fbpx
                       

Improved Tracking Of Administering Complex Contract Cycles For Financial Institutions

The Client was a financial consultancy organization established in the United States & specializes in personal and business tax advising, as well as financial planning for various domains. Prior to this Dynamics deployment, the client kept track of all contracts using manual processes.

BrickRed collaborated with the client during the consulting process and offered that our professional team implement Office 365 and integrate SharePoint to alleviate the key pain point of this contract management’s manual nature.

Assessment

  • Team grappled with document variations.
  • Contract inconsistencies
  • Huge time investment
  • Manual signatures back and forth
  • Complexity in contract lifecycle management

Solution

  • Every contract can now be managed efficiently.
  • Personalized e-signature solution.
  • Automated visibility of current or upcoming renewals.

Implementation

  • Deployed Office 365
  • Utilized SharePoint for its manual processes
  • Installed the Adobe Sign for Microsoft Dynamics 365
  • Integrated reporting through Power BI.

Benefits

Why BrickRed Systems

Created a contract tracking system.

Cross–platform application

Capable of managing long-term, highly complicated contract cycles.

Real-time updates

Improved ability to target prospective clients.

  • 100% Enhanced operational efficiency
  • Non-value-added administrative hours have been reduced by 90%
  • Customer satisfaction and service have improved by 90% 
  • ROI increased by 85%

Technology Used

Microsoft Dynamics CRM

SharePoint

Adobe Sign

Power BI

Contact us

Contact us

    Case Studies

    Rapid solutions to the most complex business
    challenges with cooperative process-driven methodology

    Azure Mobile Services

    Azure Mobile Services

    Automation Of E-Commerce Site

    Automation Of E-Commerce Site

    Improving DevOps Maturity for Telecom Giant

    Improving DevOps Maturity for Telecom Giant

    DevOps Journey for Gaming Client

    DevOps Journey for Gaming Client

    What Our Customers Say About Us

    BrickRed has been a great partner for H.H. Brown. They understand our needs and always develop solutions that focus on return on investment. Brickred has delivered great value with our software projects.

    Mike
    Director@H.H. Brown Shoe Company

    The technical and management people at BrickRed delivered a high quality solution on time and on budget. They are easy to work with and consistently kept us informed of the project status. Brickred shows a great commitment to customer satisfaction and it is a pleasure to work with them.

    Mr. Chand Bhandari
    SEO@SeattleAppLab

    I had a great experience working with Brickred Systems. With the team's attention to detail and great technical solutions, I won't hesitate to bring more projects in the future.

    Puja C
    Telus

    The Brickred team added such great value to our project with their work. From macro management to the micromanagement of the project, I am really happy with the determination to finish the project with perfection. Looking forward to working with the team again.

    Paul T
    Stanley Black & Decker

    Brickred Systems has delivered exceptional results in every challenging situation considering all the business requirements. I really appreciate the team for putting in all the hard work with such professionalism, and I will surely engage with them for my upcoming projects.

    Anand J
    Mativ

    The Brickred team is a very competent and professional group of Security Specialists who have demonstrated an ability to provide excellent results. We are extremely happy with our working relations with Brickred and look forward to engaging them on future projects.

    Katherine C
    Microsoft