With widespread popularity of mobile personal financial services apps, OneMain Financial had implemented its app, “OneMain” for personal and auto loans. After a period of deployment, OneMain noticed that the mobile app soon became a primary source, and preferred device type of customers looking to quickly and conveniently apply for loans without ever setting foot into a bank.
FinTech companies are constantly monitored and under pressure to meet compliance standards, to operate globally in multiple currencies as they scale and grow — all while having clear visibility of your financial data. Many of our customers leverage on-premise, home-grown solutions, or use software such as QuickBooks or Excel. However, investing in the right technology is crucial for success. There will always be constant demand to meet regulatory compliance and have the technology adapt in order to scale for growth.
Distributors have to think about scaling up, strategically expanding their product offering, and increasing their sales, while retaining their customer base to an ever-evolving client-driven market. Along the way, they are faced with the same challenges that many other distributors face: lack of inventory traceability and visibility. With the right inventory management solution in place, distributors can adapt quickly to these challenges regardless of market conditions and swift changes to the business model.
As mentioned earlier, because law firms accept retainers, this, at times, can pose risks and perplexed manual interventions in current accounting systems. At times, revenue is recognized at a future date, long after you have accepted a retainer. Because these transactions are paid in advance and may be related to future expenses that will occur when legal services are delivered, reconciling everything can be a nightmare.
Many Professional Services firms are running on outdated technology, not to add, the lack of integration between on-premise ERP and PSA solutions that comes along with this outdated technology. Resources spend time on workarounds, too many manual inputs and paper-based processes. With such high company growth, Professional services companies search for an ERP system with automated processes, one that can accommodate their need for increase of projects and transactions, but also, a system that supports their current needs and built for scalability.
To reach the pharmaceuticals market, the company organizes and promotes medical conferences. They utilize data gathered from this conference (attendees, registrations, activity, etc.) for targeted advertising. To collect data at conferences, MKG utilizes an iPad for attendee check-in, and an iOS app to track attendee movement. Data from both devices migrate to MKG’s internal, custom-built web-based event management system, used to manage and organize all data collected from medical conferences. The web-based system, housing information such as scheduling, billing, registration, sponsors, calendars, third-party vendors, PDF documents for registration and contracts, was also customizable for each conference, complete with a custom registration landing page.
As an early-stage startup, Experify’s resources were limited. With an alpha version of its service up and running, the company needed additional resources to complete the next version, incorporating additional functionality and scalability.
As technologies and consumer needs changed, the healthcare technology company needed to apply new features and an improved user experience to its platform. However, since the platform had overgrown its initial implementation — built on a conventional Ruby on Rails app, this proved implausible. To find a solution, the company sought consultancy from Sphere Software.
Given the nature of the transaction (Carve-Out), the seller(parent company) retained all of its business infrastructure including all of the core business applications such as ERP, CRM, PSA, Web, HR, Ecommerce, data warehouse, analytics and intranet. The seller company agreed to provide 6-months of support for the new entity to completely transition and rollout its own set of applications.
A Sphere Software partner was hired by one of the largest commercial roofing companies in the United States. This particular roofing client has thousands of customers across the country, and up until this point, they were relying on old and inefficient methods of quoting, billing, organizing and overall management of client accounts. At the same time, the client’s employees were using archaic methods of one of the most important aspects of the quoting and estimation process—measurement.