Financial Software Development Company

Challenge

Omni Solution

• Prepared a project plan and schedule for the assessment. The assessment was based on ITIL, COBIT and other industry best practices.
• Conducted the assessment through extensive interviews, evaluation of available documentation and review of source code.
• Performed a review of call center operations and service level metrics.
• Analyzed available documentation to determine future technology gaps for the company.
• Prepared an assessment document and roadmap for the company.

Results

• Provided the Company with an assessment document detailing the organizational, process, and technology impacts of the changing business direction.
• Developed a resource model that provided management with resource requirements for the established project phases.
• Presented to management proposed changes to the web-based technical architecture with estimated time frames for enhancements.
• Provided process improvement recommendations to management to reduce costs and improve efficiency.