Road Shows are part of the daily churn of business development activities at Investment Banks and Securities Brokerage Houses. These activities are often coordinated from within in the Organization's CRM system. However, due to the specific demands of the events often key items become hard to locate or coordinate especially when an executive is on the road often becoming an area of distraction from the key activity of the trip.
Services
that
integrate
seamlessly with your business
Today's businesses are under continuous pressure to reduce costs and improve productivity — to do more with less. Through our services, we help our clients leverage information and technology to improve their business performance. At Andesoft, we have adopted an integrated approach to technology services. Our teams are blended with a mix of on- and off-shore resources, and pull from five primary disciplines:
- Strategy
- Process
- Information / Data
- Technology
- User Experience
We provide a varied host of digital production and data services which include:
- Data management and reporting
- Business and competitor intelligence collection systems
- Sales Force Automation to achieve better market segmentation and campaign management
- Physician Targeting via Rx data collection and analysis
- Marketing Toolkits and Dashboards
- Web Portals, CMS, and CRM technologies
- Brand Plans and Brand Activity Calendars
We began working with major US Pharmaceutical companies providing them with ANalytics and DEsign (ANDEsoft) around the vast quantities of data ranging from Clinical Trials to Physician Targeting. Our experience with this and other major industries is in producing extremely accurate business intelligence from various sources of data, and combining this data with fast and critical reporting.
We focus on providing a different perspective to the reporting and user interface, which often translates to faster reporting combined with a user interface that can improve production and productivity. Members of our teams work together seamlessly throughout the project lifecycle to ensure that the right solution is delivered to our clients.
Technical areas of focus:
- .Net Desktop and Web applications
- Open Source PHP deployments
- DB Technologies
- System Architecture Design and Planning
- Data Migration
- Change Management
- Training
- Graphics & UI Design
- AMC and system maintenance services
Industry insights from some of our past projects
Insurance
The insurance brokerage group within a Fortune 500 company found its existing systems slow to react to market demands and mandated audit needs. They wanted to improve the usability of their policy booking system while integrating various allied activities like claims and accounting. We integrated the above with useful reporting for managers to drive up productivity.
Banking
A major bank needed a solution to effectively manage its investor relations conferences where upwards of 2000 meetings need to be managed over a period of 2-3 days. The criticality of ensuring the correct interactions with rapid response capability to last minute changes via a simple web and mobile interface makes this solution a must have for major banks.
Healthcare
Healthcare needs are significantly driven by local regulatory environments as well as geographical market circumstances. Our teams have worked extensively in US, European and Asian markets to provide you with the right levels of understanding of global best practices as well as local market insights. Physician Targeting to EMR management is a representative spectrum of our industry experience.
Clock Me In
Clock Me In is a customizable multi-platform Workforce Management product.
Distributed Workforce Management:A distributed workforce means employees physically
working in multiple markets or geographies,
like field sales or service reps, all needing to be supervised and coordinated.
Clock Me In allows you to centrally monitor and manage your entire team.
Comprehensive CRM Solution:
Clock Me In offers an integrated CRM solution covering sales, service, marketing and more,
helping organizations manage interactions in one centralized platform.
Cloud-Based Convenience:
Accessible from any device with internet, enabling collaboration and flexibility for teams.
Scalability:
Suitable for businesses of all sizes, from startups to enterprises.
Automation and Efficiency:
Automates repetitive tasks and improves productivity with intelligent workflows.
Analytics and Insights:
Robust reporting tools for data-driven decisions.
Inventory Management and Order Collection:
Manage inventory and collect field orders in real-time.
Loyalty App:
Includes branded customer loyalty app with catalog and payouts.
Customization:
Highly flexible to match business workflows.
API Integration:
Easily integrates with ERP, billing, and third-party systems.
Investor Conference Management Matrix
What is the Investor Conference Management Matrix (ICMM)?
ICMM is an event management tool which enables the host bank to smoothly schedule numerous meetings with rapid response times to real world changes as they occur. The application uses a complex algorithm to handle conflicts and presents the user with a very simple interface to manage their event.
ICMM is capable of handling multiple events simultaneously.
Corporate and Fund registrations capture the availability information for each individual participating for the event.
Multiple user-defined formats like 1x1, Groups and Main Track Presentation, etc can be managed seamlessly with user definable custom parameters to define each of these formats.
The Fund, the Fund Representative, and the Corporate Representative can be tiered in user defined categories to ensure that individuals of matching seniority are correctly matched.
A set of user definable algorithms allow event managers to make Auto Allocations to speed up the process.
Multiple methods of allocations for various meetings make the application highly flexible.
