How Dynamisch Empowered a Quantitative Investment Firm & Streamlined Success
Client Challenge
A leading quantitative money management firm with over $8.5 billion in assets and a 22-year track record faced limitations with their existing investment platform. Their growing needs and evolving strategies strained their internal tech team, hindering revenue generation. The platform’s user interface also needed a refresh for a more intuitive experience.
Paper Reliance -
The existing system, dependent on physical materials, lacked flexibility and scalability.
Limited Reach -
Paper-based tests restrict access, hindering efficient CVD diagnosis in various settings.
Data Inaccessibility -
Paper records make data collection and analysis cumbersome, hindering research and development efforts.
Lack of HIPAA Compliance -
Patient data security is paramount. The new platform needed to meet strict HIPAA regulations.
Solutions Offered
The firm partnered with us to leverage our expertise in the Microsoft .NET MVC framework. We assembled a dedicated team to tackle the challenge with the following plan:
Intuitive Alert Management
Effortlessly create and manage alerts with an intuitive user interface. Simply define the alert criteria, set notification preferences, and our system handles the rest.
Dynamic Alert Triggers
Flexible Criteria: Set dynamic criteria by choosing any standard or custom field from any Salesforce object to trigger alerts.
Complex Logic: Build complex alert logic by combining multiple criteria with “AND” or “OR” operators to tailor alerts to specific needs.
Personalized Alert Notifications
Receive timely and relevant alerts with dynamic content in email templates. Use merge field patterns to customize notifications with specific information, ensuring that the right people get the right information at the right time.
Automated Resolution Processes
Streamline the workflow with automated resolutions. Select resolutions in plain language to trigger batch classes or approval processes, reducing manual effort and accelerating response times.
Real-Time Status Updates
Stay informed with real-time updates on the status of set alerts. Track the progress of each alert, from creation to resolution, and receive immediate notifications when key milestones are reached.
The Results Speak For Themselves
- Robustness and scalability to handle even the most demanding workflows.
- An intuitive user interface designed for a seamless user experience with natural language interaction.
- Industry-agnostic functionality adaptable to any business with minimal coding required for configuration.
This solution empowers the startup to stay on top of critical data points within Salesforce, enabling faster decision-making and improved operational efficiency.
The Impact
This project transcended mere technological development. It redefined CVD diagnosis, offering tangible benefits:
- Enhanced Accessibility – Ophthalmologists gained convenient access to a reliable CVD testing platform, improving patient care delivery.
- Streamlined Workflow – The platform facilitated efficient test administration, scoring and reporting, saving valuable time for medical professionals.
- Improved Data Collection – Secure data collection and analysis empowered researchers to gain deeper insights into CVD, paving the way for advancements in diagnosis and treatment.
- Revolutionized Industry Standard – The platform presented a new standard for CVD diagnosis, contributing to the overall improvement of patient care within the ophthalmology field.
