With a new 3CX VolP phone system, communication has been transformed for one of Australia's leading meat

Case Study

Modernising Communication with 3CX VoIP.

Challenge

Prime River’s existing phone system was struggling to keep up with the organisation’s growth and evolving needs. Staff frequently experienced poor call quality, missed calls and calls being routed incorrectly, which disrupted workflows and impacted customer service. The system lacked flexibility to support hybrid work, making it difficult for remote staff to stay fully connected. Additionally, there was limited visibility into call activity, creating challenges for monitoring performance, managing workloads and maintaining consistent communication with clients. Prime River needed a modern, scalable phone system that could improve productivity, support hybrid work practices and enhance the overall customer experience.

 

Solution

9X5 Consulting partnered with Prime River to implement a tailored 3CX VoIP phone system. The deployment was carefully planned and executed to minimise disruption to daily operations. Key features included voicemail-to-email, call forwarding, intuitive call handling and seamless connectivity for both office-based and remote staff. Beyond the technical deployment, 9X5 Consulting worked closely with Prime River to optimise their voice strategy, ensuring the system aligned with operational requirements and supported future growth.

 

Impact

The new 3CX VoIP system has transformed communications at Prime River. Staff can now handle calls efficiently, whether in the office or remotely, reducing missed communications and improving workflow. Hybrid work is fully supported and the organisation enjoys reliable, high-quality calls with improved call routing and management. Overall, the solution has modernised Prime River’s telephony environment, enhanced the customer experience and provided a scalable platform for ongoing growth. Prime River is extremely satisfied with the outcome and would confidently recommend 9X5 Consulting and the 3CX solution to any organisation looking to upgrade their communications infrastructure.

Client Overview

Prime River is a leading Australian supplier of premium-quality meat, known for its consistent products and reliable service. With extensive experience in the meat industry, the company works closely with a range of clients, including butchers, restaurants, clubs, independent grocers and individual customers. Prime River focuses on maintaining high standards across every part of its operation, from sourcing and traceability to delivery and customer service.

Back to Business: Starting the Year with Smarter Communication

Our client was confronted with a pressing issue regarding the management of their website.

With a new 3CX VolP phone system, communication has been transformed for one of Australia’s leading meat

Our client was confronted with a pressing issue regarding the management of their website.

9X5 Joins Victorian Government’s Official Supplier Panel

Our client was confronted with a pressing issue regarding the management of their website.

Mentor | Outsystems Lunch and Learn event recap

Our client was confronted with a pressing issue regarding the management of their website.

Closing the gap in loan origination with embedded bridging loan calculators

Our client was confronted with a pressing issue regarding the management of their website.

How Australian financial specialist increased broker uptake by 30% and Cuts Loan Processing Time by 50%

Our client was confronted with a pressing issue regarding the management of their website.

Get in Touch

Contact Us

Phone

Head Office Address

Suite 102/517 Flinders Lane,
Melbourne VIC 3000

Email

Office Hours

Mon-Fri 9:00 AM – 5:00 PM


Closing the gap in loan origination with embedded bridging loan calculators

Case Study

As our client’s operations expanded, the loans process started to become time consuming.

Challenge

Our client’s existing loan origination system did not include functionality to calculate bridging loans, which created a gap in its lending process. The assessment team had to rely on separate Excel spreadsheets to perform the necessary calculations. This method was time-consuming, prone to manual errors, and disconnected from the main system, meaning data often had to be re-entered. As a result, the process lacked efficiency and consistency, and the absence of a built-in solution limited the organisation’s ability to process bridging loans seamlessly and at scale.

 

Solution

To address this gap, 9X5 Consulting developed and embedded purpose-built bridging loan calculators directly into our client’s Financial’s loan origination system. Designed using OutSystems and supported by API integration, the calculators delivered precise, real-time calculations without the need to switch between platforms. A configurable administration panel was introduced, giving our client’s Financial’s internal teams the flexibility to update calculation parameters on demand, ensuring the tool remained accurate and compliant with evolving lending policies. By aligning the calculators with the organisation’s existing workflows and data sources, the new solution created a single, centralised process for managing bridging loans from application to approval.

 

Impact

The introduction of the new bridging loan calculators streamlined the loan assessment process, significantly reducing the need for manual intervention. More bridging loans could be processed directly through the system, with improved accuracy and faster turnaround times. By integrating the calculators into the loan origination workflow, our client enhanced both operational efficiency and the overall broker and customer experience.

