Intranet hub for financial advisors

Before development:
A finance consulting group utilized the services of dozens of their partners (financial advisors), coordinating their everyday engagement with clients. Tools: Office 365 services (to manage documents, file storage, meetings, chats), other business platforms for different internal tasks. Each used platform involved significant costs.
The main daily workflow involved collaboration with customers, monitoring of advisors, collecting masses of personal information from clients, data analysis, data reports, internal and external communications and meetings. History of Activities was managed manually, analysis and financial calculations were performed in Excel spreadsheets. Reports have been assembled manually based on the collected spreadsheets increasing the total numbers of circulating papers and documents.
In addition to the main workflow, other business activities such as, for example, an informational vlog, required management resources and were managed in the same way.

After:
* Portal design: An operational hub was built based on the Bitrix24 Self-Hosted edition. The entire database of clients and related workflows was migrated and deployed over a structure of deal pipelines, contact and company cards and smart processes. Different business activities were settled across pipelines heavily loaded with automation rules.
* Internal and external communications: Open channels and CRM forms were designed to process entry-level clients directly from the corporate website to the CRM database; workgroups were designed to accommodate current clients and provide them with personal profiles as external users of the hub; tasks templates were automated and distributed among the company structural units to simplify client processing and business routines. Bitrix chats and Drive replaced Office365 analogues, videoconferences became the main tool of daily communications within the team and to reach out to the clients.
* Data analysis: an extensive network of business processes was build over the workgroups module to conduct client data banks analysis and required financial calculations.
* Data reporting: numerous reports were designed and deployed to cover different business needs (from client statements of advice to revenue reports), involving such tools as business processes, CRM document generator, CRM Analytics dashboard and CRM reports.

Conclusion:
* Bitrix24 allowed the company to transfer the entire field of operations onboard. Switching has reduced business costs significantly, as it allowed to leave several expensive tools and platforms and replace them with standard Bitrix24 modules.
* The team obtained a shared space to collaborate and control their personal and group activities, with many of them being automated and simplified.
* Flexibility of business processes and access to open source of the self-hosted edition allowed to adjust and customize client information dashboards and reports based on it, providing with required business documentation within several clicks.


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