>| Case Studies >> SIE - Select Information Exchange

Project: Revolutionizing a List Service Business into Leader Status Through Innovation

Client:
Select Information Exchange provides financial recruiting data and information to brokerage firms such as American Express Financial, A.G. Edwards & Sons, Ameritrade, Citibank Securities, Chase Manhattan, Fidelity Investments, Merrill Lynch, Morgan Dean Witter, Oppenheimer & Co., Paine Webber, Raymond James, Smith Barney, and Wells Fargo.

Business Challenge:
Modernize the company’s work flow process and customer experience from a manual internal system to an automated Internet-based system that can be accessed by company staff and clients themselves.

Zynergy Solution:
After 34 years in the business SIE had accumulated many manual processes and systems to accomplish their core services. The question Zynergy needed to answer was, "Is the most effective system being used and could they improve their position through Internet-based solutions and automation?" After Zynergy conducted a research phase and an evaluation of the current procedures were conducted, Zynergy developed a prototype for the SIE team to review and make modifications to so it would optimally fit their needs. The prototype once approved was built into a system that took a client and internal team members through a transparent step process for building online lists in real-tome using a database that now resides on a dedicated server connected to the Internet. The system queries 600,000 records in a matter of seconds.

Business Benefits:
Improvements and advancements include:
• Lowered cost and time drastically for SIE
• Created a new service offering and provided a residual based business model
• Provided a method for clients to access the SIE system directly
• Allowed SIE to reposition itself as a leader in the market place once again
• Provided fast and reliable electronic communication tools for real-time interaction with clients

Technology Profile:
Zynergy used Microsoft .net technology. Macromedia Suite and Adobe Suite was used for site design, Microsoft Visio for site architecture, Microsoft Project for project management, a Microsoft SQL database was used for all content and asset storage, Windows Server 2003, and GroopZ.