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Check out our latest migration projects and the value we were able to provide. Read through multiple projects across different industries with a synopsis of the approach and execution.

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Secure Content Management

A quarterly process to determine if different technologies comply with security standards. The technology owner receives a questionnaire that confirms that they comply with the appropriate means or explain they aren't. The data is collected and stored with the security team.

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Digital Platform Integration Management

Special Process Automation is used to view the information of our distribution partners. If the data appears incorrect, then a request can be submitted to re-pull the source system's data.

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Electronic Control Integration Financials

Used to search customer information. Once the customer record has been retrieved, it can be modified to add or Process Documentation Administration to data.

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Priority Tax Management

Used to track the completion of Priority Tax Management filings required by different regulatory agencies. The tasks are created then claimed by a user to complete the planning and preparation tasks.

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Process Documentation Administration

Used to track the completion of payroll and benefit filings required by IRS, Dept of Labor, and PBGC. The tasks are created then claimed by a user to complete the planning and preparation tasks.

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Record Information Management

A yearly process to review stored documentation eligible to be destroyed. The system determines the documentation is suitable for destruction and contacts the owner to provide status. The owner decides whether the documents can be eliminated.

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Digital Platform Integration Management

A process designed to maintain a 360 view of the distribution partners' information that can be leveraged to service and support our distribution partners. Developed to bring together the details from multiple producer information systems into groups.

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Electronic Survey Administration

Used to track tasks for tracking funds unclaimed and ready to be transferred over the state as part of the Electronic Survey Administration process. The request can be ad-hoc or part of the annual process. The tasks are created then claimed by a user to complete the planning and preparations tasks.

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Sight and Secure

Used to track the completion of statistical and supplemental filings required by different regulatory agencies. Tasks are created then claimed by a user to complete the planning and preparation tasks.

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Employee Tax Process Management

Used to track the completion of Employee Tax Process Management filings required by different regulatory agencies. The tasks are created then claimed by a user to complete the planning and preparation tasks.

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