Managed Services

Australian Financial Institution

Case Study

Service Name

Challenge

Our client was confronted with a pressing issue regarding the management of their website. Originally developed by an external company, their website struggled to accommodate essential updates and technical improvements in a timely manner. This situation presented a significant impediment to meeting evolving business and member needs swiftly and efficiently.
The primary challenges faced by the institution included the need for more regular, timely updates and feature enhancements, as well as a technical debt within their development team as they migrated to newer platforms.

Solution

The focus of development for the Financial Institution was across three key areas: Its website portal, member app, and legacy system integration. All three areas were to be developed concurrently due to the project timelines and to ensure that member needs were met regardless of channel. Requirements were determined based on employee and customer feedback, and the new features were broken down into stories to be developed by one of three development teams. 9X5 Consulting assembled the two development teams in consultation with the client, with internal staff comprising the integration team.

Both streams were scoped by our Solution Architect and then broken into tasks by our Business Analyst/Scrum Master. Both project streams were run utilising SAFe Agile, which suited the project due to the flexibility required. Development was broken into fortnightly sprints, with 9X5’s Business Analyst also acting as the scrum master/ sprint planner.
The Member Portal Team is comprised of .NET developers, along with an Analyst and Functional Tester. The mobile team comprised a Xamerin developer, an analyst, and quality assurance professionals. Over the course of 12 months, enhancements were made to both streams which included: Monthly Investment Snapshot and Portfolio Metrics, Investor Statements and Income Taxation Statements.

Impact

The enhancements made to both the member portal and the member app have led to a greatly reduced customer churn rate, and a much improved customer experience. Prior to this development, many new member tasks still required PDF forms to complete (signing up to the portal for example) where now these tasks are handled within the app or website itself, reducing wait times.
Customer and member feedback scores are greatly improved and these feed-back mechanisms will continue to drive feature enhancements moving forward with the new digital platforms.

Client Overview

Our client is one of Australia’s best- known and most trusted alternative asset managers.

With over $19 billion in assets under management across almost 100,000 investors, including some of the world’s largest financial institutions, they are a market leading financial management institution.


Multinational Fast Food Corporation: Analytics Technical Architecture

Case Study

Service Name

Challenge

To meet the reporting needs of restaurant management and franchisees, our client has invested heavily in data and analytics platforms. In 2023 they made the decision to shift their main analytics platform from MicroStrategy to Domo, to improve response times, reduce development costs and improve user experience.
As Domo’s premier integrations partner in Australia, 9X5 Consulting was approached to support this uplift.

Solution

The Fast Food Corporation’s existing reporting dashboards had grown from an original number of 250 cards, to well over 2000. Many of these reports had been created to solve ad-hoc issues, and were not known or shared outside of departmental teams.

9X5 Consulting initially conducted an audit of these reports, which looked at metrics used, data sources required, ETL requirements, report usage, sharing and privacy, and business requirements, creating a matrix of reports with an estimated effort to recreate per dashboard. This formed the basis of our scope of works, which was then presented to the client.

With a strong understanding of the business requirements and the capabilities of Domo, 9X5’s Architect started with an assessment of the current solution including data sources, ETL processes, data warehouses, BI tools, and reporting mechanisms.

9X5 identified technical debts and performance issues around the utilisation of Snowflake as a data store, so upgrading this was also included in scope.
Once this was completed, 9X5 then defined the target data architecture, data pipelines and ingestion methods as well as user access controls.

Impact

With the initial approach agreed upon, 9X5 have assmebled a large team of Domo and Snowflake Developers to undertake the large task of moving reporting Dashboards across to the Domo platform. Work is being conducted in sprints with dashboards and cards being validated before redeveloped, ensuring that we only redevelop cards being used, and ensure that only the right users have access.

Concurrently 9X5 is involved in establishing and conducting Domo training for staff across both head office, regional offices and stores and will continue these activities throughout 2024/25.

Client Overview

Our client has become one of the leading multinational companies in the restaurant industry, managing a vast network of franchisees worldwide.

They have achieved success through a mix of well-established brand identities, coupled with the implementation of unified global systems and support services.


Australian Non-Profit Organisation - Digital Transformation Roadmap

Case Study

Service Name

Challenge

As part of our client’s 2022-2025 Strategic Plan, it was determined that there was a need to look at their existing technology and digital assets, and compare member services to other medical member associations to determine how they could digitally transform themselves to better serve members across Research, Best Practice, Education, Professional Affairs and Industry Advocacy.