Meeting requests from fund representatives are collected along with preferences such as priority, availability and meeting format.
Reports assist users to make quick and precise decisions both before and during an event.
Additionally MIS reports provide various statistics on the meetings allocated, plus other key items that can be utilized for uses such as press releases and measuring event success.
The schedules generated can be directly sent to participants via email with a quick summary of their day.
Road Show Manager
Our Road Show Manager can interface with the main CRM of your organization to give users a simple one-stop solution that keeps all data, decision making and resource directories coordinated and readily available to the various participants on demand wherever in the world they may be.
The key automated features of the application are as follows:
- Creation of a Roadshow event. Marking it as a deal or a non-deal.
- Assigning a manager / owner for the same.
- Selection of geography for the selected dates
- Selection of the investors for the selected geography from a master list of Investors
- Creating a target list of these Investors and arranging them in priority based on the prioritization of the Investors
- Collection of comments from team members of Investment Bank / Broker for the selected list of Investors
- Intimation to team members about the final list of Investors selected
- Meeting requests to the investors for the roadshow event via email Communication in a customized format
- Updating responses from the investors (parallel views are available for use by Admin Assistants and Secretaries)
- Communication of the investor meeting request response to the select Investment Bank / Broker team members
- A page displaying meeting schedules per day of the event along with the empty slots if any
- Communication of the meeting Schedule to the company management / select Investment Bank / Broker team members over email along with Calendar marking for the Investment Bank / Broker Team and Company Management
- Communication to the investors about their meeting slots in email and / or outlook calendar entry
- Travel itineraries to the team members travelling along with the list of materials to be carried (presentations / CD / DRHPs etc)
E-Platform
The ePlatform is a powerful 1-stop Sales Force Automation Tool. The system combines Customer Relationship Management (CRM) functionalities with a powerful Content Management (CMS). This helps keep all customer interactions from planning to execution to reporting in 1 easy-to-manage place.
The ePlatform is a discrete configuration which can be installed on Users' laptops depending on their Roles. They are:
1. Sales Representative
This is the most typical field configuration to be used by the field force.
2. Sales Manager
This is identical in every way to the Sales Rep configuration with the added functionality for a manager to be able to review data of all for all the Customers assigned to the all Reps.
3. Content Manager
This configuration is typically a head-office configuration where multiple content managers can manage, index and publish new content that may be used by the Reps when interacting with customers.
Sales Representative / Manager Configurations
There are a number of attention modules that help users to perform the following functions:
- Tour Planning – This defines the individual Reps will plan out their work plan for the entire month ahead. The manager has the ability at this point to review the plan and suggest changes before the Tour Plan is finalized.
- Daily Calendar and Attendance Reporting – The daily calendar pulls up the plan for the day and allows the users to may changes to the activities completed or planned and then export those activities in order to be marked powered-to-do that work day.
- Customer Data – The Customer data feature all the Customers organized and segmented by role. Shortlist demonstration information is managed internally within the system on each individual Customer. Additionally, an influence matrix is created where the the Customer's interaction and level of influence over other Customers is tracked. Integration will be mapped with Schemas typically ensuring that doctor is patients as well as Hospitals where he/she might be practising.
- Detailing – Point-of-sale tracker data can be directly input into the system and referenced when planning interactions with Customers.
- Call Planning and Reporting – Each call with a Customer can be thoroughly planned with a summary of past interactions as well as useful inputs derived from the data collected. Goals and Talking Points for the Call can be set and reported on to help focus the thrust of communication along with other useful inputs such as the Detailing Aid to be used and Samples and Gifts if any planned to be shared.
- Presentation – A Universal Presentation allows the rep to leverage from the entire product archive to use the most suitable presentation when communicating with Customers. Each Content library is fully tagged with useful downloads, white papers and linkages to other related items within the Archive are also readily available via the Unified Digital interface. The CMS also allows for easy adaptability when one needs to go off the planned script for the call.
- Customer Ranking – This module allows the team to classify and rank customers based on a customized ranking system and display the current data for that customer along with helpful guidelines on how to leverage from or up-scale the Customer up the value chain. Business opportunity gaps can also be defined here to help set realistic and achievable sales targets.
Content Management
The Content Manager configuration allows for content to be indexed and managed company-wide (including across divisions if required). Assets supported include all common presentation formats and are not restricted to Microsoft Office and Adobe.
Items are cross-referenced so that presenters can easily navigate between related items when communicating with customers without the embarrassing delays that often accompanies switching from 1 file to the next on one's desktop.
Reference items can be shared across presentations to help manage the overall size of the Archive.
