Celoxis - Client Case Study (Financial Services)
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CASE STUDY Customer Profile Client is a leading US based Financial Services company, whose primary business is consumer lending, credit insurance, and other credit related products. Its corporate headquarters are in Evansville, Indiana, with roughly 900 branch locations in 25 states, the United Kingdom, Puerto Rico and the U.S. Virgin Islands. Their law and compliance departments are currently using Celoxis for project and task management. Business Situation The client had no system to keep track of what the individuals in the department were working on, if certain individuals had too much work or what was assigned to each individual. They needed a project management system that would help them with effective delegation, tracking and reporting with regards to resource management. They were looking for a project management system with: Customizable screens Robust and comprehensive reporting capabilities An easy user experience that even the least sophisticated user can handle easily and want to use Ability to add custom fields, pull custom reports, easy user interface Solution Celoxis was the perfect fit for the client's requirements. The user experience was ideal for quick learning and adoption. Celoxis' advanced resource management capabilities would solve their issues around work delegation, load balancing and utilization monitoring. Flexible reporting and customizable dashboards would help them make better decisions around managing resources. Financial Services
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Celoxis was the perfect fit for the client’s requirements. The user experience was ideal for quick learning and adoption. Celoxis’ advanced resource management capabilities would solve their issues around work delegation, load balancing and utilization monitoring. Flexible reporting and customizable dashboards would help them make better decisions around managing resources.
Transcript of Celoxis - Client Case Study (Financial Services)
CASE STUDYCustomer Profile
Client is a leading US based Financial Services company, whose primary business is consumer lending,
credit insurance, and other credit related products. Its corporate headquarters are in Evansville, Indiana,
with roughly 900 branch locations in 25 states, the United Kingdom, Puerto Rico and the U.S. Virgin
Islands. Their law and compliance departments are currently using Celoxis for project and task
management.
Business Situation
The client had no system to keep track of what the individuals in the department were working on, if
certain individuals had too much work or what was assigned to each individual. They needed a project
management system that would help them with effective delegation, tracking and reporting with
regards to resource management. They were looking for a project management system with:
Customizable screens
Robust and comprehensive reporting capabilities
An easy user experience that even the least sophisticated user can handle easily and want to use
Ability to add custom fields, pull custom reports, easy user interface
Solution
Celoxis was the perfect fit for the client's requirements. The user experience was ideal for quick learning
and adoption. Celoxis' advanced resource management capabilities would solve their issues around
work delegation, load balancing and utilization monitoring. Flexible reporting and customizable
dashboards would help them make better decisions around managing resources.
Financial Services
Benefits
With Celoxis, the client has been able to streamline all task and resource management processes helping
them achieve better productivity and visibility across the system.
With Celoxis, the work is more evenly distributed because they now know what work has been
assigned and to whom it has been assigned.
The individual user reports available on the dashboard help them get an immediate view
of priorities.
The ability to customize various aspects of the software has allowed users to tailor the application
to suit their needs.
The intuitive user experience has enabled easy learning, adoption and usage across the board.
The powerful reporting features have helped the client derive actionable insights from project
data, enabling better business decisions.
About Celoxis
Founded in 2001, Celoxis Technologies has been a global leader in project management software for
more than a decade. Headquartered in Pune, India, Celoxis has over 1000 customers globally spanning
various industry verticals. Celoxis has been consistently rated among 10 best project management
solutions in the world and has delivered improved collaboration and increased efficiency for teams of all
sizes, both in SMB and Enterprise segments.
Celoxis offers the choice SaaS as well as On-premise deployment and a simple pricing model enabling
scale up/down of users as per business needs. To know more visit . http://www.celoxis.com
For Business enquiries, contact us at:
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