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.
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.
OPPORTUNITY CREATION
Manage customer data
LEAD MONITORING
Forecasting and nurturing leads
QUOTE MANAGEMENT
Sales of products and services
PROJECT MANAGEMENT
Schedule & manage teams, allocate activities & tasks
CAPACITY PLANNING
Manage teams, forecast capacity crunches, automate notifications
REVENUE MANAGEMENT
Monitor budgets & costs, recognise revenue, track T&E
PRECURSIVE IMPACT.
Greater transparency with Precursive's time tracking
Higher AOV with continued consistent delivery times
Greater visibility for customers with detailed project plans
"What drove it for us was Precursive's integration with Salesforce, solved both problems - incorporate project plans into the Salesforce ecosystem and access to existing data, i.e. revenue of each client. In addition to that, the ability to share information out easily through Salesforce dashboards and reports. We know that the data is reliable. It allowed us to scale, and we now have 10 implementation managers managing over 100 implementations at one time."
JAMES ASHTON
DIRECTOR OF PROFESSIONAL SERVICES
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
