testimonial While a structured compliance and asset tracking process is important for all companies, it is especially crucial for the financial sector due to strict industry regulations and auditing
requirements.

Client Success Story >

Ariel Investments

Sharepoint iT Asset Management

Challenge >

Ariel’s prior asset tracking process involved a series of paper and electronic forms which interacted with multiple legacy systems, Excel spreadsheets, and custom databases. While a structured compliance and asset tracking process is important for all companies, it is especially crucial for the financial sector because of strict industry regulations and auditing requirements. They wanted to develop a single-platform solution for establishing and enforcing tracking procedures on numerous company assets such as access to financial software, data feeds, fund administration applications, and trading systems, as well as a variety of hardware assets.

Goal >

The new IT Asset Management workflow solution had to accomplish the following goals:

	•	Accept requests for company assets and track approvals electronically.
	•	Notify the appropriate people that they had actions to complete.
	•	Ensure all associated processes were auditable by Ariel management or third party auditors at any time.
	•	Consolidate technology investments into a single development platform.

Solution >

The solution provided the following key functions:

	•	Selection of SharePoint and InfoPath Forms Server as the appropriate development platform for the solution.
	•	Integration with a new SAN storage system.
	•	InfoPath Forms Server provided an efficient solution for the design of easy-to-use task interfaces to support each workflow.
	•	Enhanced auditing and tracking of each manager’s asset requests, approvals, and confirmation.

Value >

Ariel Investment's IT Asset Management Solution has:

	•	Consolidated multiple software solutions to single-platform.
	•	Allowed internal Ariel employees to maintain the workflow system with minimal support.
	•	Simple and efficient auditing and reporting capabilities.
	•	Decreased expenses for hardware, software and licensing.

To find out how Risetime can bring exceptional results like these to your business, contact us today.

Project

Develop a solution for overall strategy, capacity planning, design, development, and integration of tracking procedures on multiple company information technology assets.

Client Profile

Established in 1983, Ariel Investments is a privately owned Chicago-based money management firm that has grown from just two employees to over 80 employees, managing over $8 billion in client assets.

Technology

	•	Microsoft Office SharePoint Server Enterprise Edition
	•	InfoPath
	•	Microsoft SQL Server
	•	Windows Workflow Foundation (WWF)
	•	Visual Studio with .NET Framework 3.0 extensions
	•	Windows Server

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Complete Client
Success Story