The U. S. Bureau of the Fiscal Service sought to update their CRM System, which facilitates the customer experience by enabling the Bureau to obtain a single view of customer interactions across all business lines. While their legacy system was functional, it required updates and cross-line data integration to allow them to reach their fully potential.

Southpoint assisted the Bureau in centralizing federal agency and state customer accounts, contact information, customer meetings and conference information, customer product and service utilization information, and customer case management for several departments. Our consultants also developed robust customer information reports and dashboards while tracking, managing, and sharing information from a customer perspective and improving collaboration across business lines.