Financial Services Firm Streamlined Content Management and Workflows
A cross-functional team selected and implemented an Enterprise Content Management solution to enable various stakeholders’ workflow and storage needs
Driver
A growing commercial real estate financing organization had outgrown their document management and workflow tool — a critical enabler of both effective operations and intuitive client experience — and sought a more capable solution to enable long-term success
Outcome
The CRE financing firm was set up for immediate and ongoing success
Selected a tool that met all edge case requirements
Successfully implemented a more robust, higher-performing ECM tool for long-term scalability
Generated time savings for internal users of the ECM system
Conducted thorough knowledge transfer and training to ensure long-term success
Approach
The FlexPoint Consulting team:
Met with key stakeholders across various departments to capture business and technical requirements, and created a comprehensive RFP to engage applicable vendors
Managed and facilitated the vendor selection process, employing a vendor-agnostic approach and aligning on the best tool to fit the needs of the business while creating space to scale effectively
Supported the implementation of the new tool, including developing and executing against a comprehensive program plan and driving change management activities
Supported functional business leaders with key decision points throughout the course of the implementation
Aided in the successful launch of the new tool
Services Highlighted
Vendor / Partner Selection and System Implementation