The Weiland Financial Group, Inc. Uses HighOrbit to Support its Enterprise Workflow

The Client
The Weiland Financial Group, Inc. of Bannockburn, Illinois specializes in financial account management solutions for the banking community and their commercial customers. Instrumental in defining and popularizing the use of the 822 and BSB electronic bank services billing statements, WFG systems have streamlined financial account management and related practices. Weiland offers a full range of web-based and client-server systems including support, training, outsourcing, SAAS, and consulting (www.weiland-wfg.com).

The Client's Need
According to Bobbi Munson, Director Finance & Human Resources, Weiland has grown exponentially from a small company. The organization needed a way to track its delivery systems from the time a customer buys Weiland software to the time when their implementation team inputs customer data and gets their system up and running. The key for Weiland was to ensure multiple departments were in the loop on a customer's sales stream and to outline the steps for billing associated with building a new client system without any piece of the process flow falling through the cracks.

How HighOrbit Helped
In the case of Weiland, HighOrbit recommended options governing how its workflow software could provide an enterprise solution for the company. Weiland currently uses business process management in several departments, including:

• Information Technology
• Human Resources
• Accounting
• Sales
• Order Fulfillment

According to HighOrbit's Brian Dwyer, his company was able to use its web-based technology to ensure the potential gap between sales, accounting and implementation is well documented. "By going through this process," said Dwyer, "staff members at Weiland were able to identify their processes for system installation and ensure all the necessary steps are followed from the time a salesman confirms a license agreement to the time a client's system is fully functional and operational.

The Results
Weiland Financial Group continues to benefit from the implementation of the HighOrbit workflow solution in three critical ways:

• Time Savings: The new client system implementation process now operates on a tighter schedule because everyone is aware of each documented step and its related status in the process flow.
• Cost Savings: HighOrbit offered an efficient solution to ensure financial resources were not squandered on time spent tracking down billing documentation and the costs associated with new client billing not being implemented in a timely fashion.