Education today requires an ideal blend of technology and insight—an area where CES has excelled for over two decades. Focused on transforming digital learning, we’ve collaborated with courseware developers, educational institutions, and global leaders to deliver adaptable, impactful solutions.
As EdTech opens new avenues, CES drives scalable, innovative technologies that address diverse educational needs. With industry insights highlighting the potential of EdTech to significantly improve learning outcomes, our mission is clear: to make education more accessible, engaging, and effective.
Transformer LMS – Laying the Groundwork for Customized Digital Learning
In the early 2000s, CES made a strategic leap into EdTech with Transformer LMS. Built with flexibility at its core, this learning management system enabled educational institutions to design digital learning experiences tailored to specific needs—an evolution from rigid, one-size-fits-all models. Transformer LMS empowered schools and universities worldwide to encourage more dynamic, interactive learning environments.
This success established us as a trusted EdTech partner and set the stage for enduring collaborations. With Transformer LMS, we demonstrated that educational software could be both functional and transformative—a value we bring to all EdTech innovations. This milestone marked our commitment to forward-thinking solutions that evolve with educational needs.
Engaging K-12 Students with Interactive Math Simulations
Understanding the challenges of teaching math in a digital age, CES took the initiative to make complex concepts accessible for young learners. Our interactive math simulations bring core principles to life, allowing students to explore and experiment in real time. Partnering with leading courseware developers, we built tools that transform learning from abstract to hands-on, fostering curiosity and deeper understanding.
These simulations give teachers flexible, engaging resources, turning traditional math problems into interactive experiences. Our approach creates ways for students to connect with math meaningfully making learning both accessible and enjoyable.
Breaking Language Barriers with Real-Time Language Support
CES developed a mobile application powered by Natural Language Processing (NLP) to make language learning intuitive. More than a basic translation tool, this app offers real-time grammar and context corrections, providing language learners with practical, immediate support for a seamless learning experience.
With its focus on real-time feedback, this solution enhances learning for both students and educators. The approach highlights our allegiance to solutions that meet diverse educational needs, ensuring that learning remains accessible and engaging without language as a barrier.
Upgrading Teacher Resource Management with Speed and Precision
When a leading EdTech company sought a solution for managing substitute teachers, our team delivered an intuitive, responsive app designed to streamline operations in fast-paced educational settings. Developed within tight timelines, the app quickly became a classroom asset, attracting strong investment interest.
This success led to a long-term partnership, where CES has since modernized over ten essential tools in Learning and Human Capital Management. Each solution is designed for practicality and adaptability, demonstrating our commitment to meeting educational institutions’ operational needs.
Long-Standing Partnerships for Scalable EdTech Growth
EdTech goes beyond product development at CES. For over 11 years, we’ve partnered with a leading school administration software provider, supporting their growth from a single solution to a robust suite of nine essential tools—from student management to advanced cloud solutions.
This enduring relationship reflects our focus on adaptable technology that aligns with evolving educational needs. By delivering scalable, resilient systems, we’ve helped our partner streamline processes and expand globally. Each solution is built to stay relevant, practical, and ready for tomorrow’s challenges.
CES’s EdTech Technology Stack: Built for Modern Education
Our EdTech solutions leverage a robust technology stack designed to meet the demands of the modern educational landscape:
Redefining EdTech with CES
CES leads the way in EdTech by creating tools that simplify complex processes and enrich learning experiences. Our solutions empower institutions to focus on impactful teaching and meaningful engagement, with technology designed to adapt, scale, and drive success where it matters most.
Ready to explore EdTech that enhances learning? Partner with us to shape the future of education.
Digital health is redefining the core of care delivery. More than ever, healthcare providers face rising expectations to offer faster, smarter, and more connected solutions. Recent years have seen global investments in digital health reach around $57 billion, according to McKinsey, reflecting a growing need for innovative care delivery systems. This surge in funding has primarily been driven by advancements in telemedicine, digital therapeutics, and AI-based diagnostics—each focused on improving patient outcomes and operational effectiveness.
Through AI diagnostics, personalized patient monitoring, and telemedicine, providers are better equipped to predict patient needs, streamline care delivery, and deliver personalized treatments. The integration of these tools allows healthcare systems to function with greater efficiency while retaining human touch, ensuring care is precisely aligned to individual patient needs. In 2024 and beyond, healthcare will continue to evolve into a more predictive, data-driven, and patient-focused domain.
AI-Driven Insights for a New Era in Healthcare
Artificial intelligence is setting new standards in healthcare by converting data into actionable insights. Far from merely enhancing efficiency, AI enables clinicians to foresee health risks, make precise diagnoses, and deliver personalized care that resonates with each patient’s needs.
Predictive Analytics for Proactive Care
Anticipating Health Risks: By interpreting data from wearables, medical imaging, and EHRs, AI uncovers patterns that might go unnoticed by human analysis, enabling early intervention and reducing complications.
Accurate Diagnostic Insights: Through machine learning in medicine, AI enhances diagnostic precision by processing vast data volumes, offering a level of accuracy that improves patient outcomes.
AI-Driven Healthcare Resource Management
Optimized Resource Allocation: Through data-driven forecasting, AI helps hospitals align staffing, supplies, and equipment with real-time patient needs, guaranteeing smooth operations.
Reduced Patient Wait Times: By predicting demand, AI helps facilities streamline resource management, minimizing bottlenecks and reducing patient wait times.
Virtual Health Assistants: Personalized, 24/7 Support
Continuous Patient Support: VHAs assist with scheduling appointments, answering questions, and providing reminders about medications, helping reduce the administrative burden on healthcare providers.
Empowering Patient Self-Care: By offering personalized health insights and recommendations, VHAs encourage patients to take control of their wellness, facilitating uninterrupted engagement.
The Mobile-First Approach: The New Standard in Healthcare
In a world where everyone is on the go, healthcare needs to meet patients where they are. Mobile-first solutions are fundamentally changing healthcare by making critical services available anytime, anywhere. This approach entitles providers to optimize operations, respond quickly, and keep patients engaged in real-time. Here’s how mobile technology is shaping healthcare in 2024:
On-Demand Access: Patients can access telemedicine, review health records, and communicate with providers directly through their mobile devices, reducing wait times and visits.
Seamless Integration: Mobile-optimized EHR systems keep healthcare teams connected, allowing them to update records on the go and make well-informed decisions.
