Business Management Services

This customer is a prominent business management firm, based in California servicing the business needs of busy professionals and entertainers. They specialize in handling their clients complete business affairs, including asset and cash management, investments, trusts, corporations, tax planning and tax preparation. All financial related statements and documents, from each of their clients, are delivered directly to the management company for processing.

Their custom enterprise application is built upon Dynamic's dL4 development language. Running on SCO Unix, their system supports 128 concurrent user sessions, plus an unlimited number of document requests from the web.

The Challenge

Each month, after all documents are processed, invoices and bills paid, bank statements reconcilled, etc., detailed financial reports are prepared for each client. Many clients and families have numerous corporations and business entities. Reports proceed through a multi-step approval process, first by the account manager, the CPA and finally the partner responsible for the account. At each step, corrections can be made, or the documents can be sent back in the approval process. After all approvals are obtained, printed and bound copies of the financial documents are mailed to the client.

This customer consistently exceeds their clients expectations and has no hesitation in adopting new technology which increases customer service and satisfaction. They wanted to move to a more paperless system, whereby reports and documents could be archived and printed at any later date. Furthermore, they wanted to implement an electronic document approval process and eliminate the mailing of sensitive financial information to their clients.

The Solution

Dynamic proposed and developed both an intranet and extranet application, combining the technologies of dL4 and dynamicXport. An internal web-based workflow application was created, allowing monthly financial documents to be generated by dL4 and then approved through a browser interface. After final approval, clients automatically receive an email informing them that their reports are available online.

Through the security afforded by dynamicXport, all customer data and reports remain securely behind the firewall at the corporate offices. A front-end web server, co-located in Dynamic's data center, provides individual client logins to review financial documents. Senior staff are also able to use the web interface to review and approve client documents when they are away from the office.