The organisation approached 9X5 Consulting to support this deliverable by conducting a strategic review.

Solution

Leveraging their expertise in strategic planning and digital innovation, 9X5 Consulting collaborated closely with the client’s leadership team to conduct a thorough assessment of the organisation’s digital maturity and strategic objectives.

Impact

The strategic recommendations provided by 9X5 Consulting facilitated alignment between the organisation’s digital initiatives and its overarching business goals, driving sustainable growth and competitive advantage.

By leveraging digital technologies and data-driven insights, our client enhanced their ability to deliver personalised and value-added solutions to its members, resulting in higher satisfaction interactions.

9X5 Consulting commenced the engagement by conducting extensive interviews and workshops with key stakeholders across the organisation’s various departments. This allowed them to gain insights into the current state of digital capabilities, organisational culture, and strategic priorities.

Following the initial assessment, 9X5 Consulting performed a comprehensive analysis of the collected data, including existing technology infrastructure, digital processes, market trends, and competitive landscape. This analysis helped identify gaps, opportunities, and potential risks.

Based on the findings from the assessment and analysis phase, 9X5 Consulting developed a set of strategic recommendations tailored to the client’s unique business objectives and market dynamics. These recommendations encompassed areas such as digital infrastructure enhancement, talent development, strategic partnerships, and customer engagement strategies.

Client Overview

Our client is a leading professional society in Australia that focuses on the medical specialties of gastroenterology and hepatology.

They serve as the primary organisation for healthcare professionals and researchers in these fields within the country. This member-driven association is dedicated to establishing, advocating for, and enhancing the standards of clinical practice across these specialties nationwide.


Australian Financial Group - Building a Digital Workforce

Case Study

Service Name

Challenge

As part of a strategic review In 2021, our client realised that to meet the growing expectations of their members, they needed to undertake a large-scale. multi-year digital transformation journey, with the aim of uplifting core systems, and delivering a user experience to members that was industry leading.
With a small in-house ICT function, they faced the challenge of rapidly scaling the size of their ICT team, to meet a set of objectives which were still being devised, all during a period of significant hiring challenges, with both the COVID pandemic and record low unemployment making the ICT labour market challenging.

Solution

The Financial Institution faced the challenge of rapidly expanding the size and capabilities of its ICT team while still defining and prioritising the workload of its transformation program. They partnered with 9X5 Consulting to achieve their ambitious goals due to our expertise in project delivery, analytics and digital development.
9X5 and the Institution set up twice-weekly requirements meetings, where program updates leading to changes in hiring requirements or timetables were discussed. These sessions were critical when platform selections were made, as this would dramatically impact the role requirements.
After each resourcing meeting, 9X5 would assess the impact, assemble a recommended resourcing package, and then start our regular recruitment process, albeit with new or modified roles.
9X5’s recruitment process is focused on both fast turnaround and organisational fit, reducing the sourcing life cycle from months to weeks.
The collaboration between the Financial Group and 9×5 Consulting was characterised by a strategic approach and a deep commitment to delivering tangible results. 9×5 Consulting’s team of consultants.

Impact

Over 12 months, 9X5 deployed a team of 37 highly skilled consultants to support the group’s ICT function, driving their digital transformation journey forward.
We provided consultants across Architecture, UX Design, Development, Project Management, Quality Assurance and Business Analysis.
Through a combination of expertise, dedication, and collaborative spirit, the client was able to navigate the complexities of modernisation and emerge as a stronger, more agile organisation poised for future growth.

Client Overview

Our client is one of Australia’s best- known and most trusted alternative asset managers, with over $19 billion in assets under management across almost 100,000 investors, including some of the world’s largest financial institutions.

With over $19 billion in assets under management across almost 100,000 investors, including some of the world’s largest financial institutions, they are a market leading financial management institution.


Analytics Suite UX Uplift

Case Study

Service Name

Challenge

The client recognised the importance of leveraging data analytics to drive operational excellence and strategic decision-making across their organisation. However, their existing Domo-based analytics suite faced challenges related to usability, navigation, and user engagement. To address these issues and unlock the full potential of their analytics platform, the organisation engaged 9X5 Consulting to implement usability improvements and enhance user engagement.

