Our industry comparison and operational assessment yielded recommendations for core process costs, quality, resource, and IT utilization.
Case Study: An Operational Assessment
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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: Check Clearing Efficiency
A Banking Client needed help with their check clearing efficiency and our team delivered improvements to their compliance processes.
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: 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: 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: Medi-Travel Service Revamp
A medical appointment transportation service sought innovative strategies to improve user experience and decrease customer complaints.
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: 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: 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 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 Support
We provided recordkeeping support to a Government agency, helping them outsource IT and transition away from an existing vendor.
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.