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Case Studies

Enterprise Iron Financial Industry Solutions, Inc.
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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 clients. We are proud to have served private and public firms for nearly two decades and we continue to deliver strategies and solutions that get results. 

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, contact a Team Member today. We’re ready to work with you!

Case Study: Nearshore Support

Case Study: Nearshore Support

BUSINESS PROBLEMOur Client, a major stock transfer agency, was in process of upgrading their core technology platforms in-house. In parallel, several maintenance/enhancement items had to be remediated in order to keep the “lights on” and the agency’s technical support...

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Case Study: A Successful Product Review

Case Study: A Successful Product Review

BUSINESS PROBLEMOur client, who serves multiple market segments inclusive of 401(k) and 403(b) markets, had been experiencing fewer “wins” than anticipated. Discussions with sales and advisors confirmed that there were likely gaps in their product and service...

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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. Our client needed to augment the required knowledge and resources to complete the project and sought a partner...

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Case Study: An Operational Assessment

Case Study: An Operational Assessment

BUSINESS PROBLEMOur client, a top 10 name-brand Recordkeeper, partnered with Enterprise Iron to deliver recommendations for optimizing core process costs, customer quality and resource & IT utilization. We 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. They sought to transform their QA service model and improve the reliability of...

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Case Study: QA Transformation

Case Study: QA Transformation

BUSINESS PROBLEMOur client, a leader in investment systems software, experienced runaway costs and backlogs in Quality Assurance testing. Their core software product was widely used for functions related to investment portfolios, mutual fund accounting, hedge funds...

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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. They had committed to building online withdrawal capabilities provided by their plan...

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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 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. Our client was hindered by expensive legacy processing platforms and numerous Operations Departments. A business plan was formulated to execute the migration...

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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 PROBLEMAuditors had cited incompleteness within our clients' design documentation, so they engaged with Enterprise Iron to help. As an IT Services Team for a large Government Retirement Services firm, these gaps created cybersecurity vulnerabilities and...

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