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 Home / Refer Resources |
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Client Case Studies ::.. |
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| SBS delivers its comprehensive solutions to companies from various industries. Our complete range of outsourcing solutions make clients' back office operations more accurate, powerful and profitable than ever. |
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Bookkeeping Accounting & Tax
Information Technology
Marketing & Data Entry
Software Company
| Provided 24x7 online access to accounting & financial data and a consistent financial analysis report |
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| Client Background ::.. Our client is a leading provider of web-based solutions designed specifically for property and casualty insurers. It provides agency portal and interface products which makes it easy for agents to transact business; enhance the underwriting process and extend the life of a carrier's existing policy administration systems. The company was founded in 2000 and is headquartered in Boston, MA. |
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| Situation Analysis ::..The client wanted real time access to its accounting and financial data and also an analysis report which summarized all the information for a particular month along with comparison of current month figures with year to date figures and providing reasons for major variations, if any. |
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| SBS Solution ::.. In conjunction with client, we devised an accounting system and a process to capture and process accounting transactions on a timely basis for the company. The client now faxes his bills, check register and bank statements etc on daily basis with the data being in his financial statements within 24 hours of receipt by SBS. Our professionals also track documents like missing bank statements, utility bills etc required to ensure that regular monthly financial statements can be produced in a timely manner, informing the client when such documents have not been received. Further, each month a financial analysis report is prepared by our staff for the client which gives him information about major variations in the current month as compared to year to date figures and the reasons behind such variations. |
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| Benefits ::.. As a result of the SBS process, client enjoys 24x7 online access to its accounting and financial data along with having information regarding any abnormalities which occurred during the current month. Client has told us that he now has significantly more time on his hands to focus on critical issues related to the business , all this while reducing his accounting costs by 30%. |
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Vending Machine Company
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| Vending Machine Supply Company ::.. Our client is a first time purchaser of franchise for a defined territory from a national company. It has more than 80 vending machines installed through out the defined territory and provides products such as bottle soda, can soda, large sized snacks, cold food, pastries, crackers etc. |
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| Situation Analysis ::.. The client wanted to track key financial metrics such as product mix on a regular basis as the business was to be run as an absentee owner. The client also wanted to ensure that employees were compensated appropriately via a complex bonus plan related to product inventory, expense control and revenue. Client further required accurate financial statements on a monthly basis to satisfy the requirements associated with a loan from a financial institution. |
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| SBS Solution ::.. In conjunction with client, we devised a set of financial reports and statements that allowed the client to track revenues and cost of goods by product category. Expenses were also categorized according to category and a system was devised to help calculate bonuses for each employee based on financial performance. The client scans his bills, bank statements, credit card statements etc and sends the information to SBS by email. After our professionals have input the transactions and reconciled his statements, the client uses our hosted software system to print checks for vendors. |
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| Benefits ::.. The client, though an absentee owner, has an accurate financial picture of his operations via our accounting software system. The electronic conversion of all documents couple to their immediate access via the Internet allows client to look at any related document before payment to an employee or vendor. Client also uses our customized financial report to fulfill the reporting requirement associated with a loan from a financial institution. |
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Marketing Case Study
Increased web market presence and build a brand image with value-added marketing activities
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| Client Background ::.. Our client is a leading business advisor and expert in acquisition and divestiture services for business buyers and sellers. The organization is among the top three brokerage firms in New England region in USA having 5 offices across Massachusetts, Rhode Island, Maine, New Hampshire and Vermont. It is providing services to five market segments: Main Street Businesses , Mid- Market Mergers & Acquisitions, International Acquisition Transactions, Franchises and Commercial Real Estate. |
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| Situation Analysis ::..The client has a large market share in their respective regions but wanted to increase its visibility on the internet. It wanted to reach to each and every prospective customer on the web. The company also wanted to provide in-depth information, market information and product demonstration to its executive brokers and advisors to increase their performance and earn higher revenue than their competitors and build a brand image. |
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| SBS Solution ::..We coordinated directly with the Executive Director and team to understand the marketing requirements on the internet. We coordinated with our internal software division and executed the task of IT enabled marketing. Our approach for providing internet marketing service was highly methodical, customized, & professional. We did market research for various industries in United States and it helped the company brokers to understand the market requirements better. We also started corporate email campaigns to capture market share over various US regions. In addition to that, we implemented Search Engine Optimization (SEO) service for their corporate web site for more effective company search results in the top search engines like Google, yahoo and msn. In order to shape up the organization and provide a highly professional look, our marketing department revamped their conventional designed websites, separate websites for its each divisions and arrangement of marketing collateral materials. We are providing support for their marketing activities on contingent basis to maintain their market leadership. |
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Benefits ::..Our marketing support enabled client to maintain its presence as the leader in the Business Brokerage market. The online marketing service (SEO) offered by us placed client’s corporate web site on the top position on various search engines for majority of their targeted keywords. Company’s marketing team is now having proper business literature, online business demonstrations, and industry research reports to serve their existing customers in a more professional manner and find more prospective clients. |
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