Data Management Platform Customer wins | Real Customer Results Across Industries 2026

Gimmal Physical helped a U. S. university health sciences center modernize its records management. The center replaced its outdated system...with a cloud-based solution. Now, staff can track records by aisle, shelf, and box. The system automates 199 retention schedules across 89 departments. Secure access and audit trails ensure compliance with HIPAA. The new platform improved productivity and records retrieval.
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Silk enabled Sentara Healthcare to move complex EHR workloads to Azure without refactoring. Sentara achieved 3x faster performance and cut... cloud storage costs by 69%. Nightly ETL processing dropped from up to 14 hours to just 15 minutes. The organization saved over $10M annually, freeing up budget for innovation and AI projects. Sentara scaled Azure adoption 4x faster and managed a 9x data growth in two years.
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Talend helped Willamette Dental Group integrate patient and insurance data. The company moved from two separate systems to a cloud-based... solution on AWS. This reduced on-premise infrastructure costs and eliminated long maintenance tasks. Staff can now access centralized data for better patient care and operational decisions. Patients benefit from fewer visits and lower premiums. The IT team can quickly adapt and improve efficiency across departments.
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Progress Kendo UI, Telerik DevCraft, and Corticon helped Boston Heart Diagnostics build a user-friendly wellness portal. The portal supports patients,... providers, and dietitians with personalized diagnostics and lifestyle programs. Progress tools enabled a 40% faster development process. The solution improved patient engagement and made it easy to access information on any device. Boston Heart now delivers new features quickly and enhances patient outcomes.
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Coginiti helped Blue Sky Specialty Pharmacy build a semantic foundation for data management. Blue Sky used Coginiti to define and... govern business logic across analytics and applications. They delivered over 50 trusted data products for patients, physicians, and partners. The solution enabled rapid data product development and improved data governance. Blue Sky is now ready for AI-driven healthcare use cases.
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Nextcloud helped ZGT, a Dutch hospital, achieve digital sovereignty. The hospital needed to protect valuable health care data. Nextcloud provided... a secure, on-premises collaboration platform. ZGT now controls its data and meets strict privacy needs. The solution is ideal for hospitals that require strong data protection.
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Access helped Penn State Health digitize over 1. 4 million paper records from 40+ locations. The project freed up a...full file room and a football field’s worth of basement storage. Physicians now access records quickly from anywhere, improving patient care. The digital system saves time and reduces costs for the health system. Staff can now focus on EMR training and future records management.
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Access helped Penn State Health digitize over 1. 4 million paper records from 40+ locations. The project freed up a...full file room and a football field’s worth of basement storage. Physicians now access records quickly from anywhere, improving patient care. The digital system saves time and reduces costs for the health system. Staff can now focus on EMR training and future records management.
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Quest Rapid Recovery helped the National Cancer Registry of Ireland cut backup windows and speed up recovery. The organization used... the solution to ensure enterprise disaster recovery. This improved their ability to protect critical health data. The case highlights the importance of fast data recovery in healthcare. Quest Rapid Recovery supported their business continuity goals.
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Scality RING gives AP-HM 100% data availability for over 12,000 medical professionals. The hospital group needed secure, always-on access to... growing medical imaging and genomics data. Scality RING met strict security and protocol needs, tolerating full data center loss with no downtime. AP-HM now stores medical imaging archives and backup data, with plans for genomics and long-term retention. The solution lowered TCO, eliminated migrations, and improved clinician efficiency.
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Cloudingo API helped Kindred Healthcare sync over one million records from multiple systems into Salesforce. The integration found and linked... more than 30,000 duplicate records, preventing data errors. Daily, 700,000 records are cleansed and updated automatically. Cloudingo's automation and monitoring improved data quality and created a single source of truth. Kindred now has clean, reliable customer data across all departments.
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SkyPoint used DataStax real-time AI to improve senior care. They faced challenges in managing and analyzing large amounts of health... data. DataStax helped them use AI to get real-time insights. This made care for seniors faster and more accurate. Staff could make better decisions and improve patient outcomes.
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Landspitali University Hospital uses ownCloud to work together on sensitive medical records. The hospital chose ownCloud as their digital platform... for secure file sharing. This helps them keep patient data safe while making teamwork easy. ownCloud supports collaboration and security for healthcare organizations. Landspitali trusts ownCloud for handling important medical information.
