Real Capital Solutions (RCS) has a long-term plan focused on increasing profitability while maintaining/improving on best-in-class results to their investors. Robotic Process Automation (RPA) was identified as a tool that could help to deliver on these objectives.
The Challenge
As part of the firm’s employee benefit programs, loans are made available to employees. Microsoft Excel was used to manage the loan lifecycle including outstanding principal amounts, monthly finance charges and employee contributions.
When leading San Diego, California-based real estate organization, HG Fenton Company migrated to MRI Version X, they were excited about the enhancements to the software. But over time they became frustrated by a few functionality issues in the update that didn’t gel with their processes and workflows, and how they were used to working.
Software upgrades are great, but not when they undo the extensive customization you’ve done on the previous version. And with software such as MRI, which is incredibly flexible, the impact can be significant.
In a world where data is king, it is essential that decision makers at all levels have access to the right information, on time, and with the certainty that it is accurate. So when Neyer Properties, a fully integrated Real Estate company based in Cincinnati, Ohio realized it was missing essential financial reporting capabilities in MRI Software, it turned to Open Box for a solution.
A large percentage of the client’s employees operate across multiple locations and need to make use of company mobile phones. The service provider issues a monthly bill listing the charges against each mobile number.