Solution

To overcome the challenges, 9X5 Consulting devised a strategic approach to enhance the usability and engagement of their Domo-based analytics suite. 9X5 Consulting collaborated closely with the client to implement targeted modifications and enhancements tailored to their specific needs. We delivered:

  • Usability Assessment: 9X5 Consulting conducted a comprehensive usability assessment of the client’s Domo-based analytics suite to identify pain points, usability issues, and areas for improvement through user testing, feedback collection, and analysis of user interactions.
  • User-Centred Design: Based on the findings from the usability assessment, 9X5 Consulting employed a user-centred approach of design iterations, wire framing, and prototyping to refine the user interface.
  • Navigation Optimisation: 9X5 Consulting focused on optimising the navigation structure of the client’s Domo-based analytics suite to improve ease of use and accessibility. This included restructuring dashboards, organising content, and implementing intuitive navigation paths to streamline user interactions and facilitate data discovery.

Impact

By partnering with 9X5 Consulting to enhance their Domo-based analytics suite, the organisation achieved significant outcomes including improved usability, increase usage and enhanced decision making.

By leveraging user-centred design principles and targeted modifications, the client successfully transformed their analytics platform into a powerful tool for driving operational excellence and strategic insights in the aerospace manufacturing industry.

Client Overview

Our client specialises in advanced manufacturing serves customers in the global defence and commercial aerospace sectors.

With internationally recognised accreditations and cutting- edge technology, this company operates dedicated teams and facilities in the USA, NSW, and Victoria.


Mining Manufacturer Cybersecurity Review

Case Study

Service Name

Challenge

With decentralised operations across Tasmania, The Australian mainland and South East Asia, our client understood the need to undertake a review of ICT systems and processes to ensure security of their data and provision of services to their 2000 staff.

This client approached 9X5 Consulting based on our technical knowledge of their core systems, to undertake a current-state review and make recommendations relating to their technology and processes.

Solution

9X5 Consulting undertook a current state review of all systems, data handling processes and device management tools to create a current state assessment document. This document was submitted back to the ICT management team who approved it’s validity.

With the current state understood, we then proceeded to write a recommendations guide for the client, based on the Essential 8 and NIST cybersecurity frameworks and broke down issues into 5 major categories:

  • Identify: Where we develop an organisational understanding to manage cybersecurity risk to systems, people, assets, data, and capabilities.
  • Protect: Develop and implement appropriate safeguards to ensure delivery of critical services.
  • Detect: Develop and implement appropriate activities to identify the occurrence of a cybersecurity event.
  • Respond: Develop and implement appropriate activities to take action regarding a detected cybersecurity incident.
  • Recover: Develop and implement appropriate activities to maintain plans for resilience and to restore any capabilities or services that were impaired due to a cybersecurity incident.

Our recommendations guide outlined a range of system and process enhancements.

Impact

Our recommendations guide focused on both technology and policy changes including:

  • Recommended security changes for key systems including their CRM. This included implementing 2 factor authentication for all systems containing client data.
  • HR Policy changes were recommended including background checks for all new employees, disposal of non-essential personal data.
  • Security Awareness Training for all staff.

The client has taken these recommendations to the board and is now working with us to implement the changes across their business.

Client Overview

A leading manufacturer of quality products for the global underground and surface mining industries, this company is an authorised Caterpillar OEM.

Based in Tasmania, Australia, with operations spread across South East Asia, the organisation has grown significantly over its more than 45 years in the industry.


Foreign Investments Group - Cybersecurity Review

Case Study

Service Name

Challenge

Given the sensitive nature of their work and the varied technology maturities of their partner companies, the board were concerned with their cybersecurity posture.
They approached 9X5 Consulting to independently review their systems, processes, and data maturity to provide a roadmap for activities to strengthen their defensive posture.

Solution

9X5 Consulting brought in a senior cybersecurity consultant to help with the analysis and provide a tailored cybersecurity roadmap. 9X5’s cybersecurity framework is based on the NIST Cybersecurity Framework and is broken down into five key areas: Identify, Protect, Detect, Respond, and Recover, supported by a governance layer. Given much of the organisation’s intellectual property was not documented, our consultant required a great deal of time interviewing staff from the client so the work was conducted on-site to minimise delays.
For each of these 6 phases, our consultant conducted an ‘As-Is’ assessment, which was then documented into a Current Profile. Based on best practices, we then created a Target Profile for an investment organisation. The gaps between these two profile documents determined the actions required in the roadmap, which were then prioritised based on legislative requirements (such as privacy legislation), cost and time to implement.

One example of an identified issue and roadmap recommendation was within the Governance Layer, it was identified that whilst the company had a risk policy and registered, this was not reviewed annually and did not include cybersecurity risks. As a high-impact, low-cost improvement, this was recommended as one of the first improvements on the company’s roadmap.
The current and target profile documents, along with the Cybersecurity Roadmap were delivered to Ampeliam Foreign Investments in 20 business days.