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Zoho Desk helped Zarthi, a cloud management company, resolve 33,590 tickets in one department. The team adopted Zoho Desk twice... as fast as previous solutions. Automations and integrations with Twilio, Zoho Analytics, and Zoho CRM improved ticket routing and performance tracking. Real-time dashboards and mobile access boosted collaboration and agent productivity. Zarthi saw faster response times and higher customer satisfaction rates.
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WingArc 1st embedded CData JDBC Drivers into their MotionBoard analytics platform. This let them quickly add over 26 SaaS and... NoSQL data sources for their users. Before CData, adding new data sources was slow and complex. Now, users get fast access to more data for AI, automation, and data visualization. The partnership helped WingArc standardize integration and shorten lead times for customer projects.
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Axcient x360Recover helped Symmetric IT Group boost profit margins by 40% to 70%. The MSP reduced support tickets from several... per week to less than one per quarter. Direct-to-Cloud backup made recovery fast and easy for remote and budget-conscious clients. Chain-Free backup technology sped up restores and cut management time. Symmetric IT Group now delivers reliable business continuity and disaster recovery for clients, even during major outages.
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XL-Connector helps Applied Engineering Concepts manage Salesforce data in Excel. Landon Church uses it for fast data migrations, audits, and... daily updates. He saves time by pulling live Salesforce data into Excel and switching between orgs easily. XL-Connector makes data cleanup and real-time analysis simple. Landon values the tool’s error handling, field analysis, and strong support from Xappex.
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Snowplow helps Animoto get a full view of the user journey. Animoto struggled with missing data and limited tracking in... Google Analytics. With Snowplow, they track users across web and mobile, using custom data models. They built multi-touch attribution and optimized their acquisition funnel. Now, Animoto makes faster, data-driven decisions and improves their product with detailed analytics.
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Tresorit Engage helped SECWATCH, a Dutch cybersecurity firm, cut client onboarding time from one hour to ten minutes. The platform centralized... project management, secure collaboration, and audit logging for over 200 annual penetration tests. SECWATCH eliminated email for sensitive document sharing and improved transparency with clients. Audit logs now confirm report delivery and access. The result is stronger client trust and a clear competitive edge in cybersecurity services.
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Prompto used a PIM system to manage complex real estate product data. Before, their product information was scattered and hard... to track. The new system centralized all data, linked 3D assets, and made it easy to reuse product options across projects. Teams now spend less time searching for data and launch projects faster. The platform improved accuracy in 3D configurators and made collaboration smoother for design and project teams.
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Oracle Cloud SCM helped Zebra Technologies streamline its supply chain. Forecast accuracy improved by nearly 100%. The company automated 90%... of orders, saving 20,000 hours yearly. Integration with transportation tools saved $2 million on a single order. Employee work-life balance improved, and IT costs dropped. Zebra now delivers products on time and plans to expand its cloud use.
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Oracle Cloud SCM helped Zebra Technologies streamline its supply chain. Forecast accuracy improved by nearly 100%. The company automated 90%... of orders, saving 20,000 hours yearly. Integration with transportation tools saved $2 million on a single order. Employee work-life balance improved, and IT costs dropped. Zebra now delivers products on time and plans to expand its cloud use.
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Piano helped スイス連邦鉄道 (SBB) unify fragmented data across digital and physical touchpoints. SBB used Piano to track customer journeys on... websites, apps, and stations. This integration led to a 29% CAGR in digital sales from 2021 to 2024. Teams improved data literacy and now analyze customer behavior independently. SBB can now identify key customer needs and optimize digital services for travelers.
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Cargohouse used Devart ODBC Driver for xBase to add real-time order tracking. Before, customers had to ask for updates and... support staff answered manually. Now, customers can check order status online any time. This change cut down support requests and made customers happier. Cargohouse saw a 35% boost in productivity after the new system went live.
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Cargohouse used Devart ODBC Driver for xBase to add real-time order tracking. Before, customers had to ask for updates and... support staff answered manually. Now, customers can check order status online any time. This change cut down support requests and made customers happier. Cargohouse saw a 35% boost in productivity after the new system went live.
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Cargohouse used Devart ODBC Driver for xBase to add real-time order tracking. Before, customers had to ask for updates and... support staff answered manually. Now, customers can check order status online any time. This change cut down support requests and made customers happier. Cargohouse saw a 35% boost in productivity after the new system went live.
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Cargohouse used Devart ODBC Driver for xBase to add real-time order tracking. Before, customers had to ask for updates and... support staff answered manually. Now, customers can check order status online any time. This change cut down support requests and made customers happier. Cargohouse saw a 35% boost in productivity after the new system went live.
