• HOME
  • Services
    • Sellability
    • Risk Management and Asset Protection
    • Launchability
    • Sustainability
  • Markets
  • Academic Interests
    • Academic research logic
    • Dissertation mentoring & editing
    • The Dissertation Literature Review
  • John Bryan
  • Business Blog
  • Contact
You are here: Home / Case Studies / Financial Services Internet Portal

Financial Services Internet Portal

June 11, 2011 by John Bryan

Problem: Transition from brick-and-mortar to Internet model with need to clarify organizational mission, define and implement processes satisfaction.

Solution: Assisted in the selection of CRM (Clarify) and Telephony hardware and software (Interactive Intelligence) to create a web enabled contact center.  This Webcenter included webchat, VoIP, multimedia and skills based routing. eProcesses created all process flows, workflows, and included the creation of all software training (leader lead as well as CBT) for Clarify and Interactive Intelligence.

We introduced a management system which included 7 components, consisting of Expert Behavior Models, Barrier Removal, Continuous Improvement Meetings and other effective management practices.

Results: Fully-functional customer contact center implemented on time for site launch.  Shortly after site launch, client decided to modify its business model to become an Application Services Provider rather than a B2C financial services site.

Filed Under: Case Studies

Search This Site

Social Media

Dr. John Bryan

Evisors: Enlist my expertise

Categories

  • Case Studies (28)
  • Economic Stimulus (17)
  • Jobs (7)
  • John's Perspective and Views (30)
  • Leadership (18)
  • Management (13)
  • News Feeds (7)
  • Strategic Business (12)
  • Technology (3)

Recent Posts

  • Reflection on School Shootings and Affluenza
  • Where will social entropy take Western culture?
  • Homegrown domestic terrorists
  • Religion as an aspect of culture in shaping leadership
  • Neither blind nor stupid

Resources

Institute of Management Consultants
International Leadership Association
Southern California Accelerator @ Co-Merge
Dissertation = Regional Transitions from Conflict to Post-Conflict: Observed Leadership Practices

Questionnaires

  • Competitive Positioning Questionnaire
  • Innovation Intake Questionnaire
  • Pre-Business Plan Intake Questionnaire
  • Startup Leadership in Economic Uncertainty A lengthy questionnaire seeking insight from leaders internationally about appropriate roles, practices, and behaviors of leaders.
  • Startup Leadership in Economic Uncertainty – Vietnamese

Recent Comments

  • John Bryan on The right kind of leadership and the right expertise
  • John Bryan on Tobacco Processing and Cigarette Production
  • kanhaiya on Tobacco Processing and Cigarette Production
  • John Bryan on An Arab Fall
  • Karen V on An Arab Fall

RSS Business

  • Bain Capital and 1980s-vintage Management Consulting John Bryan
  • Telecommunications Sales Force Reorganization John Bryan
  • What and What if? The start of a typical eProcesses client relationship John Bryan

We Support

Alliance For Africa 

San Diego Sports Innovators
San Diego Sports Innovators

 
connect_logo_trans

star-networking-header

Giving To Charities

Archives

Copyright by eProcessesinc · All Rights Reserved · · Log in