Data Engineering

Core Group Financial

Client:
Core Group Financial
Role:
Project Manager
Service Render:
Development, Data Architecture, and API Connections
Tools Used:
Custom application to tag and upload documents from various systems to SmartVault (a document storage provider), Custom integration for Microsoft OneDrive to push files to S3.
Year:
2021-2022

AeroVision's core business is based on empowering financial institutions and the businesses which support them. This data engineering and analytics project with Core Group Financial was another prime example of AeroVision’s ability to empower financial decision-makers through data and connected systems.

Core Group FinancialCore Group Financial is an Oklahoma-based company providing financial services to multiple industries, with a specific focus on the construction and medical industries. Core adds value to its customers in a variety of ways including tax planning, preparation, and filing, as well as wealth management and business planning services.

Core Group Financial

Core Group Financial is an Oklahoma-based company providing financial services to multiple industries, with a specific focus on the construction and medical industries. Core adds value to its customers in a variety of ways including tax planning, preparation, and filing, as well as wealth management and business planning services. For the past 20+ years, they have been helping business owners improve and gain control of their financial systems so that there aren't any surprises when it comes tax time.

Core Group and the EOS ModelCore Group has been following the EOS model for a few years now with a local implementor. Their rocks in 2021 were around the usage of automation and data within the organization. The primary rock was to alleviate expensive software costs and streamline tedious workflows so that employees could focus on the heavy lifting.

Core Group and EOS

Core Group has been implementing EOS for a few years now with a local implementer based out of Tulsa, Oklahoma. Their goals in 2021 were focused on automation and the usage of data within the organization to help streamline processes and ultimately serve their customers faster. One goal was to alleviate expensive software costs and streamline tedious workflows so that employees could focus on the heavy lifting. The heavy lifting is the fun stuff at Core, where they get to help their customers save money.

Making Your Goals A RealityCore Group wanted to integrate their systems and provide a method for seamless data exchange between each. Through the use of both custom-built integration and API connections, AeroVision built a pipeline for information flow.AeroVision.io first audited several of the workflows to understand how data was both entered into the system and then used once it was captured. Then data sets were audited and errors were fixed. Separate systems were then integrated through both API and customized data collection tools.

Making EOS Goals A Reality

Core Group wanted to integrate their systems and provide a method for seamless data exchange between each. Through the use of both custom-built integration and existing API connections, AeroVision built a pipeline for information flow to remove manual processes slowing down the team at Core Group.

AeroVision.io first audited several of the workflows to understand how data was both entered into the system and then used once it was captured. We call this our Business Process Mapping (BPM). From the BPM, we can develop a clear roadmap for our Clients to follow, allowing them to achieve their goals for automation and process improvement. Then additional data sets were audited and errors were fixed to improve data quality between systems. Separate systems were then integrated through both API and customized data collection tools to ultimately increase the automated data flow and remove manual data entry.

Automating Your BusinessAt the end of the project, Core Group was able to leverage documents and data across multiple platforms, driving business automation and reducing errors through manual inputs.

Automating Your Business

At the end of the project, Core Group was able to leverage documents and data across multiple platforms, driving business automation and reducing errors through manual inputs. Our goal at AeroVision is to work alongside other EOS Implementers so we can help businesses across the US achieve success through the Process and Data components of the EOS model. Check out more of our case studies and abilities on our website: AeroVision.io.

Credits:

Photo by RODNAE Productions

Photo by Carlos Muza on Unsplash

Photo by Jeffrey Blum on Unsplash

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