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Success Stories

Unitrac CRM Project Management

Improve customer service, sales performance, and marketing efficiency through the integration of a custom software application designed for desktop utilization.

Project Accomplishments

  • Business requirements process completed for both software and hardware.
  • Formal data modeling techniques introduced into technical design process.
  • Project management used to control scope and deliver product enhancements on time.

Project Synopsis

CTS played a project management role in the implementation of Unitrac for the Retail Servicing, Marketing, and Sales groups for a major mutual funds investment company in Chicago. Unitrac is a client/server application developed by SalesPage Technologies, Inc. (formerly Unitrac Technologies, Inc.), and is designed for contact management, call tracking, sales reporting, and marketing. The Unitrac system is created in a Rapid Application Development environment, based on the custom requirements expressed by the client. CTS lead the development of user requirements, business rules, functional specifications, design, infrastructure development, data conversion, reports development, and implementation. CTS worked very closely with Unitrac to integrate their NT application along with a Microsoft SQL Server repository and the Argent job scheduling management system in order to process inbound data from transfer agencies, produce outbound literature requests, and manage shareholder and prospect accounts. Unitrac was to be a replacement system for an existing legacy system that had a mandatory Y2K sunset. CTS was successful in bringing the Unitrac system into production within this strict timeline, so that the mutual funds retail servicing division could continue to serve shareholder and prospect needs.

Technologies

C; SQL; Windows; Argent JSO; MS Project; Access; Visio; MS Office; SQL Server; Crystal Reports