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Infomages management information consulting
Business analysis, database development and website design.
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Complex Multi-dimensional Metrics Reporting
(utilizing FrontPage, MsAccess and Crystal Reports)

This portal allows management to review plan level operations and financial metrics at 7 different dimensions, such as, blueprint, segment, plan sponsor manager, relationship manager, client, plan and servicing site.  Information includes service channel metrics based on unique callers and plan level assets, cash flow, transfer of asset and net asset conversions.
Business Impact

Updated monthly, this portal is now serving over 230 active management users across 32 business units.  For instance, business development and marketing use its information to better understand current plans so as to develop new businesses.  Plan sponsor manager and relationship manager use it to track their plan sponsorsí service channel metrics and plan financial information.
To view system features, please click on a picture below to enlarge image.
Some screen shots are modified to conceal confidential information.