Case Studies

Modernizing Enterprise IT Operations and Application Support for a Financial Services Organization

BackgroundA financial services organization operating a complex portfolio of applications faced growing operational risk across its IT landscape. Applications were distributed across multiple cloud providers, supported by different vendors, and monitored through...

Centralizing Project Staffing and Recruiting with a Salesforce-Native Solution

BackgroundA project-driven organization with high hiring volume managed projects in Salesforce but relied on disconnected tools, spreadsheets, and third-party platforms for staffing and recruiting. This fragmented approach limited visibility into resource capacity,...

Building a Multi-Agent AI SaaS Platform to Modernize Document Review and Compliance

BackgroundA growing consultancy relied on hundreds of Statements of Work (SoWs) to define scope, pricing, timelines, staffing, and client commitments. Over time, these documents accumulated as static PDFs stored across folders and repositories, with inconsistent...

Transforming Statements of Work into an AI-Powered Strategic Intelligence Platform

BackgroundAcross regulated industries, organizations face growing pressure to produce documentation that meets increasingly complex standards. Requirements often extend far beyond basic grammar or formatting, encompassing writing style guides, legally approved...

Optimizing IT Architecture for a Rapidly Growing Biotech Company 

BackgroundIn recent years, a fast-expanding biotech firm experienced substantial growth, and recognized the need to evolve their IT infrastructure. Given this context, the Chief Information Officer (CIO) sought assistance from Osprey Software, leveraging their...

Building a Global Finance Data Platform for a Multinational Financial Institution

Background ClientLarge International Financial Institution with dozens of Global Affiliates Engagement TypeEnterprise Finance Data Platform Architecture, Implementation, and Analytics Enablement Business Need The client required a centralized finance data platform to...

Designing a Microsoft Fabric Data Lake for an Industrial Chemicals Organization

Background ClientIndustrial Solutions Business Unit (Chemicals) – Newly Carved-Out Organization Engagement TypeEnterprise Data Platform Strategy, Architecture, and Governance Business Need Following a corporate carve-out, the Industrial Solutions organization needed...

Advancing IT Service Management and Project Governance for a Global Education Organization

How Osprey Software Delivered a Practical ITIL and PMO Roadmap to Improve Value, Visibility, and PerformanceBackground In today’s rapidly evolving business environment, organizations in education and publishing face continuous disruption driven by digital...

Defining a Competitive Digital Account Opening Strategy for a Fintech Provider

How Osprey Software Helped a Financial Technology Company Enter a Crowded Market with Clarity and ConfidenceBackgroundAs digital banking adoption continues to accelerate, financial institutions are under increasing pressure to deliver fast, intuitive, and mobile-first...

Enabling Patient Journey Orchestration Through Salesforce Health Cloud

BackgroundA pioneering advanced therapies company specializing in cell and gene treatments was preparing for the Phase 3 advancement of its flagship Parkinson’s program. To support this transition, the client required a robust digital solution to orchestrate the...

Building a Secure, Cost-Efficient AI Portal for Company-Wide LLM Access

BackgroundAI adoption inside most organizations doesn’t begin with strategy. It begins with experimentation and more likely AI use in consumer apps. In this SMB, employees had already discovered the productivity lift that large language models could provide. Some were...

Enhancing Marketing Material Production through Data Governance and Automation

BackgroundA global investment management firm partnered with Osprey Software to improve visibility and efficiency in its automated processes supporting investment product marketing. The organization had already automated portions of its data workflows but needed a...

Long-Term Energy Forecasting Platform for a Global Energy Intelligence Provider

BackgroundA leading provider of global energy market insights required an advanced digital platform to deliver long-range energy consumption forecasts. Their customers – ranging from infrastructure developers to enterprise clients – needed reliable, accessible data to...

Transforming a Global Finance Data Platform for Greater Speed, Simplicity, and Scalability

BackgroundA leading global asset management firm sought to unify and analyze financial data across its many affiliates through a centralized Finance Data Platform. While the foundational system was already in place, the firm needed ongoing development support and...

Case Study: Raising the Bar – A Strategic Roadmap for IT and PMO Maturity

BackgroundA leading global provider of business education content and learning solutions engaged Osprey Software to assess and elevate the maturity of its internal Enterprise IT and IT Project Management Office (PMO) operations. The organization recognized that to...

