As a global independent provider of trust, corporate and fund administration services, it delivers its services to clients across globe with the help of their partners worldwide and outsourced business services aimed towards providing services worldwide through partner network made the service delivery challenge as well as provided an opportunity to utilize the timezone difference to deliver the service quickly to its clients.

With the existing solutions and the process the client was unable to monitor the progress of the partners work and service levels. They needed the ability to assign work to partners, monitor the progress and service levels both in time and quality. Also with the existing infrastructure and process the documents sharing between the clients, partners & delivery centers relied on non-secure channels like email, FTP etc. Internal FTP served as an intermediate solution as it was difficult to categorize, search and manage the uploaded documents.