Third-party administrator
Automating a key financial process for a US TPA
The Retirement Advantage, Inc. (TRA), USA
- Website
- tra401k.com
- Industry
- Retirement plan administration (TPA)
- Engagement
- About 6 months
- Work
- Complex financial application
- Cadence
- Weekly status meetings
The challenge
A key financial process at the TPA depended on heavy manual effort, and the firm needed a complex financial application built to handle it.
What we did
Rashed and the Software Home team ran the project on weekly status meetings so every party agreed on progress, defined each issue together with its resolution, and delivered the application over about six months.
The result
In the client’s words, an elegant and efficient solution that drastically reduced the manual effort required to complete a key financial process, and a plan to keep working together. TRA’s Director of IT and Security adds that the team planned and delivered a large, tight-deadline project on time.
“We went to Software Home with a large project that had a tight deadline and Rashed and his team put together a detailed plan and timeline, pulled their resources together, and delivered everything on time for us. Communication was great throughout the project and delivery, quickly rectifying any minor issues that came up. They are a great partner to work with.”
“Working with Rashed and the Software Home team for the last 6-months to complete a complex financial application proved to be a very positive experience. […] Issues were clearly defined along with their required resolutions, result in an elegant and efficient solution that drastically reduced the manual effort required to complete a key financial process. Rashed and his team clearly demonstrate an excellent understanding of the third party administration industry.”
