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Case Study Category: Financial Services
- Orion Registrar, Inc. is a full-service, management system and product certification registrar / certification body
- The Client's existing systems were outdated, held data in silos, suffered from reliability issues and lacked visibility into the process
- Needed a BPM solution that was flexible, scalable, easy to update, and could be supported for years to come
- The client specializes in managing space in malls throughout the United States and needed to automate its lease contract management process
- Previous operations were all manual, very slow and lacked accountability and tracking
- Client chose Apttus Contract Lifecycle Management (CLM) and DocuSign to streamline generation, negotiation, approval, and signature process to integrate Sales, Legal and Executive departments' responsbilities
- A service platform for handling calls from Signature card holders
- Implementation and configuration of the service cloud and integration with internal security and functional components
- Need for an easy and intuitive Content Management System to store and organize sales materials.
- Seamless integration of existing Salesforce.com system with a 3rd party proprietary web application to gather and organize financial advisor information.
- Car insurance provider rapidly growing via acquisitions
- Better insight into existing investment performance
- Operational performance metrics to accurately assess performance of integrated M&As