Onboarding Private Banking Clients using Sugar
We helped a midsize regional bank implement Sugar with a focus on onboarding and managing their private banking clients.
Read MoreWe work very closely with you to determine your use cases and goals, and to transform your ideas into technical specifications for our developers.
Learn MoreWhen it comes to software consulting, our industry expertise and software experience enable us to bring out the best from your software’s standard functionality.
During the Design & Implementation phase of your project, we will work very closely with you to determine your goals and use cases, and we will transform your ideas into detailed technical specifications for our team of developers.
Our team has completed over 1,000 software implementations, so you can rest assured our team will use industry specific knowledge to guide your deployment.
Our team of problem solvers will work creatively to come up with innovative solutions to your business problems.
We’ll maximize the use of the software platforms standard functionality and then customize the rest.
We will diligently spend time reviewing your requirements so that we can create technical specs for your project that meet your expectations.
"The solution design document is your guide and W-Systems guide to how we are going to meet the needs uncovered during the discovery process. It’s a guide book for translating your business needs into technical specifications that developers can use."
“When implementing a CRM platform, we often strive for a garden mentality—If you just buy a bunch of seeds, throw them in the dirt and walk away, you aren’t going to get much fruit back from that garden. It’s not just about the deployment, but the ongoing work of watering, weeding and turning over the soil. It’s the constant attention to the garden that is going to produce the most fruit.”