Improved Patient Engagement: Interactive mobile health apps and tools encourage patients to take control of their wellness, monitor their progress, and stay on track with personalized reminders.
Efficiency in Care Delivery: Providers can easily manage appointments, track patient outcomes, and ensure timely follow-ups, driving higher levels of satisfaction and trust.
Reduced Administrative Burden: Mobile solutions streamline routine tasks, allowing healthcare staff to focus on patient care instead of paperwork.
Personalization Through Real-Time Data and Remote Patient Monitoring
Real-time patient monitoring is ushering healthcare into a more dynamic, patient-responsive era. Today, wearables and IoT devices are pioneering a shift toward immediate, personalized care tailored to everyone’s needs. This transformation brings a host of benefits:
Empowerment Through Data: Patients are now equipped with their health data at their fingertips, nurturing a proactive approach to personal wellness that wasn’t possible before.
Precision in Early Detection: Continuous monitoring means providers can detect potential health issues early on, with predictive insights that prompt timely interventions.
Informed, Seamless Care: With concurrent data, clinicians can accelerate their decision-making process, developing treatment plans that align closely with each patient’s unique needs.
A Focus on Prevention: The ability to monitor patients outside of clinical settings reduces emergency visits and promotes a system that emphasizes prevention over treatment.
Mental Health Solutions and the Rise of Digital Therapeutics
In response to the growing mental health crisis, digital tools are redefining how patients access and experience mental health care. Innovations like teletherapy and mental health apps make support more accessible, giving patients flexibility and control over their mental well-being. These tools offer discreet, personalized care, removing the stigma and logistical barriers that often prevent people from seeking help.
Digital therapeutics go beyond accessibility—they build a supportive network that meets patients wherever they are. With features like real-time assistance, mood tracking, and interactive exercises, these platforms promote continuous engagement and a proactive approach to mental health. For providers, this means new opportunities to connect with patients in meaningful ways, turning mental healthcare into a holistic, ongoing support system.
The Future of Chronic Disease Management
Chronic diseases affect millions globally, putting immense pressure on healthcare systems. Digital health tools are pivotal in chronic care management, shifting from reactive treatments to proactive, personalized health management.
Real-Time Monitoring and Preventive Care
Wearable devices offer real-time data, enabling continuous monitoring that transforms how patients and providers approach chronic diseases. Rather than waiting for routine check-ups, providers can address emerging trends as they happen, adding a vital layer of preventive care.
Convenience and Flexibility through Digital Solutions
Digital tools offer flexibility that traditional care models can’t match. Telemedicine lets patients consult specialists from home, while remote diagnostics provide accurate assessments without frequent center visits. This adaptability allows healthcare providers to create care plans that respond to evolving patient needs.
Cost Savings and Enhanced Engagement
Proactive monitoring helps reduce emergency room visits and hospital readmissions, benefiting both patients and healthcare systems. Patients gain greater control over their health, leading to better treatment adherence and quality of life improvements.
An Adaptive, Patient-Centered Approach
These tools create a continuous support system woven into everyday life. As technology advances, its potential to optimize chronic care will only grow, creating a healthcare model that’s responsive, adaptive, and centered on patient needs.
Digital Innovations in Women’s Health
Women’s health is stepping into a new era with FemTech (female technology), where digital tools specifically cater to the unique needs of women. From reproductive health platforms to wearable tracking devices, these innovations provide women with personalized insights and control over their health.
In 2023, the global FemTech market was valued at $55.6 billion and is projected to reach $125.35 billion by 2032, growing at a 9.47% CAGR, according to SNS Insider. This growth is driven by the rising use of mobile health apps and wearable devices, helping women take more flexible and hands-on control over their health. While these technologies have shown impressive growth, FemTech still represents a smaller portion of digital health funding, leaving significant room for expansion and greater impact.
Think about the convenience of tracking menstrual cycles, planning fertility, or even navigating menopause—all from a single, comprehensive digital platform. Concurrent data from wearable devices helps women and their healthcare providers spot trends, address symptoms, and anticipate health needs with precision and proactive care.
For healthcare providers, FemTech is a way to build trust-based relationships. By offering solutions tailored to women’s health journeys, providers can deliver care that’s meaningful, preventive, and forward-thinking. Investing in these technologies ensures that women’s health receives the attention and care it deserves.
Data Security & Privacy: Building Trust in Digital Health Solutions
Data security is paramount in digital health. As connected health systems expand, cybersecurity in healthcare and robust security practices are essential to foster trust and ensure health data privacy. Here’s how digital health solutions prioritize data security:
Advanced Encryption: Data is protected by top-tier encryption, safeguarding it during transmission and storage, ensuring patient information remains private and inaccessible to unauthorized users.
Rigorous Compliance: Adhering to essential standards like HIPAA and GDPR, these solutions consistently align with regulatory requirements, demonstrating a commitment to ethical practices.
Fortified Data Storage: Secure cloud storage and multi-factor authentication reduce vulnerabilities, maintaining data integrity and reliability at every stage.
With these security protocols in place, digital health systems deliver high-quality care while upholding data privacy, creating a seamless experience for patients and providers.
CES as Your Partner in Digital Health Transformation
The future of healthcare is digital, connected, and patient centered. CES leads this transformation by blending technology with expertise to help healthcare providers enhance patient outcomes. From real-time monitoring to advanced data security, our solutions address both today’s needs and tomorrow’s challenges.
Contact our Director of Account Management, Mr Srisudharshan (srisudharshan.mukuntharao@cesltd.com) or Associate Director Mr Chaitanya (chaitanya.vummethala@cesltd.com) to schedule a consultation and explore how CES can help upgrade your healthcare delivery system. Let’s collaborate to build a future where cutting-edge digital health technology and compassionate care go hand in hand to create a healthier world.
SAP ECC to S/4HANA migration is a monumental step for any organization. While the benefits of SAP S/4HANA, such as real-time data processing, advanced analytics, and streamlined processes, are well-documented, many businesses are still hesitant to take the plunge. The reasons for this reluctance are understandable: S/4HANA migration challenges like data quality issues, complex custom programs built over years in ECC, and the significant change management required to transition from old practices to new ones can seem daunting.
The Challenges of S/4HANA Migration
1. Data Quality Concerns:
One of the biggest challenges in migrating to S/4HANA is ensuring that the data being transferred is clean, accurate, and relevant. Over time, data in ECC systems can become cluttered with duplicates, outdated information, and inconsistencies. Data quality in S/4HANA migration is crucial because poor data can lead to inaccurate reporting, poor decision-making, and ultimately, a failed migration.
