The pace of change in the financial services industry requires innovative solutions that meet precise standards and comply with regulatory requirements. InfoWorks has professionals with experience in financial business operations and strategy, plus a track record of designing sophisticated technical solutions to meet complex requirements. We have designed and built investment risk and information management systems, client portals, analytics platforms, data protection enforcement processes, and other solutions to generate more revenue and limit risk.
Big 4 accounting firmSituation:Our client needed a solution that allowed consuming applications a way to interact with a variety of document storage systems.Impact:InfoWorks' Technology Solutions team provided business and technical consulting services to implement a shared UI and provider-based service layer that allows consuming applications to interact with multiple document storage systems. The initial effort is focused on implementing a solution that will enable access to both the US and Canada systems, but other systems are anticipated in future phases.Solution:Application Development
Professional services organizationSituation:The client approached us with a legacy application that was written in such a way that made it difficult to debug and/or enhance without significant effort, if it was achievable at all. On top of this, the concept and cumulative project health data from thousands of projects made understanding and implementing the complex financial metrics challenging. Two previous teams had failed in their attempts at harnessing those metrics.Impact:InfoWorks was able to analyze and break down the complex components to workable sizes. This approach resulted in a highly valuable architecture that is easily understood and enhanced, which is a capability our client previously did not possess. Business stakeholders were amazed they could aggregate data across entire clients, which gave them new insights into their customers and client project health across the board.Solution:Portal and Platform Optimization
Nationally recognized universitySituation:Our client needed a platform developed to actively monitor and manage the risk exposure and returns of their endowment portfolio. InfoWorks worked to design and develop a system that provides quantitative risk oversight by computing risk exposures across a wide-ranging investment portfolio. The aim of this centralized approach to portfolio risk management was to help investment managers identify asset allocation exposures which are outside the policy allocation bounds, or unwanted risk exposures from individual investments and/or asset classes and hedge them with an in-house overlay strategy.Impact:The solution InfoWorks provided for our client includes extensive analytics and dashboard functionality built using a variety of Microsoft technologies. The system supports large data volumes and reporting needs, allowing the client to manage a multi-billion dollar endowment.Solution:Data Visualization and Dashboards, Application Development
Global tax, audit and assurance, and consulting companySituation:Our client needed a way to streamline and automate the process of creating, maintaining, and sending annual proposals to individual and corporate clients for providing tax preparation services. They also wanted to take advantage of e-signature technology to replace an antiquated snail mail and pen-and-paper process that could be disorganized and time-consuming for everyone involved.Impact:InfoWorks' Technology Solutions team built a custom application for our client's employees that enables them to create and send proposals to clients electronically. The team integrated with two third party applications, Exari and DocuSign, to electronically manage document templates and signatures, respectively. This solution has significantly reduced the overhead needed to create and review each proposal before it is sent out as well as the amount of time it takes to receive signed documents back from clients.Solution:Application Development
NYSE publicly traded healthcare Real Estate Investment Trust (REIT)Situation:Our client needed assistance developing a custom application that would track all financial records for 200+ commercial properties and provide forecasting functionality and analytics. The solution also required integration with SharePoint.Impact:InfoWorks provided a team of technical developers and SharePoint professionals who were embedded with the client's in-house team to build a new portal and master database. Simultaneously, InfoWorks helped address deficient functionality within complex Excel spreadsheets that were supporting key financial operations until the company could migrate to the new system.Solution:Role-Based Work
FEATURED consultants
Ryan Jackson has over 10 years of experience in application development, business requirements, and project management that he leverages to lead the Technology Solutions team. His project experience spans several industries including financial services, healthcare, higher education, technology, and manufacturing.
Mitchell Blue has over 15 years of experience as a technical consultant and his strengths include Java, Oracle, C#, ASP.NET MVC, SQL Server, and web development. He has worked in a variety of industries including financial services, healthcare, higher education, and manufacturing.
Chris Mahaffey has over 15 years of experience in business intelligence, application development, internet development, and data warehousing technologies, with expertise including multi-dimensional databases, ETL, data warehousing, Microsoft business intelligence tools, and web-based technologies.