year, the client contacted Signature to help craft a solution to address their imminent resource-contention issues, especially within their team of business analysts. The client required a solution to help kick off the second on-boarding effort and assist with defining the business requirements and functional specifications for six project work streams.