Simplus helped the consumer division of a multi-billion dollar financial services provider create a pricing interface and effective approval process for its clientele.

At a Glance

Due to being purchased by another company, the client was going to another platform and facing a tough end-of-year deadline. The company was struggling with data migration and working with an external pricing system.

Services Provided
  • Implementation Services
  • Custom Configuration

The client faced the challenge of a tough year-end deadline and other transitional pains:


Complicated Processes: The Opportunity/Approval processes, including external approvers, were unduly complicated.

Migration Issues: Data migration issues were abundant due to minimal corporate cooperation. This made the configuration more difficult.

Out-of-Scope Interface: There was a critical interface to an external pricing system, creating an out-of-scope element to the client’s processes.

The Outcome

Perfect go-live: The go-live was perfect, with no problems or additional issues to address.

Fast Project Completion: The client’s project was completed on time and under hours. With the fast completion, the client can investigate additional options to further its solution.

Managed Services Plan: Due to the immense success of this initial project, the client is now looking toward a Managed Services Plan once the company’s sale is final.