Client Overview

Our client is one of Australia’s leading credit specialists with a strong reputation for providing a diverse range of lending and investment solutions. Established in 1952, the company serves a broad client base including borrowers, investors, and brokers nationwide. With a focus on delivering flexible financial products and exceptional service, our client has built its business on innovation, trust, and a commitment to helping clients achieve their financial goals.

Back to Business: Starting the Year with Smarter Communication

Our client was confronted with a pressing issue regarding the management of their website.

With a new 3CX VolP phone system, communication has been transformed for one of Australia’s leading meat

Our client was confronted with a pressing issue regarding the management of their website.

9X5 Joins Victorian Government’s Official Supplier Panel

Our client was confronted with a pressing issue regarding the management of their website.

Mentor | Outsystems Lunch and Learn event recap

Our client was confronted with a pressing issue regarding the management of their website.

Closing the gap in loan origination with embedded bridging loan calculators

Our client was confronted with a pressing issue regarding the management of their website.

How Australian financial specialist increased broker uptake by 30% and Cuts Loan Processing Time by 50%

Our client was confronted with a pressing issue regarding the management of their website.

Many organisations waste time and budget on fragmented IT solutions, are you optimising your ICT procurement and managed services to avoid this?

9X5 partners with Domo to deliver innovative data solutions to EMEA clients, enhancing digital transformation.

Inside The Future of Financial Services, Melbourne 2025

9X5 partners with Domo to deliver innovative data solutions to EMEA clients, enhancing digital transformation.

Get in Touch

Contact Us

Phone

Head Office Address

Suite 102/517 Flinders Lane,
Melbourne VIC 3000

Email

Office Hours

Mon-Fri 9:00 AM – 5:00 PM

Get in Touch

Contact Us

Phone

Head Office Address

Suite 102/517 Flinders Lane,
Melbourne VIC 3000

Email

Office Hours

Mon-Fri 9:00 AM – 5:00 PM

Get in Touch

Contact Us

Phone

Head Office Address

Suite 102/517 Flinders Lane,
Melbourne VIC 3000

Email

Office Hours

Mon-Fri 9:00 AM – 5:00 PM

Get in Touch

Contact Us

Phone

Head Office Address

Suite 102/517 Flinders Lane,
Melbourne VIC 3000

Email

Office Hours

Mon-Fri 9:00 AM – 5:00 PM

Get in Touch

Contact Us

Phone

Head Office Address

Suite 102/517 Flinders Lane,
Melbourne VIC 3000

Email

Office Hours

Mon-Fri 9:00 AM – 5:00 PM


How Australian financial specialist increased broker uptake by 30% and Cuts Loan Processing Time by 50%

Case Study

Our client identified a critical gap in their application process which caused many inefficiencies.

Challenge

Our client identified a critical gap in its loan application process. While many brokers were using existing digital channels, a significant portion continued to submit applications manually via email or other offline methods. This approach created multiple inefficiencies for the credit team, who were required to manually enter loan details into the system and verify that the correct documentation had been provided. Incomplete applications and missing documents were common, leading to repeated back-and-forth communication between brokers and the credit team. This not only delayed loan processing but also placed an unnecessary administrative burden on staff, diverting time and resources away from higher-value tasks. Over time, the inconsistent submission process risked affecting turnaround times, broker satisfaction, and overall operational efficiency.

 

Solution

9X5 Consulting partnered with our client to design and implement a new Broker Portal to streamline loan application submission and reduce manual processing. The solution introduced a lean, intuitive application form within the Broker Portal, ensuring that brokers could submit applications quickly and accurately. Mandatory document submission rules were built in, automatically adjusting requirements based on the details of each loan, ensuring complete and compliant applications from the outset. The system was integrated with our client’s Financial’s ECF platform for secure and organised document storage. Email notifications were introduced to provide instant confirmation of submissions, improving communication and transparency for brokers. This approach not only simplified the process for brokers but also reduced the operational burden on the credit team.

 

Impact

By partnering with 9×5 Consulting, the new Broker Portal is anticipated to increase broker uptake by 30% through its improved ease of use and streamlined workflow. Loan processing times are expected to reduce by up to 50%, freeing up the credit team to focus on more complex and value-adding tasks. By replacing manual processes with a fully integrated, user-friendly system, our client’s Financial is better positioned to handle increased loan volumes efficiently and deliver a faster, more consistent experience for brokers and customers alike.