According to Gartner, nearly 40% of business initiatives fail due to data quality issues, making it essential to address these concerns proactively during migration.
2. Complex Custom Programs:
Many organizations have spent years customizing their ECC systems to meet their unique business needs. These custom programs are often deeply embedded in their operations, making them difficult to untangle and migrate to S/4HANA. The fear of losing functionality or encountering significant rework can be a major deterrent. S/4HANA custom code migration is a specific concern that requires careful handling to preserve critical functionality.
3. Change Management:
Moving to S/4HANAisn’t just a technical upgrade—it’s a transformation. Organizations must not only adopt new technologies but also new ways of working. SAP S/4HANA change management is critical in ensuring that employees are prepared and willing to embrace these changes. However, the scale of this task can be overwhelming, leading to hesitation and delays.
How CES Can Help
At CES, we understand the complexities and challenges of migrating to S/4HANA, and we are here to help you navigate them. Our approach is designed to address these concerns head-on, making the migration process smoother, more efficient, and less risky.
1. Data Quality Assessment and Cleansing:
We begin by conducting a thorough assessment of your existing data to identify and resolve any quality issues. Our experts use advanced tools and methodologies to clean and optimize your data, ensuring it is ready for migration to S/4HANA.
2. Custom Code Remediation:
Our team specializes in analyzing and converting your existing custom programs to be compatible with S/4HANA. We work closely with your IT and business teams to preserve critical functionality while optimizing and modernizing your codebase for the new environment.
3. Comprehensive Change Management Support:
We recognize that successful migration goes beyond technology. Our change management experts work with your organization to develop and implement strategies that ensure a smooth transition. From training to communication plans, we help your team embrace the new capabilities of S/4HANA with confidence.
Why Now?
The longer you wait to migrate to S/4HANA, the more challenging the process may become. SAP’s end of support for ECC is approaching, and the pressure to migrate will only increase. By addressing the challenges now with the help of CES, you can position your organization for future growth and innovation.
Ready to Take the Next Step?
If you’re still on the fence about migrating to S/4HANA, but worried about the challenges involved, talk to us. CES has the expertise and experience to guide you through the process, from initial assessment to final implementation. Let us help you unlock the full potential of S/4HANA and transform your business for the future.
In this latest blog, we delve into the intricate world of ERP implementation, focusing on Oracle Fusion ERP. As companies strive for operational excellence, the ERP implementation emerges as a pivotal journey, one that promises transformative outcomes but is fraught with challenges. In this age of Software as a Service (SAAS) ERP solutions like Oracle Fusion, the landscape has evolved, presenting both opportunities and complexities.
In this thought-provoking piece penned by Krishna Gandra, COO, Oracle Enterprise Services, we uncover key insights and lessons learned from his extensive experience in successfully implementing Oracle Fusion ERP projects. From inadequate planning to underestimated efforts in data migration, we will navigate through the common pitfalls and offer invaluable wisdom for a seamless journey toward your ERP implementation success.
Oracle Fusion ERP Implementation Journey: Insights and Lessons for True Success
ERP is the heart of every company’s operation, making it a pivotal factor that can either propel or hinder business success. A failed or delayed implementation can have profound consequences, potentially derailing business objectives and jeopardizing competitiveness. In an ideal scenario, the introduction of a new ERP system would catalyze a transformative shift, seamlessly aligning people, processes, and technology with strategic goals. It would foster collaboration, facilitate datadriven decision-making, and offer an intuitive interface that empowers staff to maximize productivity. However, the reality is often far more complex, with ERP implementations fraught with challenges that can hinder organizations from reaching “go live,” and especially from realizing a meaningful transformation.
In this new age of SAAS, ERPs like Oracle Fusion the challenge is even more amplified with constraints imposed by being a SaaS ERP. At CES, we implemented a considerable number of Oracle Fusion ERP projects. Through these experiences, we have gleaned practical insights and learned valuable lessons that have contributed to our expertise in ERP implementation. Below are some of the key pragmatic insights and lessons learned
Inadequate Planning and Preparation:
No industry is immune from the constraints of limited time and resources. This frequently leads to inadequate time allocation for gathering requirements and processes mapping with key stakeholders, leading to overlooked critical requirements and misalignment between the ERP system and business needs. In Oracle Fusion implementations, there is a tendency to underestimate the project’s scope due to its evolution from the decades-old Oracle EBS. However, the reality is quite different, as Oracle has introduced changes to certain core business processes, rendering them entirely different. The core user team from the business needs to be fully dedicated to the project, with additional team members periodically joining to provide necessary exposure.
Underestimated Efforts for Data Migration:
Another common Fusion implementation pitfall plays out when implementation teams underplay data migration. Because insufficient time and effort are allocated to thoroughly assess and understand the data migration requirements, teams may find that the data migration process can have issues due to data loss, corruption, or incomplete mapping. Furthermore, data migrations using file-based data integration (FBDI) templates a.k.a spreadsheets provided by Oracle make it difficult to keep reference data in sync. Error reporting of data failures is not very intuitive causing difficult data reconciliation. Data migration with multiple full-load runs needs to be included in the project schedule.
No Customization in SaaS ERP:
With no access to the database, SAAS products are built to create and update information using application provided screens and open APIs. However, in Fusion with a combination of Fusion provided hooks like groovy scripts in order management or pricing matrix algorithms in pricing implementation, teams can customize the product to achieve business critical requirements. The inclusion of Oracle PAAS (platform as a service) products like VBCS, and ATP extends the ability to customize Fusion. Such gaps in product functionality mapped to business-critical processes need to be identified early on in the project, built, and tested thoroughly before user acceptance testing (UAT).
Micro Services Makes Integration Easy:
In this era of microservices and standardized open API, integrating applications is assumed to be easy. While the availability of published microservices makes it easier to integrate, clearing security hurdles makes these integrations time-consuming. Working with application providers to identify and open certain ports or whitelist IPs will extend the project schedule. Integrating additional fields that are not available in a microservice will require working with a third-party application development team which again has its own deployment timeline that does not align with the Fusion implementation schedule. Allocation of additional resources to work on these sub-projects will help in reducing such impacts.
