Case Study

IR Operational Improvement and Salesforce Implementation

IR Operational Improvement and Salesforce Implementation

Affec%ng posi%ve change in the Private Capital industry SteelBridge Consul0ng • Created business requirements documents to detail requirements • Reduced risk of errors by streamlining processes into categories of likely events Process • Collaborated with internal teams to assess and determine appropriate uses of technology • Provided business exper%se and industry knowledge during development Technology • Coordinated regular mee%ngs with appropriate stakeholders to achieve comple%on of project goals • Reviewed project milestones u%lizing a detailed dashboard Peopl

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