Case Studies

UK Financial Services Organization Increases Workflow Development Efficiency 3X

Pantheon is an investment management group focusing on private equity, infrastructure and real assets with 35 years of investment experience in private markets. They operate from offices in New York, San Francisco, London, Hong Kong, Seoul and Bogota, with representation in a number of other key markets. They employ approx. 220 staff, 70 of which are investment professionals. Pantheon has $47bn total assets under management.

We were looking for a best of breed solution that would reduce our reliance on specialized skill sets. We found that Decisions is very approachable for any .NET developer who needs to add workflow capability to an existing .NET application.
Paul Jones, IT, Pantheon

  • 3X Increase in Development Efficiency for Workflows
  • Improved Support for Complex Workflow Projects
  • Reduced Reliance on Specialized Resources
Read More

Privately Held Bank in the USA with $14B in Assets Reduces Development Costs by Over 50%

As one of the largest privately owned banks in the US with over $14 billion in assets, this Decisions customer offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. A division of the bank specializes in mortgage servicing. The initial implementation of Decisions targeted processes within the mortgage servicing division.

Decisions became the platform to beat for several reasons:
1) the platform could be highly customized,
2) complex rules could be built and managed efficiently,
3) software could be developed by business analysts without the need for trained programmers, and
4) Decisions can easily connect to other systems and platforms, and those platforms can also interact with Decisions.
Business Analyst, Privately Held Bank

  • 50%+ Lower Development Costs
  • 6 FTE Headcount Automated/Reassigned
  • Reduced Risk in Highly Regulated Processes
Read More

Custom Cabinet Company Increases Order Entry Quality by 35%

Specializing in custom cabinets and countertop design, including installation of those products, The Legacy Cabinet Company (“TLCC”) is a regional distributor operation in both new residential and commercial construction, as well as custom remodeling projects. TLCC’s headquarters are in Niceville, FL with fifteen additional locations across the southeastern, US.

“The increased visibility and access to our sales information is allowing us to make quicker business decisions with reliable data. Our sales force has embraced the ease of use and ability to access their information.”
– Charlie Agnew, Chief Executive Officer, The Legacy Cabinet Company

  • 20% Order Entry Efficiency Improvement
  • 35% Order Entry Quality Improvement
  • 100% Reduction Pre-entry Quotation Reviews
Read More