Case Study: Financial Services Company/Sales Force Automation

Client profile:

• To support marketing and distribution to Financial Institutions, Brokerage Firms, Independent Brokers and Financial Planners, this organization maintains a distributed infrastructure to support their Sales Force Automation needs. Based on Lotus Domino, the SFA system coordinated the synchronization of data changes, disseminates detailed product penetration information, and targets users for marketing campaigns. As our client’s business grew, they embraced a portal implementation strategy.

The need:

• Review their infrastructure and data synchronization processes

iSynergetics solution

In our review, we recommended a strategy to migrate away from full data replication push technology and develop a system which pulls data on an as-needed basis Our recommended strategy would cache data for short periods and allow updates to be queued on the local client to the host repository. Our recommendation expects to reduce overhead activities involved in the maintenance of data dissemination systems and provide a faster to market solution for the client to introduce new products to market. Solution offerings used Lotus Expeditor on mobile and desktop clients, IBM Websphere Portal, IBM Websphere Application Server, IBM DB2 UDB v9, IBM DB2/400, Rational Software Architect, Lotus Notes 8