Case Study

The bank is able to better plan, execute and track promotional campaign material across stores

Challenge

With over 6000 retail locations, Bank of America is one of the largest banks in the United States. In the process of planning and executing marketing campaigns across its retail stores, the bank needs to gain an understanding of the exact availability of promotional campaign material in its inventory. With such a large number of retail locations, pulling this information was time consuming, and potentially error prone.

The Solution

Solution

A web-based query tool was implemented that allowed the bank to create ad-hoc reports within a matter of minutes.

The system allowed the bank to:

Locate store information based on attributes such as local demographic, languages spoken, and number of tellers
Quickly gain an insight into its campaign material inventory counts
Deliver promotional materials to the right locations
Have a single source of fixture and element information for all its retail locations in its network

Results

With the system in place, the bank was able to better plan, execute and track campaign material and inventory across a large number of locations. The time it takes pull this information was reduced from days to a matter of minutes, which improves communication, reduces waste, and drives more successful in-store execution of marketing campaigns.

Read more success stories

Highstep builds a modern CPQ Tool for Brent Material 3

Client story

Highstep builds a modern CPQ Tool for Brent Material

Brent Material, a long-standing leader in the construction materials industry, relied on a dated desktop quoting tool that made their sales process inefficient and disconnected from their ERP system. Highstep partnered with Brent Material to modernize this process by developing a custom, web-based Configure, Price, Quote (CPQ) solution.

Explore the story

Client story

Con Edison

Con Edison, one of the largest energy providers in the U.S., partnered with Highstep to lead a complex, enterprise-wide upgrade from Maximo 7.6 to the Maximo Application Suite (MAS) 8. Facing end-of-support deadlines and increasing demands for modern maintenance practices, Con Edison seized the opportunity to consolidate 14 legacy systems into a single, integrated platform.