Portfolio of work
See how we've helped provide value to companies both big and small.
Compliance data management suite
Our client was coordinating a manual, pdf-based submission and approval process which was labor intensive, error prone, and difficult to audit.
Our client offers compliance services for investment products. The Director of Compliance was coordinating a manual, email and paper based submission and approval process which was labor intensive, error prone, and difficult to audit. As a result, our client was exploring hiring a full time staff member to coordinate operations.
We built a web app to transform this into an automated process which streamlines reporting and approval on events required by regulators. In addition, we built an administrative view that enables monitor and control of required approvals through a compliance dashboard.
Time and cost savings
This app gave our client a significant cost savings as it did not have to hire additional staff to manually manage the compliance process, which has saved them as much as $100k per year.
Before this solution, our client was at the limits in terms of clients it could service. With this solution, it can continue to grow its business.
Improved security, privacy, and traceability
Automated and structured data capture enables centralized data storage and straightforward data deletion, in addition to enabling traceability for third party auditors.
User experience differentiation
Clients enjoy a streamlined experience to submit and manage compliance reporting, which has differentiated our client in the commoditized industry of financial compliance services.
Manufacturing simulation app
A manufacturing technology company was developing a desktop app to perform manufacturing simulations. Lacking software development expertise, it struggled to produce a user-facing product.
Adapting to our client’s target technology and niche use case, our team quickly ramped up and produced a working prototype within weeks. We supplement their team with as-needed software development as a service so that our client can focus on its core competencies. Partnering with them in this way has allowed us to produce several working demos for our client’s customers and supercharge its application development.
Within a few months, our team transitioned from merely front-end implementation to becoming an integral part of the team, producing the “engine” of the simulation software.
Deployment and release management
We employ a fully automated deployment pipeline, including: automated testing, documentation and application build. This allows for a more reliable and consistent bi-weekly release cycle.
We spent the time to fully emerse ourselves in the nuances of our clients' industry allowing us to become a true software partner that can quickly understand their language and design/deploy solutions to efficiently test ideas and meet their goals.
Education and training
As we've built this app, we've also trained up our client's team so they can manage pieces of the software on their own.
Healthcare clinical trial POC
The research arm of a Fortune 50 retail company was considering entering the market of enrolling clinical trial participants with a recruitment web app that fit into its existing web presence, requiring significant buy-in from several arms of the company, including analytics and machine learning, brand and marketing, healthcare, and IT.
We worked closely within our client's research incubator in addition to cross-functional teams to design an AI-enabled product with the potential to enhance clinical enrollment trial opportunities in rural and underserved communities. This included working mock-ups of both the customer facing and the company administrative portal to find clinical trial participants.
Written in our client's language
Written completely within the client's current style guide designed to fit in to web assets they had already deployed.
The working prototype facilitated cross-functional alignment across data science, product, strategy, data engineering, and data stewardship.
End to end solution
Our solution incorporated gathering requirements, generating buy-in, and designing the technical solution.
Data quality platform
A data analytics team experienced frequent delays, failures and data quality issues from source systems. This impacted their ability to serve product recommendations to customers and provide accurate reporting to business stakeholders.
A custom application that enables data consumers to register for alerts via email or embed data quality information directly within applications and dashboards leveraging APIs. The key components of the application were:
Identified data quality events, delays and failures as well as which downstream data products were affected.
Dependency registration interface
Enabled data producers to add dependencies to the graph by registering pipeline code with the application.
Data resolution tooling
Ensured everyone was notified once a data quality event was resolved.
Instead of having to manually figure out everyone who was impacted from a data quality event, this application told data producers what data was affected and provided a mechanism to automatically alert all downstream users and systems.
Automatic anomaly detection ensured data was proactively checked for completeness and accuracy. This application provided data consumers up to date data quality information, providing transparency and more confidence in the data they rely on to do their jobs.
Campaign deployment plugin
A complicated marketing campaign deployment process required significant manual effort to support.
We built, deployed and maintained a fully customizable automated campaign deployment tool and pipeline.
Send campaign lists to all marketing platforms directly from existing campaign calendaring tools.
Custom configuration interface
Custom configuration interface and language provided campaign operators with the flexibility and extensibility needed to meet complicated campaign configurations without leaving their calendaring tool.
Fully automated data export, reporting and analytics out of the box.
Unlock key business questions
For this specific process, automation reduced the support effort from 4 to 0.25 full time contractors. The system enables collecting and storing data in a way that unlocks new analysis and capabilities.
Unlock automated reporting
With the reliability and consistency of the automated solution, our client was able to set up additional automated reports, saving time and providing better visibility into campaign engagement metrics.
Inventory planning app
A supply chain planning team struggled to forecast demand and match it to supply throughout its product development lifecycle.
We designed, implemented, and released a web and mobile app for the supply chain organization. Our development process for this app included:
Worked with supply chain executives and planners to prioritize a core set of metrics to monitor supply chain health.
Created prototypes based on business requirements and user personas. We tested the mock-ups with users to ensure alignment before implementation.
Pulled metrics from various data environments and built a React app to deliver interactive visualizations available on the web and mobile.
Our app provided executives with an early warning system to identify mismatches between demand and supply. Automatic alerts proactively notified an planners to supply chain exceptions and allowed her to diagnose the root cause of the issue, improving planning and forecast accuracy.
The app consolidated metrics from multiple reporting environments, providing a one stop for users. Availability on mobile and tablets provided portable, ready answers to supply chain questions.
Streamline reporting suite
An analytics team produced and maintained hundreds of automated dashboards and ad hoc data products for marketing and finance. With so many legacy dashboards and reports, the team stuggled to maintain the reporting suite.
We evaluated all of the data products in its reporting suite streamlining, merging and decomissioning to produce a slimmed down and restructured version that still satisfied all business requirements. The project had the following 3 phases.
Gather information from users of the reporting suite, including: its usage patterns, goals and features that would make our client's jobs easier.
Initial State Assessment
Documented initial state and identified gaps with business priorities and usage patterns.
Designed a solution with the business that met all needs, eliminated waste and redundancy and focused on high impact enhancements.
24/7 customer support
We transitioned approximately half of analytics questions to an offshore service desk, enabling 24/7 customer support. We freed the team from answering support questions, enabling focus on strategic business goals.
In addition to providing a better customer experience, our design simplified the team’s analytics portfolio by over 30%.
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