Norima Blazes Fast IT Management Trail

By Doug Barney

Norima Consulting must be consulting up a storm as it is the 30th fastest growing company in the San Diego area, this according to a report by the San Diego Business Journal.

Norima reports that it has grown on a double-digit basis every year since it started in 2006.

Today, Norima plays in a variety of spaces, including management consulting, program and project management, systems development and integration, software testing and strategic resourcing.

The consulting offerings start with the definition of strategy and end with the actual implementation.

“While our No. 1 goal as a company is to maximize innovation for our client's IT investments and to focus on their total cost of IT ownership...we would be flat out excited to be right back here next year as one of the fastest growing companies in San Diego,” said Ben Roberts, COO of Norima Consulting.

Case in Point

Last year Norima was the brains behind a new cloud implementation at LPL Financial. The independent broker had just launched NestWise, a subsidiary that gives financial advice to middle class families.

With the strategy in place, it just needed the cloud infrastructure to support it.

Enter Norima. “Since the solution required integrating an existing custom open source technology application with a broad set of new capabilities and creating a framework that could support rapid change, the tech requirements were both broad and deep,” the company explained. “On day one, some of the required must-have solutions included integrating an online portal that connects clients to advisors for financial planning and goal-setting workflows, building a savings program that allows a client to track multiple savings goals tied to one savings account, creating a public website targeting consumers to help them connect and trigger financial behavior change, a CRM solution with marketing campaign automation and a 360 degree view of customer and case management for a home office service team, and much more.”

David Kuik, Norima CEO, decided to go with technology that would get the job done fast.

“Cloud technologies like Salesforce coupled with an open source technology like Ruby in Rails have enabled our team to spend less time coding software and more time focused on business outcomes for our client,” Kuik said.

Here is the list of what Norima said it accomplished:

  • “The ability to monitor a 360-degree view of all member progress and activity, as well as website activity monitoring, from the home office
  • Social media integration that enables members to share portions of their financial planning goals with their social networks
  • Online learning and webinar registration and tracking
  • Goal-based savings solution with America’s top private label bank
  • Member / Agent chat through the public website, with the history archived
  • Collaborating and sharing information between home office service agents and advisors in the field
  • Managing and monitoring over a dozen service offerings tracked and managed per client in Sales Cloud
  • CTI integration with VOIP phone to CRM system to allow caller information to flash on-screen
  • The ability for marketing business users to manage customer landing page deployment with unique CTA’s tied to specific campaigns, with activity and conversion tracking.”

NestWise wasn’t just looking for technical experts. “Our partner needed extensive financial services experience, especially as it relates to using technology to make the advisor/client relationship more efficient while maintaining the critical personal aspects of that relationship and a proven record of strong delivery,” said Jennifer Dutton, chief technology and operations officer of NestWise.

Edited by Alisen Downey

MSPToday Editor at Large

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