Client Overview

Our client is one of Australia’s leading credit specialists with a strong reputation for providing a diverse range of lending and investment solutions. Established in 1952, the company serves a broad client base including borrowers, investors, and brokers nationwide. With a focus on delivering flexible financial products and exceptional service, our client has built its business on innovation, trust, and a commitment to helping clients achieve their financial goals.

Back to Business: Starting the Year with Smarter Communication

Our client was confronted with a pressing issue regarding the management of their website.

With a new 3CX VolP phone system, communication has been transformed for one of Australia’s leading meat

Our client was confronted with a pressing issue regarding the management of their website.

9X5 Joins Victorian Government’s Official Supplier Panel

Our client was confronted with a pressing issue regarding the management of their website.

Mentor | Outsystems Lunch and Learn event recap

Our client was confronted with a pressing issue regarding the management of their website.

Closing the gap in loan origination with embedded bridging loan calculators

Our client was confronted with a pressing issue regarding the management of their website.

How Australian financial specialist increased broker uptake by 30% and Cuts Loan Processing Time by 50%

Our client was confronted with a pressing issue regarding the management of their website.

Many organisations waste time and budget on fragmented IT solutions, are you optimising your ICT procurement and managed services to avoid this?

9X5 partners with Domo to deliver innovative data solutions to EMEA clients, enhancing digital transformation.

Inside The Future of Financial Services, Melbourne 2025

9X5 partners with Domo to deliver innovative data solutions to EMEA clients, enhancing digital transformation.

Get in Touch

Contact Us

Phone

Head Office Address

Suite 102/517 Flinders Lane,
Melbourne VIC 3000

Email

Office Hours

Mon-Fri 9:00 AM – 5:00 PM

Get in Touch

Contact Us

Phone

Head Office Address

Suite 102/517 Flinders Lane,
Melbourne VIC 3000

Email

Office Hours

Mon-Fri 9:00 AM – 5:00 PM

Get in Touch

Contact Us

Phone

Head Office Address

Suite 102/517 Flinders Lane,
Melbourne VIC 3000

Email

Office Hours

Mon-Fri 9:00 AM – 5:00 PM

Get in Touch

Contact Us

Phone

Head Office Address

Suite 102/517 Flinders Lane,
Melbourne VIC 3000

Email

Office Hours

Mon-Fri 9:00 AM – 5:00 PM

Get in Touch

Contact Us

Phone

Head Office Address

Suite 102/517 Flinders Lane,
Melbourne VIC 3000

Email

Office Hours

Mon-Fri 9:00 AM – 5:00 PM

Get in Touch

Contact Us

Phone

Head Office Address

Suite 102/517 Flinders Lane,
Melbourne VIC 3000

Email

Office Hours

Mon-Fri 9:00 AM – 5:00 PM


Are You Paying for Software You Don’t Use?

Case Study

As our client’s operations expanded, Microsoft licensing quickly became a challenge.

Challenge

As our client expanded and scaled its operations, managing Microsoft licensing across multiple departments became increasingly complex. They needed a more efficient way to streamline their licensing processes, ensure compliance, and optimise costs—without disrupting daily operations. The internal IT team raised concerns about the lack of visibility around Windows Server and SQL licensing requirements, the risk of over-subscription, potential penalties from under-licensing, and the challenge of staying current with Microsoft’s evolving licensing structure.

 

Solution

9X5 Consulting stepped in to assess our client’s existing Microsoft Windows Server and SQL licensing structure and operational needs. Our team conducted a comprehensive licensing audit to ensure full compliance, while also identifying opportunities for significant cost savings. We delivered a tailored Microsoft licensing solution and optimised their existing licensing model to better align with their business requirements. The new approach not only simplified ongoing license management but also included strategic recommendations to their Windows Server and SQL architecture, ensuring they were operating on the most cost-effective and compliant plan.

 

Impact

By partnering with 9X5 Consulting, our client successfully streamlined their Microsoft licensing management, achieving both compliance and operational efficiency. The engagement resulted in cost savings of approximately $300,000 by reducing over-licensing and optimising their Microsoft spend. The simplified licensing structure also empowered the internal IT team to move away from time-consuming administrative tasks and focus on more strategic, value-adding initiatives.

