Equality Asset Management is a growth-focused private equity firm. Their mission is to build exceptional companies by providing strategic and operational support. They focus on helping founders build great companies through a combination of equity capital, operating support, and strategic guidance. Read on to learn how they can help you build great companies. Read on to learn how their solution helps Equality Asset Management grow. And, don’t miss our blog for more tips! We will be publishing more articles soon!
CloudFronts team helped Equality Asset Management upgrade Microsoft Dynamics 365 for Customer Engagement
Equality Asset Management needed to improve their document management process, and the CloudFronts team was happy to help them upgrade their system. Before upgrading their customer engagement solution, they were using a classic Dynamics 365 CRM interface that was cumbersome and difficult to use. To provide a better user experience, the CloudFronts team redesigned the platform and moved Equality to a Unified Interface. This new system works on any device, and all relevant files are stored in SharePoint. Unlike their previous system, this new version eliminates manual work, lack of standardization, and other problems.
The Equality Asset Management team went live with their new platform on 14 February 2019, allowing them to access the same functionality from a mobile device or tablet. This has increased their overall efficiency. Additionally, the SharePoint Integration enabled the team to automatically manage their pipeline data and generate weekly reports without the use of any third-party applications. After upgrading their system to Microsoft Dynamics 365 for Customer Engagement, they’re ready for their next big challenge.
CloudFronts team helped Equality Asset Management meet regulatory requirements
Equality Asset Management needed a unified business platform and a centralized document management system. CloudFronts’ team teamed up with Equality to develop a solution that would allow the company to meet regulatory compliance requirements while maintaining an intuitive user interface. The solution also provided Equality with a streamlined document management process, eliminating manual work and the need for inconsistent document management practices. The results speak for themselves!
The Equality Asset Management team went live with revamped platforms on 14 February 2019. The company’s employees now have access to the same functionalities on their tablet and mobile devices, increasing their working efficiency. The company can now also automate pipeline data management and generate weekly reports without third-party applications. In addition, CloudFronts has provided the team with a centralized, secure data management environment, enabling the team to avoid reliance on costly third-party applications for data storage and management.