Celoxis was the perfect fit for the client’s requirements. The user experience was ideal for quick learning and adoption. Celoxis’ advanced resource management capabilities would solve their issues around work delegation, load balancing and utilization monitoring. Flexible reporting and customizable dashboards would help them make better decisions around managing resources.
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Celoxis - Client Case Study (Financial Services)
1. CASE STUDY
Customer Profile
Client is a leading US based Financial Services company, whose primary business is consumer lending,
credit insurance, and other credit related products. Its corporate headquarters are in Evansville, Indiana,
with roughly 900 branch locations in 25 states, the United Kingdom, Puerto Rico and the U.S. Virgin
Islands. Their law and compliance departments are currently using Celoxis for project and task
management.
Business Situation
The client had no system to keep track of what the individuals in the department were working on, if
certain individuals had too much work or what was assigned to each individual. They needed a project
management system that would help them with effective delegation, tracking and reporting with
regards to resource management. They were looking for a project management system with:
Customizable screens
Robust and comprehensive reporting capabilities
An easy user experience that even the least sophisticated user can handle easily and want to use
Ability to add custom fields, pull custom reports, easy user interface
Solution
Celoxis was the perfect fit for the client's requirements. The user experience was ideal for quick learning
and adoption. Celoxis' advanced resource management capabilities would solve their issues around
work delegation, load balancing and utilization monitoring. Flexible reporting and customizable
dashboards would help them make better decisions around managing resources.
Financial Services