Impact

With their cybersecurity roadmap in place, this client is now on the way to strengthening their technology, work processes and cyber maturity to ensure that they can interface with potential partners with confidence.

Future aspirations now include ISO certifications to streamline the process of partnerships with other organisations.

Client Overview

Established in 2018, this Melbourne- based venture capital investment firm is part of a broader family office group of companies, focusing on science, technology, and manufacturing startups. The firm frequently engages with overseas companies, necessitating non-disclosure agreements and stringent measures concerning data privacy and security.


Ports Victoria

Case Study

Service Name

Challenge

With a large number of staff across a range of sub businesses and services, maintaining adequate service levels for IT help desk staff can be a challenge. The Authority realised that it was essential to strengthen their ITIL framework and required an ITSM platform to support this. Our client conducted an investigation of leading ITSM platforms, and selected ManageEngine’s solution, as the best option to configure for their needs, that was scalable and met their budgetary requirements. After initial discussions with ManageEngine, it was recommended that they engage with 9X5 Consulting as a leading systems implementor for ManageEngine.

Solution

9X5 initiated the project by conducting a thorough assessment of their existing IT infrastructure, service management processes, and specific requirements for the service desk. This included identifying pain points, bottlenecks, and areas for improvement, as well as understanding the their unique needs and goals.

Based on the assessment, the 9X5 designed a customised ITSM solution tailored to The Authority’s requirements based on Zoho Service Desk. Service Desk was slected as it best aligned with the client’s size, complexity, and budget constraints. Additionally, 9X5 configured the service desk to support key ITIL (IT Infrastructure Library) processes such as incident management, problem management, change management, and service level management. This included defining workflows, setting up automation rules, configuring service catalogs, and establishing user access controls to ensure compliance with security and regulatory requirements.

As part of the rollout, 9X5 handled migrating existing data and workflows to the new service desk platform, conducting user training and onboarding sessions, and establishing support procedures for ongoing maintenance and management.

The deployment process was carefully coordinated to minimise disruption to The Authority’s operations, with regular communication and collaboration between the consulting team and key stakeholders to address any issues or concerns that arise.

Impact

The client now has a customised ITSM Service Desk solution that has been tailored to their specific needs, and allowing them to service the IT needs of their users across all of their locations. Post-deployment, 9X5 provided continued support and optimisation services to ensure that the service desk meets their evolving needs and delivers value in terms of improved efficiency, transparency, and user satisfaction.

Client Overview

Ports Victoria oversees the safe navigation of vessels in and out of the state’s commercial ports.

Leveraging maritime expertise, this entity guides the strategic planning and operations within Victoria’s commercial ports and waterways.


Big 4 Australian Bank

Case Study

Service Name

Challenge

This Australian Big 4 Bank faced challenges in analysing and centralising their Social Media Advertising data.

The data was scattered across multiple disparate systems, making it difficult to consolidate information on cost, run time, results, and feedback. Collating and reporting on the various data sources consumed a significant amount of time and resources.

Over 1500 hours per month was being spent by the bank on manually creating reports, gathering data from multiple sources by hand, and trying to blend and analyse said data without external help.

Solution

9X5 proposed and implemented Domo, a cloud-based analytics platform, to address the bank’s data consolidation challenges.

Domo was chosen for its ability to centralise disparate systems and provide a user-friendly dashboarding platform, enabling easy access to all the required information in one place.

Domo proved instrumental in managing the bank’s massive data volumes, with over 1 billion rows of data ingested daily and approximately 400 billion rows per year. The platform efficiently stored, visualised and blended this this data, enabling the bank to analyse their data faster than ever before, and enhanced their decision-making.

The implementation of Domo significantly reduced the bank’s manual reporting efforts, saving hours of valuable time. Previously, the bank conducted a lengthy four-hour meeting twice a month to review advertising statistics. With Domo, these meetings became obsolete, as staff and decision-makers gained access to real-time, on-demand information through the platform.

Impact

The adoption of Domo has had a profound impact on the Big 4 Australian Bank and its operations.

Domo’s centralised data approach eliminated the need for manual data collation and reporting. This automation saved the bank significant hours and resources that were previously allocated to compiling reports, enabling employees to focus on more strategic tasks.

Domo empowered the bank’s staff and decision-makers with a comprehensive view of their social media advertising data in real-time. By accessing Domo’s intuitive dashboarding platform, they can make data-driven decisions faster and with greater accuracy, improving the effectiveness of their marketing campaigns.