Creating a New Revenue Stream Through Automation and Workflow Innovation

BackgroundA major financial services provider in the automotive industry was launching a new product aimed at automating the complex process of issuing partial insurance refunds to consumers. This process, which occurs when an insurance policy is canceled before its...

Accelerating IT Transformation for Enhanced Operational Efficiency and Growth

BackgroundA global company with cross-business IT architecture and North American presence in the sustainable industries sector, focused on buildings and contract operations, faced urgent pressures to modernize operations and embrace digital transformation. This...

Case Study: Enhancing Financial Data Fidelity, Accessibility, and More

BackgroundA prominent financial services firm sought to improve its investment data processing framework to achieve superior standardization and reporting capabilities. Initially spearheaded by another consultancy, the project focused on collecting and harmonizing...

Case Study: Helping HGSE Use Power Apps to Automate Manual Processes

Challenge Like many large organizations, HGSE relies on business processes that historically have been too small, either in terms of complexity or volume, to justify investing in technology to automate. Modern technologies and vendors offer the promise of automation...

Powering Enterprise-Scale Research Through a Custom Clinical Trial Platform

BackgroundClient A leading academic healthcare system with one of the largest research enterprises in the United States Scale Approximately 10,000 researchers across hospitals, institutes, and research centers Osprey designed, built, tested, and deployed a...

Acquisition Technology Due Diligence to Reduce Risk and Enable Scalable Integration

Background As part of its M&A assessment, a financial services customer asked Osprey Software to perform an independent technology evaluation to inform acquisition, integration, and product rationalization decisions.Challenge The potential acquisition raised...

Natixis Investment Portal

The Investment Portal developed by Osprey provided Natixis with a centralized online portal for managers and analysts to share key investment insights with clients and perform enhanced portfolio analysis.ChallengeNatixis is an international leader in financial...

Raytheon Automated Logistics Control System

The Automated Logistics Control System (ALCS), built collaboratively by Raytheon and Osprey Software Development, provides Raytheon with a consolidated view of the status of and flexible workflow to move all equipment and parts inventories at multiple sites around the...

APG Claims Processing Portal

ChallengeAPG’s standard phone / email-based claims reporting process made it manually intensive to collect and validate claims, collaborate with their 3rd party claims processing vendor, and provide status updates to their customers. The challenge was the creation of...

Cynosure Claims Processing System

ChallengeCynosure provides claims processing services, both in its own products and as a service bureau for other companies. Cynosure wanted to maintain competitive advantage, and create a powerful and flexible claims processing platform that would not only support...

Mass General Brigham COI Reporting System

The Conflict of Interest Reporting System developed by Osprey has given Mass General Brigham an effective way of minimizing conflict of interest risks, by assuring that the people on its research teams disclose potential conflicts of interest from the start....

Improving App Performance and Customer Engagement

Allied Solutions was rolling out a major product improvement across its customer base and wanted to measure customer experience indicators from early application use. These indicators were then used to inform and prioritize ongoing product enhancement and, ultimately,...

IHS Markit Application Modernization & Cloud Deployment

Osprey Software Development and IHS Markit built and deployed a new application in the cloud in under 3 months; rapidly introducing a modernized application while using the cloud to simplify, strengthen, and accelerate delivery.ChallengeWhile working with Osprey to...

INDEX Automated Data Processing

The Independent School Data Exchange engaged Osprey to design and build a secure, web-based system that automates the entire process of data collection, distribution and reporting for a network of hundreds of private schools.ChallengeINDEX is a member-driven,...

IHS Markit Renewable Energy Benchmarking

Creating and growing a benchmarking business is exciting. Migrating to a new platform that grows with your business, delivers a world-class client experience and eliminates manual processes can be a challenge. Doing it all while maintaining your business can be hard....

Fidelity Managed Accounts System

Built by Osprey, Fidelity’s new Managed Accounts System serves thousands of customers. Not only that, the new system has enabled Fidelity to more than double assets handled under management in the business unit.ChallengeRecognizing that its Managed Accounts business...

Allied Solutions UniTrac™

Allied Solutions UniTrac™ Risk Management and Collateral Tracking SystemOsprey completely redesigned Allied Solutions’ collateral tracking system with zero downtime on switchover, altogether bypassing the risks which plague “Big Bang” transitions. By building a...