Ineffective Testing and Quality Assurance:
Insufficient test coverage and inadequate test scenarios can result in crucial system functions, defects, and edge cases being overlooked during testing, or misconfigured integrations between Fusion modules and other systems. Moreover, numerous organizations lack robust bug tracking and resolution processes, along with inadequacies in comprehensive test management, resulting in implementation teams grappling with test execution and timely issue resolution. To circumvent these challenges, organizations ought to prioritize comprehensive test coverage, addressing both functional and non-functional facets of the ERP system. Sufficient time should also be allocated for integration testing to validate seamless interaction between different modules. Throughout these stages, an intuitive resolution mechanism and bug tracking will aid teams in swiftly identifying, documenting, prioritizing, and resolving critical issues, ensuring the delivery of a system that meets business requirements and objectives.
With a seasoned expert team in Oracle Fusion ERP implementation, equipped with practical insights and solutions to address the challenges, CES offers tailored guidance and support, ensuring seamless navigation through every stage of your implementation journey.
Reach out to us at sales@cesltd.com to explore how we can help you in achieving ERP implementation success.
Application Maintenance Service (AMS) serves as the lifeline of the company’s technology stack, ensuring its continuous functionality. In the realm of enterprise relying on an ERP system, numerous challenges may arise, necessitating the intervention of experts or subject matter experts (SMEs) to deliver solutions. While some issues can be addressed within the existing ERP system, others may require custom solutions tailored to specific customer needs. At CES, our team of solution experts is dedicated to promptly identifying and providing resolutions or workarounds to minimize downtime and enhance cost-effectiveness for our clients.
CES places particular emphasis on various areas to ensure customer satisfaction, which are integral components of our service portfolio aimed at alleviating customer stress:
1. Single Point of Contact (SPOC)
At CES, we recognize the challenges customers face in navigating multiple contacts and channels for SAP system support. We understand that running a business leaves little time for searching through documentation to find the right person to assist with specific issues.
To address this challenge, we introduce a Single Point of Contact (SPOC) solution, embodied by our Service Delivery Manager (SDM). The SDM serves as the dedicated and accountable point of contact for the customer, streamlining communication and simplifying the support process. With the SDM in place, customers can efficiently reach out for assistance, even outside of the designated support window, without the need for extensive search or confusion.
2. Maintenance of a Customer Factsheet
The Customer Factsheet serves as a comprehensive dossier, providing a holistic overview of the customer’s profile and requirements. It includes:
Business Overview and Process Flows
Ticket Handling Procedures
Primary Stakeholders
Third-party Basis Support & Infrastructure Team Contacts
Cheat Sheets for Specific Tasks and Monitoring Activities
Knowledge Transition Links
Self-Service Guides for Ticketing Tools and VPN Access
This wealth of information is invaluable for us as a service provider, as it not only outlines tasks but also facilitates a deeper understanding of the customer’s business landscape. At CES, we firmly believe that grasping the intricacies of our customers’ operations is essential for delivering exceptional service. This knowledge enables us to:
Enhance service quality by aligning tasks with business objectives
Serve as technology partners, offering strategic guidance for future endeavors
Empower our SMEs and experts to swiftly comprehend business nuances and propose tailored solutions
Expedite issue resolution through informed decision-making
By maintaining a robust Customer Factsheet, we ensure proactive and effective support, fostering a strong partnership with our clients
3. Periodic Service & Business Reviews
At CES, we prioritize the implementation of periodic Business Reviews, which ideally occur on a monthly or quarterly basis, with additional reviews scheduled as needed. These reviews serve multiple purposes:
Providing Leadership Insights: These reviews offer leadership teams visibility into ongoing activities and developments.
Continuous Improvement Opportunities: As service providers, these sessions afford us the opportunity to assess what’s working well and identify areas for enhancement.
Building Mutual Trust: Engaging in these discussions fosters mutual trust and strengthens our relationship with clients, positioning CES as a trusted partner in their journey to success.
Strategic Road mapping: Leveraging our technical expertise and experience, CES can offer valuable insights and assist in devising a robust roadmap, ensuring the customer remains future-proofed against technological advancements.
By conducting regular Service & Business Reviews, we aim to drive collaboration, transparency, and innovation, ultimately delivering exceptional value to our clients.
4. Flexibility and Scalability
As our customers’ businesses evolve, whether through organic growth, acquisitions, or external factors such as the recent pandemic, their operational scope undergoes changes. These fluctuations inevitably impact the technology resources supporting them.
To effectively respond to these evolving demands, CES offers flexible resource plans that can swiftly scale up or down as needed, even on short notice. Our adaptable approach ensures that we can seamlessly adjust our resources to accommodate changes in customer demand, thereby supporting their evolving business requirements with agility and efficiency.
5. Usage of AI and Chatbot
CES maximizes the potential of AI and chatbots to optimize Application Support Services by:
Automating the ticketing process
Analyzing tickets using AI algorithms
Providing automated status updates and notifications
Offering solutions based on knowledge base, FAQs, and past incidents.
This initiative is geared towards enhancing service delivery, enabling quicker and more efficient assistance for our valued business users.
6. Transition Methodology and Tools
At CES, we pride ourselves on our robust transition methodology, supported by a comprehensive array of tools and templates for each module. Our methodology is meticulously structured to ensure minimal oversights, with every aspect of knowledge transfer meticulously planned.
To effectively respond to these evolving demands, CES offers flexible resource plans that can swiftly scale up or down as needed, even on short notice. Our adaOur transition plan encompasses a day-by-day breakdown of activities, including shadowing, reverse shadowing, independent issue handling, and adherence to SLAs. This systematic approach leaves no room for error and ensures a seamless transition process.ptable approach ensures that we can seamlessly adjust our resources to accommodate changes in customer demand, thereby supporting their evolving business requirements with agility and efficiency.
Thanks to our foolproof system, we’re able to complete transitions in record time – typically within just two weeks. This not only alleviates stress for the customer but also minimizes downtime, allowing the system to be up and running with minimal disruption.
The titan in the investment world, Warren Buffett, once said,
‘It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.’
CFOs and senior leaders in the financial sector recognize and understand the value of fostering relationships with investors. This is especially true for Alternative Asset Management companies and their Investor Operations and Investor Relations.
Alternative asset management is complex due to its unique structures and data needs. As a niche specialist partner with extensive experience in financial services, CES brings vertical expertise and commitment to delivery excellence to help navigate these complexities. Investor Operations is the bedrock of trust, reputation, and confidence in any financial endeavor. These departments are dedicated to facilitating visibility, ensuring clients receive unparalleled attention and assistance.