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Cargohouse used Devart ODBC Driver for xBase to add real-time order tracking. Before, customers had to ask for updates and... support staff answered manually. Now, customers can check order status online any time. This change cut down support requests and made customers happier. Cargohouse saw a 35% boost in productivity after the new system went live.
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Cargohouse used Devart ODBC Driver for xBase to add real-time order tracking. Before, customers had to ask for updates and... support staff answered manually. Now, customers can check order status online any time. This change cut down support requests and made customers happier. Cargohouse saw a 35% boost in productivity after the new system went live.
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Cargohouse used Devart ODBC Driver for xBase to add real-time order tracking. Before, customers had to ask for updates and... support staff answered manually. Now, customers can check order status online any time. This change cut down support requests and made customers happier. Cargohouse saw a 35% boost in productivity after the new system went live.
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Cargohouse used Devart ODBC Driver for xBase to add real-time order tracking. Before, customers had to ask for updates and... support staff answered manually. Now, customers can check order status online any time. This change cut down support requests and made customers happier. Cargohouse saw a 35% boost in productivity after the new system went live.
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Alliant used SAS Analytics to move from an on-site setup to a flexible cloud environment. Stratacent designed the cloud infrastructure... for Alliant. Alliant ran 1,400 analytical models and saw a 150% improvement. The move brought faster operations and better customer experience. SAS made advanced analytics accessible for Alliant as an SMB.
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Alliant used SAS Analytics to move from an on-site setup to a flexible cloud environment. Stratacent designed the cloud infrastructure... for Alliant. Alliant ran 1,400 analytical models and saw a 150% improvement. The move brought faster operations and better customer experience. SAS made advanced analytics accessible for Alliant as an SMB.
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Alliant used SAS Analytics to move from an on-site setup to a flexible cloud environment. Stratacent designed the cloud infrastructure... for Alliant. Alliant ran 1,400 analytical models and saw a 150% improvement. The move brought faster operations and better customer experience. SAS made advanced analytics accessible for Alliant as an SMB.
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FuseBase helped The Visibility Architects manage client communication in one place. Before, feedback was lost in emails and different tools.... With FuseBase, clients see updates, share feedback, and comment in a shared portal. Email traffic dropped and feedback came faster. Projects now move quicker and clients are happier. The team spends less time chasing updates and more time delivering results.
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Metamarkets gave OpenX a flexible analytics tool for digital advertising. OpenX used interactive dashboards to track inventory, bids, and buyer... behavior. Teams could see what buyers purchased and the rates paid. The tool saved development time and let users get deeper insights. OpenX made faster, informed decisions with Metamarkets.
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LayerFive helped Momentum Digital, a marketing agency, unify data and automate reporting. The agency managed 47 clients and struggled with... manual data work and fragmented tools. After using LayerFive's platform, they increased client retention by 89% and generated $420K in extra annual revenue. The solution reduced manual reporting time and improved operational efficiency. LayerFive enabled Momentum Digital to scale and deliver better results for e-commerce and B2B SaaS clients.
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TMR Queensland Government used SAP Business Technology Platform and SAP AI Core to optimize road asset management. The ADVICE solution... automated scenario analysis, reducing statewide cycle times from 11 hours to 4 hours. TMR reinvested at least 2% of its annual pavement budget, about $9.5M, into high-priority maintenance. Data quality checks and reporting times improved, cutting setup from up to 7 days to just 1 day. The platform enabled 80% faster results delivery and 10x more precise investment decisions.
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Splunk helped the Metropolitan Police Service detect 298 ICT breaches in one year. The solution saved 4,768 hours of work... and freed up 8 staff members. Manual audit investigations now take 16 hours less on average. Splunk’s data platform enables real-time monitoring of internal activity. This supports compliance, governance, and public trust. The police force now acts faster to stop misconduct and improve transparency.
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Fulcrum helped the Santa Barbara County Fire Department move from paper to digital inspections. Inspectors increased their daily inspections from... three to twenty using Fulcrum’s mobile data collection platform. Real-time monitoring improved resource allocation and inspection coverage. In 2019, the department completed over 90% of defensible space inspections. Fulcrum’s solution boosted efficiency and wildfire preparedness for the community.
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Salesforce helped Thames Valley Police and Hampshire & Isle of Wight Constabulary launch a self-service portal for victims. Citizens can check... case status and message officers directly. The portal led to a 15% improvement in CSAT score and £1.4M in cost avoidance. Contact center call volumes dropped by 10%. The solution was built and deployed in just 15 weeks.
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Los Angeles County used COAT to track COVID-19 case trends. The county saw a big drop in new cases, then... a large spike. COAT helped quickly find and study these changes. In one week, LA County reported 47% of new cases in California, even though it has 25% of the state's population. The case shows how fast things can change during reopening.
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Sportsman's Warehouse needed a new consent management platform before Black Friday. They chose DataGrail for fast implementation and strong compliance.... The team launched in two months, handling a 40% increase in website traffic with no impact on page speed. DataGrail Request Manager also helped automate rising data subject requests. The solution improved accuracy and user experience for both compliance and marketing.
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Hullabalook’s Room Creator helped The Roost improve online product visualisation. Shoppers can now design rooms and see products together before... buying. The tool lets customers mix and match items, boosting confidence in cross-category purchases. The Roost uses Room Creator for marketing content, saving on new photography. This technology increased product discovery and helped drive more sales across categories.
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Nexla helped Poshmark integrate customer support data from Desk. com into Looker. This eliminated manual spreadsheet updates and saved hours...each week. Poshmark gained real-time access to support KPIs for better staffing and planning. The analytics team can now build dashboards and analyze trends without engineering help. This improved customer service and empowered the team to focus on community experience.
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CarMax used Reltio to create a 360-degree view of its customers. The platform unified data, systems, and technology into a... connected format. This helped CarMax move new customer experiences from experiment to scale quickly. Reltio’s intuitive product and responsive team enabled fast feature delivery. CarMax improved customer experience and scaled operations without extra dependencies.
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Square 9's GlobalSearch, GlobalCapture, and TransformAI helped the Dutch Group automate accounts payable and reduce manual invoice processing. The company integrated... Square 9 with their ERP, PDI, to eliminate data silos and improve financial visibility. Staff now quickly find invoice and payment information, saving time and reducing errors. AI-powered document capture increased accuracy and freed pharmacists from manual data entry. The Dutch Group reports positive feedback and greater efficiency across accounting and pharmacy operations.
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BayFirst Financial used SmartVault to replace risky, outdated email-based document sharing. The bank now opens and manages accounts faster with... secure, digital workflows. Employees and customers use SmartVault’s client portal and eSignature for easy, safe document exchange. Back office teams collaborate better and manage legal files without mailing zip drives. SmartVault’s security controls help BayFirst protect sensitive data and improve customer service.
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Family Trust Federal Credit Union used Lotame Analytics and DashHound insights to boost loan growth during a period of rising interest rates. By combining first-party... data with trusted sources, they developed targeted personas for precision marketing. This approach led to a 100% increase in total conversions and a 40X rise in brand awareness from the first to the second half of the year. The credit union also saw a 21% increase in loan applications and a 25% rise in new memberships in Q1 year-over-year. Persona-driven campaigns helped Family Trust better understand and engage their ideal customers.
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Ademero's AI platform helped Global Trust Bank cut fraud losses by 85%. The bank saved $47 million each year and... improved detection accuracy to 99.3%. False positives dropped by 62%, making customers happier. Detection speed jumped from 18 hours to just 47 milliseconds. Fraud teams now solve cases 73% faster. The bank also achieved 100% compliance with no regulatory fines.
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Ataccama helped Lloyds Banking Group improve data quality and trust. The bank used Ataccama’s platform to set up standardized data... controls and a producer/consumer model. Teams now profile and validate data, quickly finding issues like duplicates or missing fields. This shift supports compliance and lets engineers act fast when data falls below standards. Lloyds is building a data-first culture, moving from assumptions to assurance, and preparing for advanced anomaly detection.
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A large bank used Privacy by Design principles to protect customer data. The bank ran regular privacy impact assessments for... new services. It used strong encryption and strict access controls. Employees got training on privacy practices. The bank kept privacy policies clear and updated. These steps helped the bank keep customer data safe and build trust.
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BlackBerry AtHoc helps the American Red Cross manage crisis communications for disaster relief. The platform supports over 36,000 people and... is used for every deployment, totaling 20,000 deployments a year. AtHoc sends automated instructions, safety alerts, and workforce care surveys to responders. The Red Cross sent over 2,000 alerts and 100,000 unique messages annually using AtHoc. This technology keeps relief workers safe and improves coordination during emergencies.
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TechnoServe used Dimagi's tools to improve monitoring and evaluation across 30 countries. They reorganized their team and built a suite... of products to capture, manage, and analyze project data. This change cut implementation time for new processes by half. In five years, they reached nearly 500,000 beneficiaries in Latin America, Africa, and India. The solution supports projects in agricultural extension, logistics, and small business sectors.
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forms. app helped Christie Ossington Neighbourhood Centre go paper-free. The team replaced manual intake and admin processes with digital forms....Staff now collect e-signatures and attach PDFs directly in forms. Conditional logic and scheduling make forms easier for clients and staff. The switch reduced paperwork and errors, making daily work smoother. CONC rates forms.app 9 out of 10 for satisfaction.
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Optix by Mindwrap helped Heifer International automate donation processing. The system uses custom batch scanning and integrates with legacy systems.... This improved productivity by 40%. Staff can now focus more on donor relationships. The solution supports Heifer’s mission to end hunger and poverty.
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BangDB Lead Sell App automated all lead collection for a business owner. The app tracked user sessions, IP data, and... form analytics in real time. Premium leads were identified and sent directly to the CRM. The client could resell leads using email, WhatsApp, or a custom platform. Automation and analytics improved conversion strategies and created new revenue streams. Data-driven reports helped the client make better decisions.
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Lockheed Martin used infoRouter document management software to manage a 55,000-page proposal. The software automated review cycles, improved version control,... and ensured RFP compliance. Teams used workflows to lock documents during reviews, reducing mistakes and saving time. The process increased accuracy and helped meet strict deadlines. A Lockheed Martin representative reported a big improvement in workflow and fewer errors.
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Sumeru uses Affinity to improve their business processes. The case study does not provide details about the specific challenge Sumeru... faced. It also does not describe the solution or results in detail. There are no metrics or customer quotes included. The focus is on Sumeru's use of Affinity for their operations.
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Binfer helped a client with an auto updater for their application. The client had their app on many computers around... the world. Upgrading the app was hard. Binfer provided a solution to make updates easier. This improved the upgrade process for the client.
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Globo used Google Cloud to modernize its media production. Cloud migration enabled Globo to run complex projects at lower costs... and decentralize operations. The company hosted over 50 live events in 2021 using cloud-based Live Production. Automation with Vision AI and Video AI streamlined metadata extraction and reduced manual work. Security and scalability improved, letting Globo handle more productions with fewer resources.
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Stringers use Digital Pigeon to send large video and image files quickly from the field to editing rooms. The platform supports... high-resolution formats like 4K and 8K, ensuring file quality and fast delivery. Stringers value the branded showcase portals and instant media previews for clients. Digital Pigeon’s mobile app lets them manage uploads and forward files on the go. Users report faster transfers compared to other platforms, making it easy to meet tight deadlines.
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Navegg Publisher DMP helped Agea run a targeted display campaign for Gran DT across Clarín and other network sites. The campaign used... audience segmentation for men aged 18 to 35. Segmented ads showed a conversion rate increase of up to 836% compared to non-segmented ads. The overall conversion lift was 136%. The campaign outperformed Adwords by over 500% and Facebook by over 30% in conversions. Agea used Navegg to analyze audience data and personalize campaigns.
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Workato helped オンワードホールディングス automate product master creation. Manual Excel processes caused errors and slowdowns. Workato integrated kintone and Box, syncing... data to overseas factories. This cut master creation time and steps by 50%. Input errors dropped and 83% of sync errors were fixed. Order entry time fell from 20 to 3 minutes. The company now handles data integration in-house, saving costs and improving flexibility.
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Semarchy xDI helped Chantelle Group modernize its data infrastructure. The company integrated over 1,500 interfaces across multiple brands and systems.... Semarchy enabled faster development and unified data from 10,000+ points of sale. Chantelle improved product data management and forecast accuracy. The solution supported their shift to omnichannel retail and enabled advanced analytics.
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Mapp Marketing Cloud helped Peacocks, a UK fashion retailer, fix a big email deliverability problem. Microsoft open rates had dropped... from 50% to 9%. Mapp cleaned legacy data, added real-time email verification, and created special segments for Microsoft addresses. They also improved list hygiene and reactivation journeys. Open rates rose to 60-70%. Revenue per 1000 sendouts increased by 54%. Attributed revenue grew by 2%.
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ComSci helped PPG Industries improve IT cost visibility. Managers now track spending and validate charges with dashboards. The solution replaced... a legacy system, making data more accurate and easy to use. PPG uses ComSci modules for billing, demand management, and analytics. This led to better control of IT consumption and reduced overall spend.
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MIOsoft helped a B2B OEM manufacturer launch a direct sales team by cleaning and matching customer data from over 1,500 reseller partners. The manufacturer struggled... with incomplete and inconsistent data, plus internal bureaucracy. MIOsoft built a solution that connects to Salesforce via API for real-time data processing. The system uses fuzzy matching and manual verification to ensure accuracy. The client avoided extra costs by not needing third-party data enrichment.
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Kiteworks integrates with SAP to help The Linde Group automate billing and proof of delivery processes. The company improved successful... POD distribution from under 70% to over 99%. Kiteworks enables secure, on-demand access to invoices and delivery documents for customers. This reduces paper billing, speeds up revenue recognition, and streamlines customer service. Linde now delivers large, confidential documents quickly and securely, enhancing customer satisfaction and operational efficiency.
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Alpine Industries used Docparser to automate manual data entry into their ERP system. Before, staff spent hours entering data from... PDFs like invoices and purchase orders. Now, the accounts team parses documents into Google Sheets and uploads them to the ERP in under five minutes. Customer service also saves hours daily by automating shipping updates and invoice tracking. Docparser's user-friendly interface and strong customer support helped Alpine Industries scale document processing without extra effort.
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Mattel used Tubular Labs to analyze the social video landscape and improve content strategies. They identified which video formats and... topics resonated with different audiences. This led to a 42% increase in social channel growth, from 3.3B to 4.7B views in one year. Barbie’s YouTube channel grew 36%, with a 14% rise in product sales. Hot Wheels channels saw a 66% increase in views and a 7% sales boost. Tubular Labs helped Mattel become one of the top 10 most-watched brands globally.
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Mammoth helped Arla Foods unify sales data from 17 countries. Before, Arla spent 20 days each month on manual spreadsheets.... With Mammoth, they automated data workflows and used real-time dashboards. Reporting time dropped by 55%. Teams now access live, trusted data without IT help. Arla saw a 1.4x increase in ROI from streamlined operations.
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Shokz used The Trade Desk to run an omnichannel campaign in Japan. The campaign combined digital out-of-home, connected TV, audio,... display, and online video. Shokz saw a 45% increase in sales conversion rate and a 54% uplift in add-to-cart rate. Brand awareness rose by 19%. The campaign reached millions through multiple channels and proved that upper-funnel media can drive measurable business results.
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Put It Forward helped Sound United automate 100% of its customer experience processes. The company integrated 9 systems, including cloud,... custom, on-premise, and IoT devices, using a no-code solution. In just 3 months, Sound United deployed integration, analytics, and predictive analytics capabilities. This automation eliminated manual work, aligned marketing and sales, and improved customer engagement. Sound United gained deep customer insights and delivered a consistent experience across channels.
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TrainAI by RWS helped a global consumer technology brand build an AI-powered video storytelling feature. The challenge was to train... the AI with data in 20 languages, covering complex grammar and edge cases. TrainAI generated 100,000 structured synthetic data objects, enabling fast, accurate multilingual AI training. Human validation and prompt engineering improved English pass rates from 15% to 99%. The project delivered a reusable framework for future AI initiatives.
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Airbyte helped BetterSaver unify customer data from HubSpot, Intercom, Facebook, and Instagram. The team replaced manual Python scripts with Airbyte's... APIs and connectors, integrating data into Google BigQuery. This gave marketing full visibility into the customer journey and improved campaign analysis. The solution is secure, easy to use, and saves time. BetterSaver no longer needs to hire a data engineer, reducing costs for the startup.
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bpmEdge BPMS automated Niyogin Fintech's incentive management and purchase order processes. The solution integrated with their loan origination system to... calculate and pay incentives to partners across India. It used business rules and a decision matrix for accurate payouts and multi-level approvals. Automation reduced manual work and errors, speeding up both incentive and purchase order processing. Partners received timely payments, and staff spent less time on paperwork.
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Canaccord Genuity used Datasite Diligence to manage buy-side deal processes. Traditional information request lists in Excel or Word slowed progress... and lacked real-time updates. With Datasite Diligence trackers, the team tracked requests in real time and linked files directly to requests. This made answering requests faster and more organized. An associate reported saving about a third of their time using the feature.
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