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Case Studies

WMI Worldwide facts + figures

22+

Years managing complex global technology solutions implementations.

50+

Custom software solutions designed, developed, and successfully launched.

20+

Credentialed, skilled staff spanning 4 global regions.

Case Studies

Data Analysis + Management

Client: Multinational Gaming Company

+ Enhanced efficiency

+ Improved communication

+ Decentralized data access

+ Reduced errors

Software Development

Client: Multinational Company

+ Enhanced efficiency

+ Improved communication

+ Reduced manual tasks

+ Stronger processing efficiency

Operations Design + Implementation

Client: Multinational Company

+ Improved testing accuracy

+ Enhanced partner satisfaction

+ Increased operational efficiency

+ Revenue assurance

Organizational Strategy

Client: Multinational Company

+ Improved operational efficiency

+ Enhanced data visibility

+ Increased compliance accuracy

+ Scalability for global expansion

Office Meeting Discussion

Challenge

Our client faced significant inefficiencies due to manual, repetitive processes and disconnected data sources. Lack of integration across programs made it difficult to track updates in real-time, leading to miscommunication and delays in workflow processes.

Solution

WMI deployed a cross-functional team to conduct a thorough analysis of the client's existing workflows. Leveraging Microsoft Teams, Power Automate, Microsoft Project, PowerPoint, Outlook, and Power BI, WMI implemented an integrated, automated solution that centralized data and streamlined communication. This automation enabled real-time updates, reduced manual efforts, and created a transparent, holistic view of the team's operations, ultimately improving efficiency and minimizing processing time.

Challenge

Thousands of requests required validation and processing from various data sources and each request needed multiple steps based on variables like geography and program. The team also had to communicate with key stakeholders for actions or approvals. They needed a consolidated, centralized system to track steps, manage communications, and eliminate manual processes to improve efficiency and reduce processing time.

Solution

WMI assembled a cross-functional team to develop a .NET application utilizing SQL Server and the Entity Modeling Framework. This application is designed to optimize the workflow for vetting funding requests and processing ECIF purchase orders, statements of work, invoices, and other project documentation. Customized trackers offer insights into status and utilization and allow management to monitor SLAs and relevant KPIs.  

Challenge

The client’s team struggled with managing User Acceptance Testing (UAT) and meeting Service Level Agreements (SLAs) for monthly statements and lacked a dedicated testing team to oversee new programs, system updates, and reporting tools. The client’s fast-growing program added pressure to the Project Management Office (PMO) team, leading to delays and inaccuracies in statement distribution.

Solution

WMI assumed responsibility for the client’s daily operations, with an emphasis on UAT for new features and supporting the PMO’s daily tasks. WMI works in close collaboration with other vendor teams to coordinate production releases. Prior to each release, WMI performs comprehensive testing in the UAT environment, providing feedback to ensure a smooth transition to production. This process improves communication between the development team and business stakeholders, minimizing production issues. Concurrently, the WMI team manages daily PMO tasks, ensuring partners receive accurate and timely monthly statements and payments for incentives earned through customer achievements, with payment volumes exceeding $1.5M monthly.

Challenge

Our client required global centralization of processes to address rogue procedures and non-compliance in case management. An audit of the entire ecosystem was necessary to understand differences in how cases were processed and to determine legal and cultural localization requirements. Processes lacked proper documentation, leading to stakeholders being unaware of the compliance process and resulting in inefficiencies and training gaps.

Solution

As part of our Managed Service, we collaborated with approximately 130 countries globally to ascertain legal and cultural requirements. Following the definition of these requirements, we worked with local stakeholders, including legal, compliance, and finance, to standardize processes where feasible. Furthermore, we designed and implemented Operations Manuals and work-back schedules. Upon completion of centralization, our team commenced processing cases through the custom CRM system from initiation to closure.

 

Our team participated in the core group responsible for transitioning the program from an outdated system to the current CRM platform via an agile release methodology. We continue to maintain Operations Manuals and conduct regular business review meetings with stakeholders to drive process innovation and ensure stakeholder satisfaction. During the agile release, we collaborated with engineering on enhancements and testing within UAT, all meticulously documented in Azure DevOps.

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