Let’s delve into some of the key challenges asset management firms face.
Common Challenges in Managing Investor Operations in Alternative Asset Management
Effective investor operations are crucial for long-term success in alternative asset management, despite the focus on returns. However, managing them requires specialized skills to overcome unique challenges.
Efficiency Bottleneck: A high volume of investor inquiries creates response delays. Delayed responses to investor questions can affect investor confidence and damage relationships, ultimately impacting the ability to attract and retain capital.
Data Integrity Challenges: Maintaining meticulous and organized client data such as investments, tax documents, client subscriptions, and CAQ documents is vital. Inconsistent or outdated data can lead to numerous errors, raise compliance concerns, and leave investors frustrated.
Collaboration Mismanagement: Coordinating meetings with geographically dispersed clients and busy investors is overwhelming. Inefficient scheduling not only wastes valuable time but also hinders consistency in communication.
By addressing these challenges head-on, a dedicated Investor Operations team enables firms to navigate and grow with confidence.
We will now explore how CES addressed these challenges to simplify and enhance the investor experience.
Streamlined Investor Inquiries: How CES Can Help with Inquiry Management
Our team acts as a bridge between your internal teams and investors, ensuring timely and precise information on a wide range of topics. The efficiency boost benefits investors by allowing for faster and more accurate responses to their inquiries.
Here’s how we can optimize your inquiry management process:
Inquiry Resolution
Our team fields inquiries from investors and authorized third parties, encompassing:
Fund details: Fund performance, investment strategy, quarterly letters, risk controls, regulatory compliance, etc.
Firm details: Investment Team, top-level management, Annual report, etc.
Our dedicated team is a central hub for investor inquiries. We seamlessly route inquiries to the appropriate team for resolution, including- Account maintenance, Audit confirmations, Accounting inquiries, Tax inquiries, Client questionnaires/RFIs, Legal requests, Reporting inquiries, Portfolio inquiries, Compliance requests, etc.
Empowered Investor Operations: Client Data Management with Expert Team
CES provides client data management for alternative asset firms, securing accurate and up-to-date client information for informed decision-making. Let’s peek;
Centralized Client Management: We handle efficient client onboarding within Salesforce/Investran (CRM modules). By updating client’s contacts, wire instructions, email IDs, addresses, fund details in which they want to invest, commitment amount, etc., we leverage the same CRM modules for effortless reporting on AUMs, transactions, and investor profiles—maintenance and updating all crucial client details within the platform. This centralized approach fosters a holistic view of each client relationship.
Targeted Investor Communication: We focus on targeted investor communication through Salesforce Pardot. This includes personalized mailers, onboarding materials, and fund updates tailored to each investor’s needs. We also manage efficient email distribution of regional fund performance reports and other relevant information. Furthermore, our team facilitates communication with investors regarding capital calls, distributions, and any payment-related issues. This can involve generating customized reports to ensure complete transparency and understanding for investors. By leveraging Salesforce, we create an informed experience for all investors.
Secure Client Portal: CES provides a dedicated client portal that empowers secure access to relevant information. This portal features controlled access management, ensuring only authorized users can view specific data. We also maintain the portal by uploading standard reports and promptly addressing any access issues or requests for additional reports.
Our partnership offers a committed expert team focused on maintaining clean, secure, and accessible client data. This helps asset management firms optimize operational efficiency, mitigate risk, and bolster security measures
Systemized Collaborations: Meeting Management Made Easy with CES
Scheduling investor meetings across teams and time zones is a challenge for large asset management companies. CES offers a solution that simplifies the process, optimizing scheduling, promoting clear communication, and providing relevant materials. Our solution handles this collaboration problem by simplifying the meeting management process with the following advantages:
Eliminate scheduling headaches with effortless scheduling: Our team manages the entire process, determining attendee availability and facilitating smooth coordination across teams and time zones.
Save valuable time and resources with enhanced productivity: We prepare meeting invites and gather, and attach relevant background information, marketing materials, and investor data.
Foster transparency and engagement with consistent collaborations: We ensure successful investor meetings through consistent collaboration, achieved by clear communication with all attendees before and after each meeting. In the pre-meeting stage, we share relevant materials such as agendas, presentations, and resources to ensure everyone arrives informed. Post-meeting, we distribute meeting minutes, presentations, webcasts, and action items on request, keeping everyone aligned and on track with the next steps.
In alternative asset management, nurturing strong investor relations and investor confidence are essential. We help you with expertise and innovative solutions to streamline operations, manage data effectively, and ensure seamless collaboration.
You can focus on what truly matters – generating superior returns while building lasting trust with your investors. Connect at sales@cesltd.com to discuss how we can elevate your investor experience.
The global fleet maintenance management software market is projected to boom, reaching an estimated $79.82 billion by 2030. While fleet maintenance management software is poised for explosive growth, many organizations lack formal systems. This inefficiency gap translates into rising maintenance costs, unplanned downtime, and the struggle to comply with regulations.
60% of companies are unaware of the rich data available that could enhance fleet operations and significant opportunities for operational improvement leading to cost savings are often overlooked.
A Closer Look into Fleet Maintenance Management Transformation for a Global Firm
Our client, a leading Canadian excavation services company, found itself grappling with the same reality. Their extensive and multifaceted fleet, supporting a diverse range of industries, was a key driver of their revenue. The client quickly realized the hindrances to their ambitious growth plans, which demanded a proactive, data-driven, strategic approach to fleet maintenance management. After implementing the solution, the client estimated savings above $5M annually!
Let’s dive into the specific opportunities to remove the hindrances:
Improve process efficiencies: Automate or simplify the manual processes that were creating workflow bottlenecks.
Improve fleet utilization: Lack of visibility to maintenance activity forced shorter maintenance cycles that were impacting the top line and bottom line. Develop data insights about all aspects of fleet maintenance activities for optimal fleet utilization
Improve scalability of maintenance operations: Current processes and systems could not support the ambitious growth plans of the company. With the fleet being the primary revenue driver, rapid growth required rapid fleet expansion which in turn demanded a scalable way to manage maintenance activities and support growing operational demands effectively.
Streamline Supplier Payments: As the company relies on external suppliers for fleet maintenance, supplier satisfaction is paramount to minimizing fleet downtime. The payment process needed improvement to make timely and accurate payments to enhance processing efficiency.
