Delivering impactful Business, Technology, & Workforce Solutions since 2002
Our Case Studies demonstrate a snapshot of the depth of work that we have completed for our Financial Services, Retirement Services, and Government sector Clients over our 20+ years in business.
Explore our success stories below to learn more about the work we do and the outcomes we’ve achieved for clients. If any of these projects relate to a problem your business is experiencing or if you’re interested in learning more about Enterprise Iron’s solutions, contact our team to schedule a call.
Questions?
Email: info@enterpriseiron.com
Case Study: 5500 Reporting
Using our vast experience and expertise in this space, we helped this Client navigate regulatory challenges to complete ERISA 5500 Reporting.
Case Study: A Fiduciary Assessment
Our experts provided fiduciary oversight and education, recordkeeping administration, and plan consulting services for this Client.
Case Study: A Successful Product Review
Our expert Product Review identified gaps in this Client’s product offering and drove customers to the preferred offering.
Case Study: A Systems Transition
Our Client, a municipal retirement plan system, struggled to transition from its legacy platform to the new Pension Administration System (PAS).
Case Study: Acquisition Integration
We helped an insurance and recordkeeping firm understand, plan, and accomplish an acquisition integration of their business models and services.
Case Study: An Operational Assessment
Our industry comparison and operational assessment yielded recommendations for core process costs, quality, resource, and IT utilization.
Case Study: Annuities System Migration
Our team delivered a system migration without disruption to daily business for a retirement annuities firm.
Case Study: Anti-Fraud Solution
Our team helped the Puerto Rican government secure its health insurance program to reduce fraud and abuse within the system.
Case Study: Business Strategy
A Program Healthcheck was deployed with advanced business strategy tactics to migrate multiple platforms to two central processing units.
Case Study: Check Clearing Efficiency
A Banking Client needed help with their check clearing efficiency and our team delivered improvements to their compliance processes.
Case Study: Data Quality Improvements
For this Client, we implemented a strategy using the OFSAA tool yielding a 50% data quality improvement and 15% cost reduction.
Case Study: Digital Transactions
A retirement organization needed to build new digital services to enhance its business and continue to facilitate its retirement plan distributions.
Case Study: Dividend Adjustments
For this Financial Services Client, we defined and implemented an operations management methodology for dividend adjustments.
Case Study: Elevating Pharmacy Comms
Our solution included automation, specialized staff, and streamlined processes to improve this Client’s operational efficiency.
Case Study: Enhancing Reconciliation Processes
We transformed a Defined Contribution Company’s reconciliation process by reducing a two-year backlog and identifying over $2M in gains.
Case Study: ERISA & 5500 Compliance
This Retirement Service Plans Provider needed help making improvements to their ERISA 5500 compliance requirements and our SMEs delivered.
Case Study: ESOP Practice Assessment
A team of our SMEs were engaged to conduct an independent and unbiased assessment of this Client’s ESOP practice.
Case Study: Genesys Optimization
Our technology SMEs implemented and maintain this Clients’ Genesys applications to their optimize Contact Center capabilities.
Case Study: Global Custody Implementation
We helped a Trust Company enhance its global custody services to strengthen their international competitiveness and shift market perception.
Case Study: Improved Non-Discrimination Testing
We provided experienced compliance resources to assist our Client’s team with non-discrimination testing, ensuring deadlines were met.
Case Study: ITIL Process Improvement
We handled the ITIL Process Improvement helping our Client gain control of audit findings to better focus on their platform modernization.
Case Study: Legacy Application Modernization
EI and our Partner delivered an easily maintainable, Object-Oriented Java application as part of a Federal Agency’s modernization effort.
Case Study: Medi-Travel Service Revamp
A medical appointment transportation service sought innovative strategies to improve user experience and decrease customer complaints.
Case Study: MicroStrategy Upgrade
A recordkeeping organization consolidated multiple business intelligence platforms into one enhanced platform via a microstrategy upgrade.
Case Study: Nearshore Support
We staffed highly-skilled nearshore resources at our facility in Puerto Rico, delivering a 30% cost-savings for our Clients’ modernization project.
Case Study: Omni Modernization
A large public sector institution needed to modernize their operations and the technology to overcome strategic challenges.
Case Study: Omni Web Solution
Our Financial Services Client wanted a robust Omni web solution to better serve plan participants, plan sponsors, and investment advisors.
Case Study: Participant Account Remediation
A comprehensive approach enabled our Client to adjust their recordkeeping participant accounts with full compliance and satisfaction.
Case Study: Plan Restatement Success
We created and sent nearly 8,500 plan restatement packages to signers ahead of the Cycle 3 deadline for this recordkeeping Client.
Case Study: Platform Conversion
Our SMEs helped a large recordkeeping organization with a service platform conversion and the customer transition.
Case Study: Platform Due Diligence
Our Clients’ recordkeeping platform required a professional due diligence assessment to ensure growth and diversification.
Case Study: Platform Migration
Our team handled the platform migration of a large Defined Contribution Recordkeeping firm, consolidating four platforms to a new target state.
Case Study: Platform Modernization Roadmap
We delivered a modernization roadmap for the technologies used in our Client’s retirement vendor platform back-end processes.
Case Study: Puerto Rico Travel Safeguard
Our Contact Center agents helped travelers navigate the complexities of travel during a global pandemic, ensuring safety and compliance.
Case Study: QA Improvements
This Client needed help streamlining and automating QA testing to improve their service model and catalog reliability.
Case Study: QA Transformation
We helped this Client with a QA transformation to improve procedures, diminish their needs for manual processes, and gain control of costs.
Case Study: Rapid Outsourcing Resilience
We leveraged swift outsourcing to ensure uninterrupted contact center services, turning crisis into opportunity.
Case Study: Recordkeeping Platform Modernization
We managed the modernization of a government agency’s Omni Defined Contribution system via our expertise in EXP AG support and DocXP.
Case Study: Recordkeeping Support
We provided recordkeeping support to a Government agency, helping them outsource IT and transition away from an existing vendor.
Case Study: Retirement Plan Market MVO
We expertly completed a mid-to-large plan market Minimum Viable Offering (MVO) assessment for our client, a Defined Contribution recordkeeper.
Case Study: Retirement Services Data Modeling
With our Agile approach and technology expertise, the first-ever canonical data model was produced by this Retirement Services LOB.
Case Study: Retirement Services Strategy
We assessed a financial firm’s operations post-Omni migration and delivered a roadmap to boost efficiency and align with industry leaders.
Case Study: Revamping Relief
Our RPCS Team successfully prepared and sent all plan amendment packages to plan sponsors, helping our Client overcome staffing challenges.
Case Study: Revitalizing Patient Comms
A dedicated team of agents elevated the operations and communications of Puerto Rico’s largest private healthcare plan.
Case Study: Rx Process Improvement
The team streamlined the prescription submissions process for the Client, ensuring timely medication access for patients.
Case Study: Streamlined Strategy & Messaging
Innovative communication strategies streamlined the messaging of Puerto Rico’s childcare programs including effective fund utilization.
Case Study: Swift Performance Metrics Boost
We deployed a skilled team to rapidly improve Contact Center metrics, exceeding client goals for call handling and customer satisfaction.
Case Study: University Comms Redefined
The communication infrastructure of Puerto Rico’s premier university was reimagined to streamline interactions and improve student satisfaction.
Case Study: Vendor Product Assessment
Our team of SMEs helped our Client launch a participant decumulation strategy that also aligned with their asset retention strategy.
Case Study: Vulnerability Management Strategy
Our cybersecurity team performed an assessment and implemented an effective strategy for this large public sector Client.
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