Oct 27, 2022
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A Customer Portal for a Consulting Firm
Completed

A Customer Portal for a Consulting Firm

$75,000+
7-12 months
Belgium
6-9
view project
Service categories
Service Lines
Software Development
Domain focus
Banking & Financial Services

Challenge

Van Havermaet aspired to provide its employees and customers with a collaborative workspace for exchanging information as well as sharing and managing documents. Partnering with Brimit, the customer wanted to enable employees and clients to manage documents in a manner that was collaborative, transparent, and secure. In addition, Van Havermaet needed a document processing system that would digitize and optimize the KYC procedure.

Solution

Microsoft 365 was chosen as the core of the new system. This platform can easily provide business owners with a bundle of essential tools for its employees and customers to use daily in a unified environment.|| Improved the KYC procedure ||Brimit’s team delivered a sophisticated customer acceptance module that enables Van Havermaet’s employees to conduct KYC by assessing a client’s credibility and estimating risks of engagement with a particular client.|| A unified dashboard and a calendar ||Brimit enabled both Van Havermaet and its customers’ employees to see active tasks and the number of documents to process, as well as collaborate on documentation, in a single dashboard.|| An efficient, collaborative workspace for employees and customers ||

Results

Now, Van Havermaet's clients have a collaborative space for sharing information with their employees in a transparent yet secure manner. The system is capable of handling documents and communication for 50,000 customer accounts. The clients get a unified view of all the accounting documentation, as well as any other related information, in a single dashboard.