Sales Improvement Through Data Integration
The Leading Mortgage company in South Eastern Michigan
Design & implementation of data integration and eliminating the manual intervention
Challenge: The Leading Mortgage company in South Eastern Michigan contacted USATInc with an interest in design and implementation of data integration between various systems. The objective of this initiation is to improve the quality of the data entry, thus analyzing the customers financial needs and enlightening them with the available options. Client anticipated a greater amount of sales improvement compared to traditional sales approach to bring new customers on board.
Solution: USATInc the premium Business IT Solutions provider, took the challenge and worked with the client. Identified the bottlenecks in the information flow between the various entities of the organization. Also identified the efforts and hurdles involved in reaching the goal. The team of experts at USATInc analyzed the variables in the initiative and brainstormed with the client in deriving the right approach to meet the given objectives of the initiative. Analyzed and Derived the Cost-effective analysis and presented to the client for better understanding on the initiative. Project execution is started upon the definition of the scope, schedule, budget and Quality measurements. The systematic approach and Project Management methodologies were put in place during the course of meeting the challenge.
Result: USATInc was able to deliver the desired data integration between multiple systems including Loan Processing system, Phone Call Tracking, CRM system and Sales Activity and Approach Tracking. The result while meeting the scope, time and budget constraints were greatly appreciated by the entire user group at the company. The project lasted approximately 1 Year from the kick-off meeting to the completion of project deliverables. The sales team at the client organization who are one of the the end users of the outcome were very happy on how the quality of the data is improved with system implemented. A great improvement and quicker way to conclude on the pool of opportunities. Cause-effective analysis made extremely easy for the decision makers. Key Performance Indexes (KPI's) of the team were derived and made available to all team members via email every morning. Thus improved the spirit and competition between the team members.
Technology: Microsoft SQL Server 2000 and Microsoft Outlook 2003. Visual Basic, ADO, Crystal Reports are technology pool used by the team of experts at USATInc in meeting the goal. Microsoft SQL Server DTS, XML and FaltFile technologies in transforming the data between various systems. Microsoft Office 2003 Automation is used in generating the print versions of various forms. Crystal Reports components used in report generation and PDF generation features