In essence, our client needed a comprehensive solution to transform their fleet management from a manual, cumbersome process into a well-oiled engine of efficiency. To address these challenges and meet their specific business goals, we as their IT partner assisted them in selecting an appropriate product vendor for fleet maintenance management software platform (Fleetio), and integrating Fleetio with Oracle Fusion Cloud for payment processing.
Proactive Fleet Maintenance Management from the Ground up with CES Expertise
As a product, Fleetio is aimed at centralizing and streamlining all facets of fleet operations, eliminating manual processes, spreadsheets, and outdated software with its comprehensive platform. Also tailors preventative maintenance schedules for each vehicle, and proactively identifies areas to save money.
A brief overview of the key features of the cloud-based software:
Fleetio’s robust functionalities seamlessly integrate with Oracle Fusion Cloud through a variety of methods, creating a hub for managing your entire fleet.
Here’s a breakdown of how CES integrated key Fleetio modules with Oracle Fusion Cloud:
Timely Vehicle Creation: We automated the addition of newly manufactured vehicles from Oracle Fusion Cloud in Fleetio, ensuring accurate records and tracking for the client.
Updated Vehicle Information: We automated vehicle cost center and status updates from Fleetio to the Scheduling system (Oracle Field Services Cloud), ensuring accurate cost allocation and timely operational planning for the trucks.
Effortless Vehicle Data Transfer: We seamlessly transferred Vehicle data from Fleetio to Lytx, a system that is deployed to improve their fleet and safety monitoring.
Simplified Part Creation: We integrated Fleetio and Oracle Fusion Product Hub for a seamless flow of parts catalog to Fleetio.
Efficient Requisition Process: We created and fulfilled requisitions in Oracle Fusion Cloud with tracking details in Fleetio, streamlining procurement processes and improving inventory management for the client.
Real-Time Inventory Updates: We automated item on-hand quantity updates from Oracle Fusion Cloud to Fleetio, ensuring accurate inventory management and reducing stockouts for our client.
Streamlined AP Invoice Creation: We automated AP invoice creation for fleet services completed, simplifying accounts payable processes and reducing manual errors for the client.
Efficient AP Tax Calculation: We automated tax calculations for M&R invoices, ensuring compliance and accuracy in tax reporting for our client.
Accurate Month-End Accruals: We automated the creation of accrual journals in GL from Fleetio data, ensuring accurate financial reporting for our client at the end of each month.
The CES Advantage: Seamless Fleetio Integration for Optimal Performance
We ensured a smooth Fleetio & Oracle Fusion Cloud setup for a client, maximizing the platform’s benefits. With the help of this integration, Fleetio now effortlessly handles the demands of our client’s extensive fleet, managing over 2,600 trucks and processing an impressive volume of data – approximately 3,000+ service entries and 500+ work orders every month.
Here’s how CES expertise amplified the advantages of integration for our client:
Streamlined Processes Leading to Simplified Payments We simplified fleet payments by leveraging Fleetio’s network. We secured faster service and explored upfront payment options, reducing administrative burdens.
Optimized Utilization with Actionable Insights Collaborating with the client, we analyzed Fleetio’s fleet utilization data and developed actionable strategies to enhance overall efficiency.
Enhanced Cost Control & Informed Budgeting By monitoring maintenance costs and lifecycle expenses through Fleetio, we helped in better budgeting and cost optimization.
Compliance & Efficiency Expertise Our team’s deep understanding of regulations and best practices, combined with Fleetio’s tracking functionalities, ensured the client’s fleet met compliance standards while minimizing downtime through root cause analysis.
Improved Financial Outcomes through Strategic Guidance CES, with Fleetio, facilitated cost savings and improved financial health. By managing costs, warranty recovery, and analyzing fleet data, the client gained valuable insights for strategic decision-making.
We went beyond simply setting up the software – we became a trusted partner, working collaboratively to maximize the capabilities of this integrated solution and transform their fleet management operations. In summary, the fusion of Fleetio and Oracle Fusion Cloud, coupled with CES’s proven implementation proficiency and strategic guidance, propelled our client towards enhanced efficiency, improved financial control, and a significant boost to their bottom line.
Unlock the full potential of your fleet with Fleetio, Oracle Fusion Cloud, and CES Expertise. Connect with us at sales@cesltd.com, rajeev.malur@cesltd.com to embark on your journey towards optimized operations and enhanced efficiency.
Is your business data trapped in isolated silos, leaving you blind to growth opportunities and emerging trends?
Are outdated metrics guiding your financial initiatives, exposing you to increased risk and potential losses?
When managing your supply chains, are you constantly grappling with production delays and resource drains?
Scattered information obscures data-driven insights, forcing reactive strategies instead of proactive ones. Many enterprises share the same struggle; valuable information is lost across their systems, making it difficult to understand customer preferences, predict future needs, or redefine operations.
Let us envision: Sales, Finance, HR, and Operations working in sync, sharing, and analyzing data, resulting in robust strategic initiatives, and enduring growth.
Now, make this vision a reality: Oracle Fusion Analytics Warehouse (FAW) – A centralized hub that unifies disparate data sources into a single, navigable landscape.
With Oracle FAW, you can utilize business intelligence, optimize operations, and gain real-time visibility of your business and industry best practices.
This blog explores Oracle FAW, its features, advantages, and functionalities across sectors. Also, discover the power of informed decision-making for business success through CES.
What is Oracle Fusion Analytics Warehouse (FAW)?
Oracle Fusion Analytics Warehouse (FAW) is a pre-packaged, cloud-based analytics tool built upon the firm foundation of Oracle Autonomous Data Warehouse and Oracle Analytics Cloud. This powerful combination enables Oracle FAW to integrate AI-driven, self-service analytics functionalities, including data preparation, enterprise reporting, augmented analysis, visualization, and natural language processing.
Oracle FAW unlocks business values through comprehensive data analytics and extensibility. The Fusion Analytics Warehouseby Oracle reaps multifaceted benefits like maximizing ROI and boosting sales, enhancing customer experience, ensuring data security, and adapting to growth. From streamlining supply chains and optimizing workforce management to predicting customer churn and uncovering financial risks, Oracle FAW transcends industry boundaries,ensuring every organization across the industry sector utilizes the hidden potential within its data.
