Equity firm Redburn brokers staff collaboration

12.03.2011

The company implemented a customised system from Formicary, a Microsoft Gold Certified Partner and global provider of systems integration and software platforms.

At the heart of the Formicary implementation for Redburn was the migration from Parlano MindAlign to Microsoft Office Communications Server 2007 R2 Group Chat, a move aimed at enhancing communications.

The new system gives employees a complete picture of all information relating to a customer. It automatically takes customer sales information from the order management system and publishes this into Office Communications Server 2007 R2 Group Chat chat rooms to facilitate the flow of information around the organisation. Previously, this data could only be shared manually by the traders.

From Office Communications Server 2007 R2 Group Chat, Redburn workers can launch or view discussions within the WebChat application or click a link that goes directly to the specific customer's profile in Microsoft Dynamics CRM. Employees can also click a link to visit a customer site in Office SharePoint Server 2007 that includes an RSS feed, updated industry news stories, and the customer's sales history.

All discussions in the system are recorded for historical knowledge and legal purposes.