An Investment Advisory Company Configures their own e5 Solutions

Client completes e5 Configuration Training and adds new areas
of business to their e5 solution.

1. Business Situation

e5′s parent company, Dataract, implemented a turnkey case management solution within one area of business at an investment advisory company. Shortly thereafter, this organization saw opportunities for enhancing and using e5 in other areas.


  • 2. Solution

    Documents were scanned and classified and a simple system of checkboxes implemented to ensure workflow management rules were followed. The benefits of e5 were felt immediately. As the solution becomes better understood, additional workflow candidates will be identified and introduced.

    e5 was introduced to the stockbroking business area. The step-by-step approach to introducing e5 was used.

  • 2. Solution

    Documents were scanned and classified and a simple system of checkboxes implemented to ensure workflow management rules were followed. The benefits of e5 were felt immediately. As the solution becomes better understood, additional workflow candidates will be identified and introduced.

    e5 was introduced to the stockbroking business area. The step-by-step approach to introducing e5 was used.


This customer developed and implemented this and other solutions in-house by selecting parameters within e5 and tailor the solution to fit other specific business processes.

Dataract offers training courses on e5 configuration for e5 administrators. The courses are modular and a client can select the e5 areas which are relevant to their business to structure a suitable course.

This client’s administrator completed relevant e5 training modules and was able to enhance the existing stockbroking business area and introduce e5 to several other business areas.

e5 end user customers can make these changes themselves provided they follow Dataract’s rigorous process to first introduce changes via a separate User Acceptance Testing (UAT) system prior to updating the production system.

 

3. Benefits

Once e5 is implemented in one business area, many clients intuitively see opportunities to use e5 in additional areas of their business.

e5 Configuration Training gives clients the ability to enhance and expand their e5 system themselves, without having to call upon Dataract. This reduces implementation costs allowing e5 customers to realize an optimum ROI.

 

Products and Services Used

  • e5 Workflow
  • Microsoft SharePoint
  • e5 Configuration Training