Financial Services

CLIENT NEED

A financial institution and credit card services provider sought to reduce overall full-time equivalent staffing levels to the fullest extent possible without sacrificing customer service and satisfaction. The decision was made to allow the company to focus less on IT issues and more on its core competencies and new business initiatives. As a result, knowledge transfer of existing associates was essential during this shift.

PLANIT Technology Groups INVOLVEMENT

PLANIT Technology Group was chosen over larger outsourcing companies because of our flexibility to allow the solution to be adaptable based on demand. PLANIT Technology Group was committed to working with affected employees, retaining 100% of identified associates and building a recruiting engine to scale to demand. PLANIT Technology Group standardized overall network operating procedures to meet governances placed on the business.

BENEFITS ACHIEVED

The company's partnership with PLANIT Technology Group was proven to be a resounding success, as the client has:

• Currently grown the team from a target of 15-18 to over 50
• Successfully managed a 300% increase in project demand
• Several years later, no project had gone into "high risk" status under our watch