Success Stories

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Streamlining and Consolidating Customer Contact

To meet the growing demand for services, a large financial institution recently approached IT Cadre to help streamline and consolidate customer communications. The goal was to improve customer service and reduce costs. The focus was to develop a single underlying process that would consolidate and manage every customer contact while integrating new communication methods as they become available.

With our customer, IT Cadre created a strategy and vision to streamline and consolidate customer service. Our engineers worked directly with individual business units to analyze and map the various communication systems, processes, and data together. Our Visualization Engineering® team created a comprehensive, clear picture of the current stovepipe customer systems and an achievable, desired solution given the current business environment.

IT Cadre worked with corporate leadership and staff using our Methodology for Vision Achievement (MVA) to create a strategy that was embraced across the entire organization in just a few short weeks. Less than two months later, IT Cadre delivered a Visualization diagram which captured the shared vision of the strategy to achieve streamlined and consolidated communications. Our deliverables included:

  • A comprehensive visualization diagram showing current stovepipe systems; identified specific issues, redundancies, and opportunities for improvement
  • A master set of achievable goals and desired outcomes
  • A visualization diagram of the proposed system and business process changes to implement to achieve the desired outcomes and goals
  • A detailed transition document to support our customer’s move from the current environment to the desired solution

This financial institution is now equipped with a sound plan to improve their customer relations and gain valuable business through an updated communication system.