CLIENT: WEALTH MANAGEMENT FIRM
ABOUT THE CLIENT
A small wealth management firm contacted Port & Starboard for assistance making a few seemingly simple changes to their automated Opportunity Tasks process. The automation implemented by their previous consultant was set to generate tasks for members of their team at each new Opportunity Stage. The client provided us with a detailed list of requirements for changes to the tasks being generated, such as removing and changing the tasks, as well as adding some new ones.
The client’s previous consultant had written overly complicated code to automate a simple process. It was impossible for the client to make their own changes without a developer on staff.