SGA Business Systems, Inc.: Customer Relationship Management

An IBM Built on Express Portfolio^TM solution

SGA Business Systems, Inc., founded in 1984 and an IBM Premier Partner since 1994, is a provider of customized collaborative solutions to businesses of all sizes. The company applies IBM Lotus Notes® and IBM Domino® collaboration technology in innovative ways to create cost-effective, leading-edge solutions that improve a wide range of critical business processes. This enables companies to run their key operations entirely on IBM Lotus Notes and Domino. That means one easy-to-use platform for electronic mail, calendars, address books, instant messaging and almost any other business process a company requires.

Solution overview

A hedge-fund-management company faced the challenge of information silos. Client information was stored in mail files and on shared network drives. It was often duplicated, and mass e-mailing was a tedious process without full audit trails.

SGA Client Relationship Management (CRM) addresses the challenge of consolidating information across the company into a Lotus Notes database that can be both centrally managed and distributed across servers and clients. SGA also customized CRM to model the fund-management business processes of Halcyon Asset Management and to manage mass e-mailing with full audit trails.

IBM Built On Express components:

IBM BladeCenter Business Express, IBM System i™ 520 Express Edition, IBM System p5™ 185 Express
IBM Lotus Domino Express

Proven client success

By storing all client information in a shared database, the client is able to track contact information, funds, business partners and activities in one location.

The client has processed 50,000 mass e-mails to its clients using SGA’s state-of-the-art customization. SGA’s E-Mail Master product enables the client to easily create a mailing and store only one copy of an attachment, instead of storing one copy for each mailing.

SGA’s solution combines collaborative capabilities in a manner unlike other CRM technology. The client can have threaded discussions about any piece of information with an audit.

IBM Business Partner