TradewindsGroup

Case Study 3

Case Study: Replacing an Aging System

    Client Issue: Client wanted to replace their existing accounting and distribution software operating on a remote computer with a new software system operating on a local server.

    Type of Client: Financial Services Provider.

    Business Solution: New software capable of replacing and enhancing existing business processes and more flexible, customized reporting. Localized control and operations.

Our Role:

  • Determined client business requirements. Surveyed marketplace offerings and presented ‘best-fit’ solutions for final client selection. Developed software implementation plan for client and software vendor to follow.