Peruvian SBS is the agency in charge of regulations and supervision of Financial Systems, Insurance, and the Private…
Government & Nonprofit
One of the largest providers of services for people with developmental and intellectual disabilities. Assisting more than 3,000 individuals across Long Island & New York City.
Design and build of a FREE centralized data management reporting platform with a customized user portal and integration of advanced reporting features.
Create a diagram of the process and data flow within FREE • Access varios disparate, siloed data and spreadsheets and other FREE multi location operational environments for review on synchronicity. Assure transference into CRM
30+ unique data entry forms / varied per multiple organizations in various locations.
InterConnecta PRM solution was utilized. Install/Configure • Configure server to InterConnecta CRM / PRM guidelines • Finalize installation of the FREE applications & required components and configure basic settings • Include the specifications detailed in the Discovery Document
Workflow Development / Testing InterConnecta created several electronic forms that feed information directly into the CRM. Automated emails circulating the forms assure the synchronicity and reporting of the FREE workflow.
Real time visbilitity of all operational and required organizational KPI's accross various disparate locations and service offering. All information is relayed via custom executive dashboard reports in real time and per request.