01
The target problem
The client’s expansion potential was constrained by insufficient research product offerings, and report confidentiality faced risks due to inadequate security measures.
02
Before CCR was involved
- Heavy reliance on numerous Excel applications managing data on over 10,000 securities.
- Manual analyst work involving data downloading and analysis — labor-intensive and time-consuming.
- Absence of IT infrastructure limited research output and delayed recommendations.
- No subscription-based website existed.
03
After CCR was involved
- Developed and maintains a subscription-based website.
- Automated data capture with validation and verification checks enabling industrial quality data management.
- Dynamic system generating daily/weekly/monthly reports importable to publications.
- Customized reports distributed via website and targeted emails with Digital Rights Management (DRM) protection.
- Proactive email alerts for recommendation changes; mobile access via BlackBerry, iPhone, and iPad.
- Client refocused on core competencies — financial analysis and investment recommendations.
- Cloud hosting reduces capital expenditures.
04
Value added over time
Cost saving. Infrastructure and automation technology reduced operational expenses and eliminated manual processes.
Time saving. Automated data management freed analysts from time-consuming data compilation activities.
Competitive advantage. Ability to deliver timely, detailed research reports allows competition with established firms.