Oracle FAW also helps integrate data from diverse sources like AWS, Google, and Big Data. You can effortlessly add external data sources, flexible ETL tools for custom data loading, or utilize pre-built connectors for immediate access. Even importing common formats like Excel and CSV is a breeze.
At CES, we help business users with ready-to-use insights through native data pipelines that pull data from Fusion Applications without needing additional ETL development. We leverage the pre-built dimension and semantic models for Fusion application sources, further simplifying data exploration and analysis on Fusion data. Our expertise in using the extensibility features allows data import from external data sources to develop a unified Data Warehouse and customized semantic model for a comprehensive analysis.
Data holds power, but utilizing its true potential requires the right expertise, process know-how, and robust tools. We deliver tailored Oracle FAW solutions, skillfully connecting technology with your business needs to ensure effective deployment.
Here’s how we help:
Seamless Implementation with In-depth Expertise: Our experienced team guides you through every step of the Oracle FAW implementation journey. We first understand your business’s unique intricacies and then translate them into solutions based on your specific needs.
Expert Data Management and Integration: Our Oracle team is highly proficient in data integration and management, ensuring clean and reliable data from various sources such as Oracle Fusion Cloud Applications, Salesforce, Workforce, Geotab, Google, Amazon, Excel flat files, SFTP, etc.
Change Management & Adoption: Change management is key. We support your team throughout the entire adoption process, equipping them with the knowledge and skills to harness Oracle FAW’s self-service capabilities and help you unleash maximum value from your data.
Project Management and Execution: With robust project management processes, we execute projects with progressive milestones that enable faster realization of ROI.
The Business Value We Deliver with Oracle FAW Services:
Faster Time to Insights: Get immediate access to pre-built dashboards and reports while enjoying the flexibility to customize for deeper analysis.
Data-Driven Decisions: Empower all levels of your organization with clear data interpretation for informed and insightful decision-making.
Operational Efficiency: Streamline processes, optimize workflows, and identify cost-saving opportunities with real-time data visibility.
Elevated Customer Experience: Improve customer behavior to personalize interactions and boost satisfaction.
Increased Agility and Scalability: Stay ahead of the curve with a scalable, cloud-based solution that adapts to your evolving business needs.
To encapsulate, with its user-friendly interface, pre-built analytics tools, and seamless integration capabilities, Oracle FAW empowers users at all levels to drive growth and productivity. Oracle Fusion Analytics Warehouse helps enterprises optimize their operations and make data-driven informed decisions.
If you want to leverage Oracle FAW’s true potential, contact CES Oracle Services – where proven expertise meets advanced technology excellence.
Get in touch with rajeev.malur@cesltd.com and transform your data into strategic insights today!
Within the life cycle of logistics, the yard holds a pivotal position, being capable of streamlining or disrupting the entire supply chain. Effective yard management is the linchpin that ensures smooth flow of goods, on-time delivery, and cost-efficient operations.
However, several manufacturers experience operational bottlenecks in managing their yards. In this blog, we will explore the common challenges in yard management and how CES’s Custom Mobile Application Development Services helped their customers address these issues effectively.
Challenges in Yard Management
Depending on the organization, yard management presents a myriad of challenges. Here are a few prominent obstacles that impact overall yard management:
Lack of Visibility: Limited visibility of trailers, containers, and personnel movement poses challenges for Yard Managers and Jockeys, leading to delays, errors, congestion, and security concerns during the docking process.
Communication Barrier: Large yards with multiple teams often face communication challenges, impeding efficient coordination between warehouse staff and yard jockeys. This can lead to increased errors, delayed decision-making, and overall disorganization in yard management.
Inefficient Task Management: Inefficient task management poses challenges for yard supervisors, resulting in wasted resources, disrupted workflows, and increased costs, specifically when tasks related to coordinating the movement of goods are not allocated and executed efficiently.
Manual Operations: Relying entirely on manual systems and paper records slows down the operations, increases errors for administrative staff, and amplifies these hurdles as operations expand, demanding even more manual work.
Yard Jockey Inefficiency: Inefficient performance by yard jockeys can lead to congestion, delays, and operational issues, given their vital responsibility in organizing assets and prioritizing tasks.
Redefine Yard Management with CES’s Proven Technological Expertise
As a reliable partner, we help our customers redefine their yard management by building custom mobile solutions to optimize operations, streamline processes, and enhance the overall supply chain.
Let’s delve into the comprehensive solution engineered by CES through their custom mobile application development capabilities for YMS, which help customers overcome yard management challenges effectively.
Geofencing: Using geofencing, we ensured that Yard Jockeys only utilize the app within specific areas, enhancing asset security in the yard.
Scheduler: Our proficient team developed a scheduling functionality to efficiently organize vehicle and asset movements at loading docks, reducing delays and boosting productivity in the supply chain.
Asset Management: Through continuous monitoring and maintenance, we optimize efficiency and enhance security within the yard by supervising assets in the Customer’s Yard Management System.
Real-time notification: We incorporated the real-time alert functionality into the customer’s YMS, promptly informing stakeholders about yard operations, promoting transparency, and allowing proactive decision-making.
CES Success Story: Hassle-Free Admin Experience for CES Clients
Introduction: When harnessed effectively, Yard Management Systems (YMS) can be an asset for businesses. CES optimized business operations for one of the largest global bottling plants in the USA by seamlessly integrating the Yard Management solution into their existing application.
Problem Statement: Manual operations were impacting overall efficiency and contributing to inefficient staff administration, resulting in delayed updates from the yard jockeys, performance issues, and inaccuracies in data.
The CES Solution:
Our skilled team developed a custom mobile application compatible with iOS, Android, and Windows Operating systems with a seamless user interface and navigation.
The solution was built using Xamarin Forms in .NET and C# technologies with advanced functionalities like Geofencing, In-app notifications, and Offline Mode capabilities.
The newly developed mobile application was integrated with the customer’s YMS admin portal, enabling real-time data synchronization between both applications and allowing instant updates on the plant and users.
Automating manual operations resulted in:
Minimized chaos and bottlenecks from manual operations.
Efficient staff administration for Yard Jockeys.
Improved employee experience.
Effective performance analysis which included Yard Jockeys’ working hours.
Real-time updates of the tasks for better visibility.
Streamline and Redefine your Yard Management Process with CES
With years of unwavering commitment to helping businesses, combined with a collaborative approach, and our team’s in-depth understanding of the challenges faced by manufacturers in yard management, we can identify your unique pain points and develop tailor-made mobile application solutions to streamline your operations and drive productivity.
