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Financial Services
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Actualize Consulting |
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Actualize Consulting is a consulting firm started up in 2003 in Arlington, Virginia. Actualize serves financial institutions with business analysis, financial events, software evaluations and system implementations. |
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The Challenge |
When working with employees and sub-contractors all around the US, trying to get them to collaborate and communicate can become quite an ordeal. The system of emailing documents back and forth was too much time and energy wasted. It was hard enough sorting through email looking for various documents, but trying to find the current version just made whole communication issue a priority. |
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The Solution |
Actualize began looking into different options. It all came down to finding an external solution or having an internal server. The problem with an internal server was they would have to have IT personnel maintaining the servers and make sure everything is running smoothly, which was the deciding factor for Actualize to choose with HyperOffice. Now the company is able to use HyperOffice for "knowledge sharing across the firm" according to Director of Operations, Kerry Elam. Actualize Consulting has noticed great improvement in organization and time management within the firm. |
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Premier Citizens Financial, Inc. |
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Premier Citizens Financial is a thriving financial company that has been providing services for mortgages, real estate, investment spending, and insurance since 1997, but under a different name. Although Premier Citizens is based in California, they provide services nation-wide, so there are plenty of consultants that need to access all the same information from within the company. |
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The Challenge |
With associates around the country, a central area was needed for collaboration amongst them. Premier needed a tool for associates to share documents and schedules with each other, for better productivity and connectivity. Before adopting HyperOffice, consultants had used Outlook for email. However, with frequent traveling, Outlook became an issue. |
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The Solution |
After rigorous online research, Premier Citizens Financial found HyperOffice and began implementing the system right away. Through HyperOffice, associates are able to shared documents, calendars, and manage tasks without having to make sure everybody is up to speed with information. According to Managing Director, Dean Konstantine, this new form of information sharing allows for "ease of connectivity". |
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Financial Freedom Investments LLC |
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Financial Freedom Investments is a successful group of real estate experts. When this successful investment firm wanted to share documents, utilize business class email, and share documents effectively, HyperOffice was their choice. Seamless integration with their existing Outlook tools ensured a successful transition. |
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Randy Gorham, CPA |
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As a CPA and management consultant, Randy Gorham and partners need the ability to communicate and collaborate effectively. Tax documents, client information, and project communication can all now be shared and collaborated on through HyperOffice. HyperOffice has enabled this group to work as a efficient team. |
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Sun Capital Group |
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Sun Capital Group, a nationwide financial services firm offers clients a wealth of innovative investment services. With ongoing information control issues among the financial services industry, document storage and management tools are both legally required and professionally desired. HyperOffice document management tools allow Sun Capital Group to manage documents effectively and have viewable access to document and contract histories. |
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