Case Studies

Enterprise Iron Financial Industry Solutions, Inc.
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Enterprise Iron is proud to have worked with a wide variety of clients over the years delivering impactful results. Explore our case studies below to learn more about the work we’ve done and outcomes achieved. If any of these projects relate to a business problem you are experiencing or if you have any questions for our Team Members, contact us today!

Case Study: Platform Migration

Case Study: Platform Migration

BUSINESS PROBLEMA large Defined Contribution Recordkeeping organization was faced with consolidating four existing platforms to a new target state platform.  The client needed to augment the required knowledge and  resources to complete the project, and therefore...

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Case Study: An Operational Assessment

Case Study: An Operational Assessment

BUSINESS PROBLEMThe client, a top 10 name-brand Recordkeeper, partnered with Enterprise Iron deliver to recommendations for optimizing core process costs, customer quality and resource & IT utilization. Our Team compared their Retirement Division’s performance and...

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Case Study: A Fiduciary Assessment

Case Study: A Fiduciary Assessment

BUSINESS PROBLEMA large Public Charter School was uncertain of their retirement plan fiduciary obligations and whether their investment menu, fees and service providers were competitive in the marketplace. The client did not have the knowledge or resources to “know...

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Case Study: QA Improvements

Case Study: QA Improvements

BUSINESS PROBLEMA global provider of data processing and outsourced business process services to financial firms, needed to streamline and automate the QA testing of their service products. The need to transform their QA service model and improve the reliability of...

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Case Study: QA Transformation

Case Study: QA Transformation

BUSINESS PROBLEMA leader in investment systems software was experiencing runaway costs and backlogs in Quality Assurance testing. The clients core software product was widely used for handling functions related to investment portfolios, mutual fund accounting, hedge...

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Case Study: ERISA & 5500 Compliance

Case Study: ERISA & 5500 Compliance

BUSINESS PROBLEMA large Financial Services firm and provider of retirement recordkeeping services needed to adhere to ERISA & 5500 Compliance requirements after converting some plans from contract-base to plan-base reporting. The transactions from these converted...

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Case Study: OMNI Web Solution

Case Study: OMNI Web Solution

BUSINESS PROBLEMAging legacy plan administration and investment tools threatened one of the largest and oldest independent Financial Services firms that managed over $7 Billion in assets. Our client needed a robust, next generation web platform to better serve their...

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Case Study: OMNI Modernization

Case Study: OMNI Modernization

BUSINESS PROBLEMA pension and savings plan firm for a large public sector institution needed to modernize their operations and the technology that sustained a huge fund and participant base. They had been overcome with daunting strategic challenges because...

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Case Study: Digital Transactions

Case Study: Digital Transactions

BUSINESS PROBLEMA Top 10 Retirement Recordkeeping firm was losing business and forgoing new opportunities without a digital service to facilitate retirement plan distributions. To win client re-bid mandates, they had committed to building online withdrawal...

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Case Study: Recordkeeping Support

Case Study: Recordkeeping Support

BUSINESS PROBLEMA US Government Agency was running the SunGard OMNI Defined Contribution system. This included unique requirements around storage of transaction history and volume of participants as they provided retirement solutions for government sector employees....

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Case Study: Platform Conversion

Case Study: Platform Conversion

BUSINESS PROBLEMA large Recordkeeping firm faced the challenge of building functionality and needed to convert their largest clients to new services delivered via a new platform. The client did not have the experience or resources to complete the project, so they...

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Case Study: MicroStrategy Upgrade

Case Study: MicroStrategy Upgrade

BUSINESS PROBLEMA Top 10 Retirement Recordkeeping firm had multiple business intelligence reporting platforms in use, and one was approaching end of life support. They needed to consolidate all reporting capabilities onto one upgraded platform. Afterward, they could...

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Case Study: A Systems Transition

Case Study: A Systems Transition

BUSINESS PROBLEMA large municipal retirement plan system client was struggling to complete an eight-year system implementation. They were unable to completely transition from the legacy pension system to the new Pension Administration System (PAS). This was primarily...

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Case Study: Business Strategy

Case Study: Business Strategy

BUSINESS PROBLEMA Retirement Services company acquired several firms to become a top ten player in its market. They were hindered by expensive legacy processing platforms and numerous Operations Departments. A business plan was formulated to execute the migration of...

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Case Study: 5500 Reporting

Case Study: 5500 Reporting

BUSINESS PROBLEMA major provider of 403(b) and 401(k) services adopted the OMNI Recordkeeping system. They then converted plans from a contract-based to a plan-based accounting methodology. The transactions had to be pulled and mapped across their legacy platform and...

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Case Study: Platform Due Diligence

Case Study: Platform Due Diligence

BUSINESS PROBLEMA large service provider was looking for assistance with a platform due diligence assessment of their recordkeeping platform. They had been with the vendor for 20+ years and had undergone significant business expansion and service diversification. The...

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Case Study: Acquisition Integration

Case Study: Acquisition Integration

BUSINESS PROBLEMA large Midwest insurance and recordkeeping firm acquired a specialized mid-level recordkeeping firm. They sought to integrate business models and service capabilities to achieve ROI and enhance their offerings. There were significant challenges to...

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Case Study: ITIL Process Improvement

Case Study: ITIL Process Improvement

BUSINESS PROBLEMOur client was an IT Services Team for a large Government Retirement Services firm. Auditors cited incompleteness within their design documentation, prompting the need to engage Enterprise Iron. These gaps created cyber security vulnerabilities and...

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