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PARTNERING SERVICE DELIVERY AND PROJECT MANAGEMENT TO MAXIMIZE EFFICIENCY

Alloy solves the identity risk problem for banks and fintech companies. They help clients onboard their customers, make credit decisions and monitor transactions in a way that maximizes conversion, minimizes fraud and compliance risk, and reduces manual intervention.

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INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.

FINTECH

MID-MARKET

UNITED STATES

FINANCIAL SERVICES

600

129% GROWTH

Increased company headcount

INCREASED CAPACITY

Project managers can now manage 12-20 projects

DELIVERY

Services can delivery larger programmes of work in the same time

THE CHALLENGE.

Alloy found the manual effort for their services team was too high. This paired with a lack of reporting capability on key KPIs and metrics meant they could not see launch times and patterns in delivery. The services team grappled with an overwhelming manual workload, causing a substantial bottleneck in operational efficiency

OUR SOLUTION.

Precursive helps Alloy to build and refine project templates over time, ensuring streamlined processes, improved efficiency, and consistent delivery of high-quality results for future projects.

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OPPORTUNITY CREATION
Manage customer data

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LEAD MONITORING
Forecasting and nurturing leads

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QUOTE MANAGEMENT
Sales of products and services

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PROJECT MANAGEMENT
Schedule & manage teams, allocate activities & tasks

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CAPACITY PLANNING
Manage teams, forecast capacity crunches, automate notifications

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REVENUE MANAGEMENT
Monitor budgets & costs, recognise revenue, track T&E

PRECURSIVE IMPACT.

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Greater transparency with Precursive's time tracking

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Higher AOV with continued consistent delivery times

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Greater visibility for customers with detailed project plans

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"Precursive helps us to manage projects globally using simple to use tools on the Salesforce Platform. Our PMO has visibility of all projects and we are seeing improved project timelines, finding efficiencies and reducing our costs in delivering projects."

JAMES ASHTON

DIRECTOR OF PROFESSIONAL SERVICES

TRY PRECURSIVE SOFTWARE NOW TO
FORECAST
. DELIVER. GROW.