Our holistic suite of services is engineered to amplify your business values and achieve substantial cost savings. Visit us at digital-transformation-enablement to learn more about our Digital Transformation services.
Daily Reconciliation for Cash and Positions helps maintain accurate books and records. The reconciliation process involves thorough verifications of each transaction and resolutions of any discrepancies. Accurate reconciliation builds trust, transparency, and accountability for back-office operations. In an industry where real-time financial data is imperative, and reconciliation is pivotal, it raises a vital question –
How can Asset Managers manage the demand for fast and accurate reconciliation?
Asset Managers need to reconcile their investments at regular intervals to rectify errors promptly and on a timely basis. Conducting daily bank reconciliation ensures records are up-to-date and accurate. The blog unveils how the CES CashTrax tool helps you automate complex reconciliation processes based on your business rules to improve accuracy and speed.
Behind the Scenes: A Closer Look at Reconciliation Processes
Even today, many asset management firms rely manually on Excel for their reconciliation activities.
Let us briefly review some of the reconciliation activities commonly undertaken:
Cash Reconciliation: This reconciliation process involves comparing closing cash balances of Accounting Books with Custodians or Prime Brokers and preparing transaction-level reconciliations so that any exceptions reflecting on the reconciliation can be resolved promptly. This process can help departments estimate their cash flows and manage their cash to aid in investment decisions related to Short-Term Investment Funds (STIF) plans.
Position Reconciliation: This process involves the reconciliation of the Invested quantities from two or more sources. This is also the process of confirming that an asset manager holds the same number of securities that the prime broker, custodian, or counterparty reflects in their books on the specified date.
Trade Reconciliation: This involves comparing the records from the order management system (OMS) with the trades. Since a majority of asset managers post their daily transactions through an automated trade posting process, any failure in their trade posting process may lead to discrepancies in their books. Reconciliation of trades will help them find these discrepancies and post them quickly.
Reconciliation Reporting: This includes reconciliation reports that comprise an in-depth overview of the process’s outcomes. This contains the summarized Currency-Wise Cash Balances, Matched Transactions, Unreconciled Transactions, comments for breaks, etc.
When these reconciliation processes rely on Excel, it leads to in-process issues such as version control problems, errors, and inconsistencies. These issues result in increased manual efforts, higher costs, and operational risks.
Breaking Free from Manual Reconciliation: AUTOMATE Asset
Asset management firms are turning to automated reconciliation software solutions to address these challenges. This helps decrease reliance on manual processes that are prone to errors and minimize associated risks. Here’s how an automated reconciliation tool can help asset managers and firms handle their operations efficiently:
Significant Reduction in Manual Efforts: Automation eliminates time-consuming manual tasks and improves productivity.
Automated Data Processing with Scheduler: Automated data processing using a scheduler streamlines daily operations, ensuring timely and systematic handling of tasks and reducing the risk of errors associated with manual execution.
Dashboard View for Higher Management Visibility: The dashboard offers a clear overview of key metrics, facilitating quick and data-driven decision-making for management by presenting insightful information.
Historical Reconciliation/Data Reports Availability: Access to historical reconciliation and data reports at any time enables easy reference for audits and analysis, helping with transparency and accountability in financial operations.
CES CashTrax: A Game-Changer that Automates Your Reconciliation for Seamless Operation
CashTrax is an innovative tool that helps you standardize, streamline, and automate reconciliation processes.
CashTrax is designed to manage reconciliations and provide efficient daily oversight of both trade and non-trade activities. With the ability to seamlessly transition from Microsoft Excel and traditional processes, the tool can automate data uploads, schedule the recon processes, and offer real-time visibility into the entire process. The tool’s turbo-matching engine can be configured to incorporate specific business rules. It provides real-time recon reports and closing balances within a predefined threshold as specified. Furthermore, the platform automatically downloads files from custodians and can also be integrated into accounting systems like Geneva.
A comprehensive overview of CashTrax Features:
Rule-Based Turbo Matching: Utilizes rule-based matching with a focus on volume (>90%) and high accuracy (>99%).
Break Management with Age Tracking: Manages breaks focusing on their age, facilitating efficient resolution.
Flexible Reconciliation Options: Supports Multiple Funds Single Account or Multiple Funds Multiple Accounts Reconciliations.
Auto Break Assignment: Automatically assigns breaks to specified users for streamlined resolution.
Detailed Transaction Reports: Provides detailed reports by Transaction, Portfolio, or Account for comprehensive insights.
Report Review and Publishing: Allows the review, publishing, and generation of ad hoc reports.
Audit Trail and Real-Time Syncs: Maintains an audit trail and supports multiple real-time reconciliations and syncs in real-time.
Manual Matching and Overriding: Offers the ability to perform manual matching and overriding when necessary.
Currency Balances Display: Calculates and displays local and base currency cash balances on a specified date.
Why CashTrax Should Be Your Go-to Reconciliation Tool
Being a proactive reconciliation tool, CashTrax follows a pre-emptive approach to managing breaks as and when they occur throughout the trade lifecycle. There is a wide array of benefits CashTrax delivers –
Automated Reconciliation: Manages Cash and Position reconciliations efficiently, automating the daily oversight of trade and non-trade activities.
Real-time Data Summarization: Provides a summarized view of real-time data, including Reconciliations with status, Breaks categorized by age, Interfaces, Notifications, and Reminders.
Break Management and Collaborative Resolution: Allows users to assign the breaks to appropriate parties/ departments based on break types and offers dashboard views with the age of the break, enabling multiple departments to work collaboratively. These assigned reconciliation summaries, i.e., also termed internal reports, help with effective resource allocation and communication across departments.
Reports in Multiple Formats: Enables the generation of Daily Status Reports, Break Reports, and Summary Reports, available in both Excel and . CSV formats.
Cash Posting Management: Supports Corporate Accounting teams by facilitating seamless cash postings.
User-Friendly Interface: Offers a user-friendly platform for streamlined reconciliation processes and enhanced user experience.
Automation is no longer a convenience but a necessity for precision and speed. With CashTrax, asset managers can streamline and automate their reconciliation process that is fast, accurate, and comprehensive.
Get rid of tedious manual data entry and say goodbye to spreadsheet hassles. Request a demo at sales@cesltd.com.
