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SoHo Dragon Helps International Bank Reset GRC Practices with Archer

From compliance with changing regulations to market fluctuations to security threats, managing risk across an enterprise is a constant and complex endeavor. And for an international banking institution, taking a holistic approach with a governance, risk, and compliance (GRC) platform across major business units was the way to go.

Mobile App Development Helps Financial Advisory Communicate with Clients

Engaging high net worth individuals in financial opportunities with a short window is a challenge, even for an experienced practitioner in the private equity secondary market. So, this Long Island-based SEC Registered Advisor decided to create an app both to notify hard-to-reach customers of opportunities on their mobile devices and to enhance...

Power BI and Azure Let a Large Bank Visualize Customer Data

For a 140-year-old community bank that operates retail, wealth, commercial, and business banking branches in 24 states, the onboarding of new customers demands a high level of efficiency. And managing its 1.8 million-plus customers every day can be a challenging task for branch and headquarters staff. It requires precise coordination and the...

Risk Assessment System Moves to the Cloud with Snowflake and Power BI

A leading financial services firm handling trillions of dollars in assets every year must be agile enough to manage assets quickly, safely, and compliantly, with a great deal of caution and circumspection. And with the ever-rapid pace of technology change, it is essential for such a behemoth to adapt its technology to meet these goals.

Ensuring IT Security Through Patching at a Major Bank

How do security breaches happen? Often, they occur when malware finds an opening in software that was not updated – and that’s where patching comes in. Patches are software updates that are designed to prevent computer viruses and other security threats.

California Consumer Privacy Act

California Consumer Privacy Act compliance (CCPA) requirements shook up many business processes. Remaining compliant with the regulatory landscape is an ongoing, non-trivial challenge. Over the last decade, there has been a significant evolution of the regulations guiding the use of consumers’ personally identifiable information (PII). Failure to...

Synching Deal Data Across Applications – Anytime, Anywhere

Emerald Built Environments, a construction and sustainability management company, needed a way for all key employees to know the status of deals as they happened. The company already used HubSpot for customer relationship management (CRM), and it recorded and updated deal information in that solution. Emerald also used M365, including Teams, for...

Cognos to Power BI Conversion

A software license is a serious investment that is often an ongoing cost. SoHo Dragon has many clients who are seeking less-costly software alternatives to their current licenses. Those alternatives can often be found within the Microsoft Suite itself, and as a Microsoft Partner, SoHo was the first choice for a large bank committed to making...

ADP Streamlines Document Management with PDF Markup Tool from SoHo Dragon

ADP is a global provider of cloud-based human capital management (HCM) solutions. With an eye toward process improvements, the company wanted to streamline the way PDF documents are stored, shared, and edited in its SharePoint document library. At the same time, ADP sought to reduce costs by replacing Alfresco, the solution it had been using for...

Leading Market Intelligence Company Hires SoHo Dragon for Power BI Training

If data is the lifeblood of business, it is even more so for 1010Data, a company whose core business it is to analyze data to help organizations understand consumer demand and market conditions. 1010Data’s analyses are based on years of transactional data on shopper spending habits and behaviors with information coming in from a multitude of...

SharePoint to Make Care for High-Risk Patients Less Risky

SharePoint and SQL are great partners. By customizing SharePoint to integrate with an SQL database, it is possible to combine the excellent UI in SharePoint and modern pages with a structured database toolkit offering full SQL transaction processing.

Electronic Data Security Act to Protect Private Information Implemented to M365

Information security, compliance, and risk management are essential pillars of the modern workplace.

Making Beautiful Workflows for SharePoint

An AgilePoint workflow engine is an excellent business process management (BPM) solution to extend SharePoint. Workflows are directly tied to the optimal performance of any team. It is not always easy, however, to change the way people work. Back-channel communication tools such as email and pre-era systems such as in-trays are hard to retire...

On-Prem to M365 Migration

User experience (UX) matters. Companies using SharePoint need to consider that while it is massively flexible and customizable, it arrives much like a human infant – ready for anything but knowing little. This is why time and again, SoHo is introduced to inadequate SharePoint installations that corrode the user experience and erode confidence in...

Application Support – Record Scanning

Record management is an essential part of an organization’s administration, risk management, and compliance. Ensuring that this function is highly efficient is a primary goal of digital transformation journeys. The transition from paper-based administration to a digital workplace is vital for any organization committed to optimizing its...

Microsoft 365 Adoption Workshop – Hedgefund

SharePoint and Microsoft 365 (M365) migration and installations require a solid user-support phase. This needs to be provided by an experienced and empathetic training team. New features and enhancements are continually being rolled out for both SharePoint and M365. Features and functionality that are available in SharePoint Server may be...

Intranet Rollout

The modern workplace requires an intranet for collaboration to make relevant content accessible, increase cooperation, enable meaningful social interactions, and increase productivity. With such a solution in place, it is possible to optimize business processes and make employees’ working lives easier.

Security Education and Mentoring

Security audits may seem to come around quickly in our fast-moving cyber world. A consistent consequence of your regular audit is that it is a nerve-wracking experience for someone on the team.

Northwell Health to SharePoint SPFx

SharePoint Framework (SPFx) is a page and web part model that provides full support for client-side SharePoint development. It massively improves Sharepoint optimization, which is key to the user experience. A well-designed Enterprise Content Management (ECM) system allows the correct information to be readily accessible to the correct functions...

Nintex to Power Apps Migration

Microsoft Power Platform, with Power Apps, Power Automate, and other apps, is integral to Microsoft 365 (M365). For clients that have a mature digital transformation toolkit, SoHo Dragon can identify areas where components of the Microsoft software suite are underutilized. This can have financial implications for a client as such components are...

Digital Transformation for Legal Contract Management

Cost-effective digital transformation is an ongoing challenge. One of the innate issues is that it can be difficult to replace redundant toolsets that were adopted early in the corporate structure. Email is one such tool. Email excels as a very effective one-to-one backchannel. An email chain, however, can quickly become unmanageable as a...

Banking Regulation Sign-Offs

Banking regulation sign-offs are a core component of banking bureaucracy. Such bureaucracy has been with us for more than 5,000 years, and for good reason – regulatory compliance is an essential component of economic stability. The need for regulatory compliance was well demonstrated when the Lehman Brothers, Bear Sterns, and most of Wall Street...

SharePoint Knowledge Management Training

SharePoint training is a key component to a successful SharePoint implementation. A well-designed enterprise content management (ECM) system such as SharePoint can optimize information sharing and retrieval. However, part of the power of such a modern enterprise application is that it is highly customizable. This is why SoHo Dragon so often...

Intranet Reboot with LiveTiles

A LiveTiles intranet integration is an excellent choice for improving the UX of a SharePoint intranet. An intranet is an essential tool for the modern workplace. It can improve collaboration, ensure that relevant content is easily accessible, and increase cooperation and productivity. A modern intranet optimizes business processes and makes...

Functional Test Automation – QA Automation

Quality Assurance (QA) automation is critical for the successful implementation of technical projects. Once established, high-quality, automated testing ensures the quality of the development process and its results.

Murex 3.1.39 Implementation & Support

The capital markets are increasingly complex and interconnected. Financial institutions need a dependable IT platform to help them navigate the evolving ecosystem, and a Murex platform is a perfect fit.

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