Delivering impactful Business, Technology & Workforce Solutions since 2002.
Our case studies demonstrate the depth of work we have completed for our Financial Services, Retirement Services, and Government sector clients. We are proud to have served private and public firms for two decades and continue to deliver solutions that drive business forward.
Explore our success stories below to learn more about these outcomes and what Enterprise Iron can do for your firm. If any of these projects relate to a business problem you are experiencing or if you have questions about the solutions we provide, don’t hesitate to reach out. We’re ready to work with you!
Want to learn more about any of the case studies below? Our industry experts are ready to help:
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: Platform Modernization Roadmap
Enterprise Iron delivered a modernization roadmap for the technologies used in this Client’s retirement vendor platform back-end processes.
Case Study: EXP AG Support & Outsourcing
We managed the modernization of a government agency’s Omni Defined Contribution system via our expertise in EXP AG support and DocXP.
Case Study: Plan Restatement Project
We created and sent nearly 8,500 plan restatement packages to signers ahead of the Cycle 3 deadline for this recordkeeping client.
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: Vendor Product Assessment
Our team of SMEs helped our client to launch a participant decumulation strategy that also aligned with their asset retention strategy.
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: Genesys Optimization
Our technology SMEs implemented and maintain this clients’ Genesys applications to their optimize Contact Center capabilities.
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: 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 Fiduciary Assessment
Our SMEs provided fiduciary oversight and education, recordkeeping administration, and plan consulting services to this client.
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: 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: An Operational Assessment
Our industry comparison and operational assessment yielded recommendations for core process costs, quality, resource, and IT utilization.
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: Dividend Adjustments
For this Financial Services client, we defined and implemented an operations management methodology for dividend adjustments.
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: ERISA & 5500 Compliance
This Retirement Service Plans Provider needed help making improvements to their ERISA 5500 compliance requirements and our SMEs delivered.
Case Study: Omni Modernization
A large public sector institution needed to modernize their operations and the technology to overcome strategic challenges.
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: Platform Conversion
Our expert resources assisted a large recordkeeping organization with transitioning their clients through a service platform conversion.
Case Study: MicroStrategy Upgrade
A recordkeeping organization needed to consolidate multiple business intelligence platforms into one enhanced platform via a microstrategy upgrade.
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: 5500 Reporting
Using our deep experience and expertise in this space, we helped this client navigate regulatory challenges to complete ERISA 5500 Reporting.
Case Study: Platform Due Diligence
Our clients’ recordkeeping platform required a professional due diligence assessment to ensure growth and diversification.
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: 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: 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: 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: Recordkeeping Support
We provided effective recordkeeping support to a Government agency, helping them outsource IT and transition away from an existing vendor.
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: QA Improvements
This client needed to streamline and automate QA testing for their products to improve their service model and catalog reliability.
Case Study: Annuities System Migration
Our team delivered a system migration without disruption to daily business for a retirement annuities firm.