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 the years. We are proud to have served both private and public firms for over two decades and counting.
Explore our success stories below to learn more about the work we do and the outcomes we’ve achieved. If any of these projects relate to a problem your business is experiencing, or if you have questions about Enterprise Iron, contact our team anytime. We’re here to help!
Using our vast experience and expertise in this space, we helped this Client navigate regulatory challenges to complete ERISA 5500 Reporting.
Our experts provided fiduciary oversight and education, recordkeeping administration, and plan consulting services for this Client.
Our expert Product Review identified gaps in this Client’s product offering and drove customers to the preferred offering.
Our Client, a municipal retirement plan system, struggled to transition from its legacy platform to the new Pension Administration System (PAS).
We helped an insurance and recordkeeping firm understand, plan, and accomplish an acquisition integration of their business models and services.
Our industry comparison and operational assessment yielded recommendations for core process costs, quality, resource, and IT utilization.
Our team delivered a system migration without disruption to daily business for a retirement annuities firm.
Our team helped the Puerto Rican government secure its health insurance program to reduce fraud and abuse within the system.
A Program Healthcheck was deployed with advanced business strategy tactics to migrate multiple platforms to two central processing units.
A Banking Client needed help with their check clearing efficiency and our team delivered improvements to their compliance processes.
For this Client, we implemented a strategy using the OFSAA tool yielding a 50% data quality improvement and 15% cost reduction.
A retirement organization needed to build new digital services to enhance its business and continue to facilitate its retirement plan distributions.
For this Financial Services Client, we defined and implemented an operations management methodology for dividend adjustments.
Our solution included automation, specialized staff, and streamlined processes to improve this Client’s operational efficiency.
This Retirement Service Plans Provider needed help making improvements to their ERISA 5500 compliance requirements and our SMEs delivered.
A team of our SMEs were engaged to conduct an independent and unbiased assessment of this Client’s ESOP practice.
We managed the modernization of a government agency’s Omni Defined Contribution system via our expertise in EXP AG support and DocXP.
Our technology SMEs implemented and maintain this clients’ Genesys applications to their optimize Contact Center capabilities.
We handled the ITIL Process Improvement helping our Client gain control of audit findings to better focus on their platform modernization.
A medical appointment transportation service sought innovative strategies to improve user experience and decrease customer complaints.
A recordkeeping organization needed to consolidate multiple business intelligence platforms into one enhanced platform via a microstrategy upgrade.
We staffed highly-skilled nearshore resources at our facility in Puerto Rico, delivering a 30% cost-savings for our Clients’ modernization project.
A large public sector institution needed to modernize their operations and the technology to overcome strategic challenges.
Our Financial Services client wanted a robust Omni web solution to better serve plan participants, plan sponsors, and investment advisors.
We created and sent nearly 8,500 plan restatement packages to signers ahead of the Cycle 3 deadline for this recordkeeping Client.
Our expert resources assisted a large recordkeeping organization with transitioning their clients through a service platform conversion.
Our clients’ recordkeeping platform required a professional due diligence assessment to ensure growth and diversification.
Our team handled the platform migration of a large Defined Contribution Recordkeeping firm, consolidating four platforms to a new target state.
Enterprise Iron delivered a modernization roadmap for the technologies used in this Client’s retirement vendor platform back-end processes.
Our Contact Center agents expertly helped travelers navigate the complexities of travel during a global pandemic, ensuring safety and compliance.
This client needed to streamline and automate QA testing for their products to improve their service model and catalog reliability.
We helped this Client with a QA transformation to improve procedures, diminish their needs for manual processes, and gain control of costs.
We transformed crisis into opportunity by leveraging swift outsourcing to ensure uninterrupted contact center services and streamlined operations.
We provided effective recordkeeping support to a Government agency, helping them outsource IT and transition away from an existing vendor.
We expertly completed a mid-to-large plan market Minimum Viable Offering (MVO) assessment for our client, a Defined Contribution recordkeeper.
With our Agile approach and technology expertise, the first-ever canonical data model was produced by this Retirement Services LOB.
A dedicated team of agents elevated the operations and communications of Puerto Rico’s largest private healthcare plan.
The team streamlined the prescription submissions process for the Client, ensuring timely medication access for patients.
Innovative communication strategies streamlined the messaging of Puerto Rico’s childcare programs including effective fund utilization.
The communication infrastructure of Puerto Rico’s premier university was reimagined to streamline interactions and improve student satisfaction.
Our team of SMEs helped our Client to launch a participant decumulation strategy that also aligned with their asset retention strategy.
Our cybersecurity team performed an assessment and implemented an effective strategy for this large public sector Client.