The Requirement

The Research Department at Schroders collect company information from a variety of sources including analyst briefings, meetings, presentations, talks and road shows. Information was being stored in a mix of unrelated formats and structures, and with the rapid increase of information, it was becoming difficult to extract and analyse data in a meaningful way.

Schroders had a vision to store all information in a central location, accessible by everyone, with appropriate security measures in place.

Elcom was approached with a loose specification and wireframe developed by one of the stock analysts and keenly stepped up to the challenge to enhance the specification and then develop and implement a robust web based solution.

The Solution

Elcom developed the research dashboard as a web parts to plug into Elcom’s Community Manager.NET framework. The system was designed to be used on web or mobile devices made possible with the highly flexible CSS. The application included a stock and classification summary, cost and revenue drives, follow up alerts and basic CRM functionality. It also has an administration engine to add stocks, industries and exchanges. The solution includes an applet to allow for initial bulk import of stocks into various classifications based on the classification codes.

Other features on the dashboard included: