Custom CRM

julian Data Security, PII, Rules Engine, Web Development, Workflow Engine

Wells Fargo needed a solution to drive inside sales for their account managers – SOCT was the solution that delivered unparalleled results. The Challenge Define and deliver a solution that increased inside sales and account penetration for their top tier client base. Knowing your clients needs and advising them proactively while achieving unmatched results is critical to client retention and …

Insurance Underwriting

julian Cloud Development, Cloud Hosting, Data Security, Document Management, PII, Rules Engine, Web Development, Workflow Engine

Mountain America Credit Union need an integrated solution to help their personnel offer and deliver life insurance to their clients. The Challenge Define, deliver, and maintain a cost effective and secure web application that makes it easy to quote and underwrite life insurance policies within six months. The Process Gather detailed requirements, publish UI mockups, document and approve user acceptance …

Equipment Usage & Maintenance Optimization

julian Cloud Development, Cloud Hosting, Data Security, Rules Engine, Web Development, Workflow Engine

Acuity Performance Management is all about collecting, reporting, and analyzing heavy equipment maintenance and performance data in an effort to optimize equipment usage. The Challenge Gather data from Phelps Dodge, run analytics to optimize equipment usage and build a solution to help automate the process so that operations and maintenance managers can identify and deploy necessary changes that deliver anticipated …

Campaign Management

julian Cloud Development, Cloud Hosting, Creative, Data Analytics, Data Security, Data Warehousing, Document Management, DSS, Inspiration, Mobile Development, PII, Predictive Dialer, Rules Engine, Social Media Integration, VoIP, Web Development, Workflow Engine

EagleOps is a political campaign management system with tremendous ambition and far reaching impact for candidates and their teams. The Challenge Define and deliver a campaign management system that empowers campaign staff to leverage volunteers in an effort to efficiently identify favorable voters (voter ID) and inspire them to vote in the election (Get Out The Vote). Traditional methods require …