CASE STUDIES

Platform Transformation To Modernize CRM Tasks

Our bank client uses a proprietary platform, to manage their sales, onboarding and account services. This allows our client to have an end-to-end flow of information on prospecting to customer onboarding and upselling. Through the consolidation of activities, their platform has enabled the bank to train branch representatives on one application. Their platform also ensures […]

February 13, 2019

Software Transition & Enhancements for Wire Transfer Service

A large financial institution wanted to replace their SharePoint functionality in their Wire Transfer service with a .Net solution and complete a series of enhancements to the Wire Workflow application. Y&L was chosen to undertake this transition as well as make the following enhancements: Require double confirmation on Email Wire requests with New Beneficiaries and/or […]

RPA Solution for VROL and Wire Settlement Processes

One of the largest banks in Texas had a pressing need of having an automated solution for Visa Resolve Online file (VROL) and Wire Settlement processes which were both being performed manually. The bank was looking for a solution that would address the following: High amount of manual work with complex processes that are prone […]

Southwest Research Institute

CLIENT: SOUTHWEST RESEARCH INSTITUTE Southwest Research Institute® (SwRI®), is one of the oldest and largest independent, nonprofit, applied research and development organizations in the United States. SwRl’s 11 technical divisions offer a wide range of technical expertise and services in such areas as chemistry, space science, nondestructive evaluation, automation, engine design, mechanical engineering, electronics and […]

January 30, 2019

Large Scale Software Upgrades

Software upgrades are inevitable. In attempting this type of overhaul, it’s important to document the challenges and create a solid plan to ensure that you achieve your upgrade performance improvement objectives. Y&L Consulting recently helped the Argo Group with their SharePoint migration and performance optimization. Challenge:  Argo used SharePoint as a file storage and collaboration […]

January 24, 2019

Y&L Healthcare & Pharma

Healthcare strategies and technologies that reduce costs and enable the organization to bring new operating models to scale while leveraging financial and clinical information to drive performance and quality are in high demand. Healthcare stands to derive the greatest benefit from digitally capturing, storing and harvesting patient data. Data analytics can be used to uncover […]

November 9, 2018

Office of Consumer Credit Commissioner

CLIENT: OFFICE OF CONSUMER CREDIT COMMISSIONER OCCC is a Texas State Agency that works to ensure that the non-bank financial services industry that it regulates provides compliant financial and consumer credit products. It ensures that this multi-billion dollar industry adheres to various laws regulating financial transactions as well as to educate both the financial service […]

Clarity CGC

CLIENT: CLARITYCHILD GUIDANCE CENTER Clarity child guidance center (Clarity) is a not-for-profit health care organization (HCO) that provides mental health care to children. It has the largest staff of psychiatrists, psychologists, therapists, nurses, and mental health counselors specializing in treatment of children ages 3-17 in the region. Clarity provides multiple services that include outpatient services, […]

NuStar Energy L.P. Help Desk

CLIENT: NUSTAR ENERGYL.P. NuStar Energy L.P. is a publicly traded, limited partnership based in San Antonio, with 8,433 miles of pipeline; 84 terminal and storage facilities that store and distribute crude oil, refined products and specialty liquids; and two asphalt refineries and a fuels refinery with a combined throughput capacity of 118,500 barrels per day. […]

Information Management PERFORMANCE PORTFOLIO

Client: Solar Turbines, Inc. COMPANYPROFILE: Solar Turbines, Inc., a wholly owned subsidiary of Caterpillar, Inc., designs and manufactures industrial gas turbines for on- and off-shore electrical power generation, for marine propulsion and for producing, processing and transporting natural gas and oil. PROJECT DESCRIPTION: Report migration due to legacy data warehouse retirement ENVIRONMENT: BaaN Data Warehouse, […]

November 8, 2018

Information Management PERFORMANCE PORTFOLIO

Client: Cintra COMPANYPROFILE: Cintra Toll Services (CTS) is one of the most innovative developers of transport technology infrastructure and is currently supporting multiple tollway concession companies across the US. PROJECT DESCRIPTION: BI report and dashboard development ENVIRONMENT: OBIEE, Oracle BI Interactive Dashboard, Oracle BI Publisher, Performance Tuning SUMMARY: The Y&L Information Management group was selected […]

Information Management PERFORMANCE PORTFOLIO

Client: Construction Specialties COMPANYPROFILE: Construction Specialties manufactures and sells specialty architectural products internationally, with over 30 locations in 20 countries worldwide. Its products include interior wall and door protection, entrance flooring, expansion joint covers, louvers, grilles, sun controls, specialty venting and privacy track/curtains. The company serves architects and designers, building owners, facility managers and contractors. […]