The Carlyle Group was in need of upgrading ad-hoc business processes from individual silos and largely manual processes into a modern, streamlined and highly automated system. This involved careful segmentation of data accessibility and end-to-end process management, including the coordination of individual processes with several external systems and a complex segmentation of duties in a restrictive regulatory environment.
We coordinated with both the internal team and offshore resources, assumed oversight and management of some aspects of the project, and provided consulting expertise, architected multi-platform solutions and worked directly with business stakeholders in order to enable the various user groups that utilized the system to effectively complete these complex processes in a fraction of the time and with a much greater degree of accuracy and reduced risk.
We have had multiple engagements with The Carlyle Group beginning in early 2012, and we look forward to continuing to be the partner of choice for future Salesforce.com system enhancements.
We teamed with The Carlyle Group in order to assist them in conceiving, customizing and developing a comprehensive and highly automated client on-boarding process in the Salesforce.com environment with a complex data model, multi-layered investment paths and in a highly restrictive regulatory environment.