Useful Previews are available before content is published company-wide or since each managed separately in case a roll back to an earlier version release is needed.
Our Multi-channel Marketing Call Center services allow you to reach your customers at a fraction of the cost of conventional sales and all the benefits of digital communication.
Our multichannel integrated program leverages multiple digital communication channels and techniques to achieve greater visibility and brand recall among prescribers.
This is a comprehensive and interactive approach to managing relationships with physicians and paramedic workers capable of driving prescription activity.
Benefits of multi-channel digital tactics
- Ability to reach Prescribers (Territories and Specialties) not accessible or covered for various reasons by conventional channels and Field Reps
- Increase Share Of Voice among Prescribers at a lower impact on the Prescriber’s time
- Give the Prescriber a custom experience of interacting with the company according to his/her needs
- Digital allows for faster response and turn around times
- Analytics provides greater insights into the Prescriber’s information consumption preferences, habits and prescription biases
- Improved ROI driven by an almost zero wastage of resource time and assets (eg. Printing and distribution) using a significantly lower cost marketing model
Microsoft .NET
Microsoft's .NET is the platform of choice for most businesses globally as a basis for most of their software development needs. C# .net development is still the fundamental platform for most enterprise applications. Whether your business is developing a state-of-the-art website, an enterprise business application, or in the midst of fully overhauling your current processes, Andesoft's team can help you build a custom .NET solution to fit your needs.
Our expertise in ASP.NET framework allows us to build scalable, standards-based web applications using well-established design patterns and the power of ASP.NET and the .NET Framework.
Typical web standards and technologies we work with include XML, UDDI, HTTP, VB.NET, AJAX, C#, Javascript, JQuery, SOAP etc. These serve as the backbone of our .NET application development services.
Ease of deployment is possibly the most attractive benefit of the .NET framework since the development platform makes it easier to maintain your code, and eliminates the need to mix HTML and ASP code.
Additionally, Microsoft's .NET framework has its own security features including code access security (CAS), and validation and verification.
Finally the .NET Framework has its own collection of class libraries, function libraries and foundation class frameworks which allow developers to concentrate on the application specific design instead of having to build their own collection of basics such as buttons, boxes, web browsers etc. Third party controls are also a snap to integrate into the development process as needed.
A wide variety of reports can be generated including pdf formats, excel exports, and charts using Crystal Reports or a host of other reporting services depending on the requirement of your project.
We have the ability to develop .NET applications with any back-end database including MSSQL, MYSQL, Oracle, etc.
Our printed materials deliver impact. We create print that showcases, enhances and promotes your brands with brochures, backgrounders, sales presentations, slides and campaign graphics.
Our team of copywriters and designers work together making sure that you get the best combination of language and graphics. We combine style with functionality in our designs. While interactive and web media have their benefits, a well designed backgrounder can go home with your target audience in their briefcase and sit on their desk reminding them of your message in a different yet complementary fashion. Backgrounder pieces raise awareness and secure a sense of validation for the manager within the organization.
Samples
Open Source PHP
Various enterprise customers are increasingly embracing open source software for certain specific software deployments.
Software contains diverse strengths and weaknesses, depending on your point of view; this is true for purchased licenses as well as for Open Source software and in-house programs. Different aspects of the software are crucial to management, users, and developers.
External quality aspects, such as functionality, usability, performance, security, and reliability matter most to users. Developers and system administrators care more for the internal quality of the system. The program code should be easy to read, easy to understand, easy to change, and easy to extend. When this is not the case, even changes that seem trivial will pose great challenges to the developers, for instance they may result in unanticipated and unwanted side effects.
Above all else, economic aspects matter to the management. These aspects can – despite going unnoticed for a long period of time – be affected by the internal quality. Open Source products are an attractive option that is used in many enterprises. Whether the system is planned as an enterprise-critical system from the outset or later becomes enterprise-critical, when software development stalls, the problems pile up quickly.
It becomes more and more difficult, and thus more and more expensive, to add new features into a system where components influence one another. A high change frequency, sudden changes to the size of the user base, and fast performance optimizations become impossible or require tremendous effort. In environments like these, dealing with security becomes a very difficult problem.
Our team will devise our recommendations on the basis of diligent analysis, taking into account code, processes, security, and architecture. As a result, we will deliver the blueprint of a PHP-based solution that is optimal for you, as well as an individual process that will guide your company step by step towards effective, safe, and efficient software development.
If desired, we will assist your team with training sessions, workshops, and coaching that convey exactly the skills required by your company. Reviews are used to assess the achieved results. We offer you a wide range of services that are modular and can be booked individually.