J&A Holding is a banking correspondent. It needed pricing intelligence that could keep up with a dynamic market, where the strategy changes every day and there was a lot of manual work.
The Challenge
“They were transparent with their project management and they're agile with their solutions.”
The Solution
BIX built an online system for searching and entering results, querying specific information to speed up decision-making. The detailed scope is kept confidential by the client.
The project had weekly meetings and task tracking in Smartsheet.
Results
- Significant time savings on tasks that used to be manual
- Hours freed up for more strategic work
