Expert documentation helps client preserve large investment in critical client application
Expert documentation helps client preserve large investment in critical client application
2 Pages© Copyright 2018. VMS, LLC. All rights reserved. 1 VMS VMS Consulting for the Financial Industry VMS creates detailed docs for a 120-screen application used by tens of millions Customer Challenge A major financial services firm in Jersey City, New Jersey, faced an immediate need to document the screens and workflow of its flagship client interface system. The application is used by more than 20 million investors to manage their portfolio positions. Users can administer their accounts in a self-service manner. They can buy or sell their share positions, monitor and maintain their accounts, enroll in stock purchase or dividend reinvestment plans, and request forms and materials about a company’s plans. Time was a critical factor that added risk to the project. Upcoming personnel changes
