Access Client Data Under One Roof and Collaborate Seamlessly Access Client Data Under One Roof and Collaborate Seamlessly

Access Client Data Under One Roof and Collaborate Seamlessly

Our client, one of the world’s largest Professional Services firms and one of the world’s Big Four accounting firms wanted a common platform for easy management of client’s data and seamless collaboration between their teams and their customers.

We created a client information and document management system using portfolio management tools which serve as a platform for client portfolio management and also act as a repository. We developed a solution to enable collaboration and operational excellence. Hexaware ensured correct planning and execution, right from implementing the best practices for processes to delivering quality products.

Outcomes of the solution:

  • One-stop-shop for client’s document management
  • Enhanced UI for rich user experience
  • Reduced the copying steps by saving roughly 2 minutes per user per copy

Read this compelling story for some insights on how Hexaware can enable easy storage and management of data.

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Every outcome starts with a conversation