2. About the Client
Reval Analytical Services
specializes in
•data collection,
•building financial models
•custom software development
with support.
Reval’s Equity research
analysts specialize in
fundamental analysis
and financial modeling,
while its Data Analyst
focuses on data
collection. Reval offers a
full breadth of financial
research capability and
expertise for virtually all
kinds of needs of its
client.
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3. What the client desired
Reval wanted a
Knowledge
Management
System
The system should
work with existing
technologies used
in the firm
The system must
provide easy access
of information to
the clients and
internally to the
company
Every user be able
to share
information with
others on the
network
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4. How we helped them
An internal portal was designed and created by our team
Any user on the company’s network could log-in and create an entry
The entry could be shared with the chosen audience or be public
Users could browse through available entries and search for the specific domain knowledge required by them
Users could also follow other users to remain up-to-date with the new knowledge inflow
The system worked in tandem with the existing technologies present in the firm
It was made sure that the system was user friendly and easy to use
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5. Client Benefits
This system helped Reval’s employees and clients share
knowledge within the firm
All the knowledge is available under one “roof”
The redundancy in information gathering has been
reduced in the firm
Now Reval analysts can use the accumalated knowledge
to serve clients better
5Proprietary and Confidential4/17/2014