Seamless Collaboration: With over 100 Domo users within the bank and external marketing agencies, Domo facilitated seamless collaboration and data sharing. Marketing agencies working on social media campaigns for the bank gained access to the bank’s Domo instance, ensuring transparency and alignment in data analysis and reporting.

By centralising and streamlining the data analysis process, Domo enabled the bank to operate more efficiently. The platform’s ability to store and visualise vast amounts of data in an organised and accessible manner significantly reduced the time and effort required to extract insights and generate reports.

9X5 successfully addressed the Big 4 Australian Bank’s challenges in analysing and centralising their social media advertising data. By implementing Domo, the bank experienced significant time savings, improved decision-making capabilities, enhanced collaboration, and increased operational efficiency.

The successful partnership between 9X5 and the bank showcases the transformative power of analytics solutions in addressing complex data management issues within large organisations.

Client Overview

Our client is one of Australasia’s largest financial institutions and employers, with over 32,000 staff and over 8.5 million customers.

As a truly globally-focused organisation, their scale and connectivity allow them to tackle some of the biggest challenges facing our business and community such as climate action, affordable housing, and backing Indigenous businesses.

Connectors Utilised

Facebook

Facebook

Google Sheets

Google Analytics

Meta Business

Excel

Excel

YouTube

Instagram


Penola Catholic College

Case Study

Service Name

Challenge

Before implementing Education360, Penola Catholic College faced challenges leveraging student data. The data was scattered across multiple sources, making it difficult and time-consuming for educators to collect and access necessary information about their students.

This abundance of data across multiple disparate systems also hindered the ability to synthesise and analyse it to gain meaningful insights. As a result, educators struggled to identify at-risk students and provide timely support, leading to potential gaps in student learning and growth.

Solution

To address the challenges faced by Penola Catholic College in effectively leveraging student data, 9X5 implemented their premier data analytics, monitoring and visualisation tool, Education360.

Utilising the powerful capabilities of Domo. Education360 serves as the centralised hub for all student data, bringing together information from various sources into one comprehensive dashboard.

Education360 was specifically tailored to address Penola’s main pain points, taking into account their unique challenges. It seamlessly integrated both on-premise and cloud-based data, ensuring that staff members could easily access and utilise the data they needed.

Additionally, the platform offered the ability to annotate within the data itself, facilitating collaboration among staff members and enabling them to hold themselves and students accountable for progress. Whether they needed a class summary or wanted to drill down to individual student profiles, the platform allowed educators to visualise and analyse data, enabling informed decision-making quickly.

Impact

Implementing Education360 at Penola Catholic College has significantly impacted the school’s ability to leverage student data and address the challenges they faced effectively.

The consolidation of data from multiple sources into comprehensive dashboards has streamlined the process of collecting and accessing student information. Educators no longer need to spend valuable time searching for data across disparate systems. The centralised hub provided by Education360 allows for efficient data retrieval, saving time and effort for educators.

“We had data in ten different places, forcing staff to go to ten different locations to find out everything they needed to know about their students. It was too much to expect.” Anthony Austin, IT Manager, Penola Catholic College

By synthesising and analysing the collected data, educators can now identify trends, patterns, and areas of improvement more effectively. This has enabled them to proactively identify at-risk students and provide timely support, closing potential student learning and growth gaps. The ability to drill down to individual student profiles has allowed educators to understand each student’s academic journey better and personalise their approach to support their unique needs.

Another positive impact of Education360 is the enhanced collaboration among staff members. The platform’s annotation feature facilitates communication and collaboration, enabling educators to share observations, strategies, and interventions within the data. This fosters a collaborative and accountable environment where staff members can work together to support student progress.

Education360 has transformed the way Penola Catholic College utilises student data. The centralised access to comprehensive data, coupled with powerful analytics and visualisation tools, has enabled educators to make informed decisions, tailor interventions, and provide targeted support to students.

Client Overview

Located in Melbourne, Australia, Penola Catholic College is a co-educational secondary school with a mission to cater for the spiritual, educational and formative needs of young men and women who seek the Catholic values of the College.

With over 1,500 Students and 250 Staff Members, Penola Catholic College has become a leading Melbourne-based school in technology, innovation and data awareness.

Connectors Utilised

Facebook

Facebook

Google Analytics

Google Analytics

Email Connector

Email Connector

Excel

Excel

Sugar CRM

Sugar CRM