Client Overview

Our client is an Australian-owned, family-operated business with a strong reputation for producing high-quality products in the food industry. Serving both retail and foodservice sectors, the company offers a wide range of premium goods known for their exceptional quality. With a commitment to sustainability, innovation, and industry leadership, they have earned recognition as a trusted and forward-thinking market player.

Back to Business: Starting the Year with Smarter Communication

Our client was confronted with a pressing issue regarding the management of their website.

With a new 3CX VolP phone system, communication has been transformed for one of Australia’s leading meat

Our client was confronted with a pressing issue regarding the management of their website.

9X5 Joins Victorian Government’s Official Supplier Panel

Our client was confronted with a pressing issue regarding the management of their website.

Mentor | Outsystems Lunch and Learn event recap

Our client was confronted with a pressing issue regarding the management of their website.

Closing the gap in loan origination with embedded bridging loan calculators

Our client was confronted with a pressing issue regarding the management of their website.

How Australian financial specialist increased broker uptake by 30% and Cuts Loan Processing Time by 50%

Our client was confronted with a pressing issue regarding the management of their website.

Many organisations waste time and budget on fragmented IT solutions, are you optimising your ICT procurement and managed services to avoid this?

9X5 partners with Domo to deliver innovative data solutions to EMEA clients, enhancing digital transformation.

Inside The Future of Financial Services, Melbourne 2025

9X5 partners with Domo to deliver innovative data solutions to EMEA clients, enhancing digital transformation.


How a National Power Grid Provider Supercharged Productivity by 500% with AI

Case Study

Leveraging Microsoft Syntex and GPT-4 to Automate Contract Management and Elevate Operational Security

Challenge

Our client, a national power grid services provider, was managing hundreds of contracts across multiple departments. Like many large organisations, they faced difficulties keeping track of key terms, clauses and obligations. The process was highly manual, time-consuming and often inconsistent, which increased the risk of error and made it hard to scale effectively. They needed a smarter, more reliable way to extract and summarise information from their contracts, without adding to the team’s workload or creating new layers of complexity.

Solution

The client first engaged 9X5 Consulting to carry out a security assessment and identify any weaknesses in their systems. After seeing the depth and quality of our approach, they decided to continue working with us to support a broader digital transformation across their business.

We started by improving their cyber security. This included installing a firewall, introducing endpoint protection, and setting up video surveillance for real-time visibility across critical areas.

Next, we implemented conferencing tools to help their teams collaborate more easily, no matter where they were located.

To address the contract management challenges, we rolled out an AI-powered system using Microsoft Syntex and GPT-4. The process is simple but powerful:

  • Smart Extraction: Syntex reads and extracts key details from contracts with 90% accuracy

  • Auto Summaries: Important data is pulled into a clear one-page summary

  • GPT-4 and AutoFill: AI fills in summaries consistently, reducing the need for manual work

This helped streamline their contract processes and free up time for more valuable tasks.

Impact

The improvements have been significant. The client has increased their contract summary output from around six to seven per day to three to four per hour. This represents an estimated 500 per cent boost in productivity. The summaries are now clause-referenced, consistently formatted and ready for use. The Contracts team is in the final stages of completing summaries for all existing executed contracts. With the system now transitioning into production, the client is also exploring opportunities to expand this AI-driven approach into other areas of the business such as engineering and operations.

“9X5 provide consistent high standards of service with equivalent levels of professionalism. From improving the security of our systems, to the implementation of upgraded VoIP services, 9X5 demonstrate a commitment to customer satisfaction that has greatly helped our company evolve its function to match modern business needs.”

James Fitzgerald

General Manager

“Partnering with 9X5 on our AI Contracts Summary Project has been a game-changer. Thanks to their team’s technical expertise and collaborative approach, we’ve trained a Microsoft Syntex model that now achieves 90% accuracy, transforming a previously manual task into a high-speed, consistent process. With the integration of GPT-4 and AutoFill, our team went from producing 6–7 summaries per day to 3–4 per hour, an estimated 500% boost in productivity.”

Contracts Assistant

Client Overview

Our client is a trusted provider of equipment solutions tailored to the energy sector, partnering with global manufacturers to deliver products that meet Australia’s rigorous standards. Their offerings include advanced transformers, retrofit solutions for ageing infrastructure, protection relays, and specialised accessories. With a focus on large-scale, critical projects, they are dedicated to strengthening the nation’s power infrastructure. Their comprehensive services cover technical specification development, project management, logistics coordination, and after-sales support, ensuring reliable outcomes and long-term value.


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.