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!
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Email: info@enterpriseiron.com
Case Study: 5500 Reporting
Using our vast experience and expertise in this space, we helped this Client navigate regulatory challenges to complete ERISA 5500 Reporting.
Case Study: A Fiduciary Assessment
Our experts provided fiduciary oversight and education, recordkeeping administration, and plan consulting services for this Client.
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 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: Acquisition Integration
We helped an insurance and recordkeeping firm understand, plan, and accomplish an acquisition integration of their business models and services.
Case Study: An Operational Assessment
Our industry comparison and operational assessment yielded recommendations for core process costs, quality, resource, and IT utilization.
Case Study: Annuities System Migration
Our team delivered a system migration without disruption to daily business for a retirement annuities firm.
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: Business Strategy
A Program Healthcheck was deployed with advanced business strategy tactics to migrate multiple platforms to two central processing units.
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: 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: 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: ERISA & 5500 Compliance
This Retirement Service Plans Provider needed help making improvements to their ERISA 5500 compliance requirements and our SMEs delivered.
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: Genesys Optimization
Our technology SMEs implemented and maintain this Clients’ Genesys applications to their optimize Contact Center capabilities.
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: 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: Medi-Travel Service Revamp
A medical appointment transportation service sought innovative strategies to improve user experience and decrease customer complaints.
Case Study: MicroStrategy Upgrade
A recordkeeping organization consolidated multiple business intelligence platforms into one enhanced platform via a microstrategy upgrade.
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: 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: Participant Account Remediation
A comprehensive approach enabled our Client to adjust their recordkeeping participant accounts with full compliance and satisfaction.
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: Platform Modernization Roadmap
We delivered a modernization roadmap for the technologies used in our Client’s retirement vendor platform back-end processes.
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 Improvements
This Client needed help streamlining and automating QA testing to improve their service model and catalog reliability.
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 Platform Modernization
We managed the modernization of a government agency’s Omni Defined Contribution system via our expertise in EXP AG support and DocXP.
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: 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: 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: 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.
Case Study: Vendor Product Assessment
Our team of SMEs helped our Client launch a participant decumulation strategy that also aligned with their asset retention strategy.
Case Study: Vulnerability Management Strategy
Our cybersecurity team performed an assessment and implemented an effective strategy for this large public sector Client.
Case Study: Year-End Communication Materials
We provided an additional resource at year-end to prepare and interpret SECURE Act and SECURE 2.0 Act materials.