Your organization produces endless megabytes of data on a daily basis. But how quickly can you turn it around into useful reporting and analytics information? Having access to critical data in or near real-time can help your firm achieve a competitive advantage. For some firms, the lack of real-time data access puts them and their…

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When you invest in technology for your business, you inevitably have high expectations for its performance. You trust that technology will improve your business processes and make your organization more successful. But is that always the case? There is often a startling disconnect between business strategy and technology. For example, research has shown companies pay…

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While the applications for PPP loans closed in August 2020, recent revisions to the CARES Act provisions now allow businesses to apply for new PPP loans or for PPP loan forgiveness in 2021. The new deadline for applicants is March 31, 2021. As the deadline approaches, banks may find themselves inundated with more loan requests…

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Meet Alison Peterson: Director of Saxony Partners’ Digital Practice When Alison Peterson joined the team at Saxony Partners at the beginning of 2020, she did so with an overarching goal: to grow professionally and to help others grow alongside her. And 2020 offered plenty of opportunity for personal growth – Peterson had to adjust to…

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Yardi Security and Compliance When was your last overhaul on your Yardi security setup?  Are you doing everything in your power to protect your company’s and clients’ sensitive data?  Many businesses don’t realize the full extent of compliance regulations for data until it’s too late. At Saxony Partners, our team of independent Yardi consultants can guide our clients…

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Why You Need a 360-Degree Customer View for Banking How well do you understand your banking customers? Can you predict what they will need next? The start of a brand-new year is the perfect time to reevaluate whether your business is meeting its full potential. Here are a few reasons why embracing a 360-degree customer…

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Real Estate Reporting with Saxony Partners At Saxony Partners, we hire employees directly from the real estate industry to ensure we consistently anticipate and deliver on the needs real estate firms are facing every day. We have empowered countless real estate clients to use their own data as a competitive advantage, and it all starts…

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Some of the key values detailed in the Agile Manifesto are prioritizing individuals and interactions over processes and tools, working software over comprehensive documentation, customer collaboration over contract negotiation, and responding to change over following a plan. Our team at Saxony Partners has worked within this methodology to continuously deliver valuable software and meet or exceed our clients’ expectations.…

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Creating a Modernized Intranet OVERVIEW A world leader in corporate tax services launched a strategic initiative to modernize its corporate intranet. ​They wanted a clean and functional design that provided  consistent branding, a better search experience, and easy access to important documents and tools from mobile devices. THE PROJECT This client’s intranet had become dated aesthetically and grown unchecked without proper…

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Accurate and Accessible Data Transforms Business Potential OVERVIEW A global private equity firm focused on special situations and opportunistic investments reached out to Saxony Partners because they had outgrown their technology and data ecosystem – slowing down their reporting and analytics in the process. Our team of financial services industry experts created a custom data…

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