
Leading private equity, hedge fund, and asset management firms rely on ThoughtFocus to provide the deep experience and vertical expertise needed to solve critical and complex business, process, and technology challenges.
We are experts in
For asset managers who are scaling their businesses, ThoughtFocus solves the challenges of gathering and presenting data from many sources and systems while helping to secure critical, top-down support for data governance. With seamless technology integration, streamlined business processes, and simplified, automated workflows, data will be managed centrally with data quality and accountability, and information output will become simpler, more secure, and easily scalable.
- ThoughtFocus data governance strategies begin by defining a data governance team, providing a full implementation solution, and including steps to assure adoption of the data governance solution
- Data governance strategies may encompass asset class processes such as credit derivatives, hedge funds, fund of funds, liquid and non-liquid funds, private equity, and real estate as well as processes related to the collection and processing of data under the GDPR and CCPA
- ThoughtFocus Master Data Management seamlessly integrates data across multiple systems, and provides integrated workflows for managing enterprise IDs across the business
- Offshore business process management, led by the ThoughtFocus Digital Operations Group, will be designed and implemented for each client’s need with quick turnaround to ensure continuous flows of data
- Governance process flows will assure data quality and centralize the use of enterprise IDs
- ThoughtFocus Security Master solution maintains master data for funds, legal entities, partnerships, investment vehicles, and accounts, with customizable security attributes
For private equity fund managers and others who allocate investment returns or capital gains, ThoughtFocus solves the complexity and absolute precision challenges of managing highly-configurable waterfall distribution models. These solutions include designing and implementing the related business workflows to ensure models are accurately maintained and continuously updated as changes in partnership holdings occur.
ThoughtFocus experts build solutions, automate existing manual processes, and integrate with current systems to support any of the following areas:
- Calculation of a multitude of different carry models, including Cash Carry on Sale or on Income, Accrued Carry, and Composite Waterfalls for SMA vehicles
- Calculation of Public Markets Equivalent that must be incorporated into the waterfall engine by simulating buying or selling of the given Index at that day’s price, as invested in the fund
- Audits that occur every time the waterfall is processed with unique process identifiers for each limited partner
- Multi-tier waterfall calculation based on cumulative values, including return of capital, hold-back for expenses, giveback of expenses with management fee reductions, preferred returns, catch-up percentages for each limited partner, and fully carry
- Separate accommodation of income and disposition waterfalls
- GAAP liquidation scenario modeling and Capital Account Summary statement generation
- Calculations for end-of-life clawback (GAAP) and interim clawback in which the excess carry is returned to the limited partner
- Provision for Backend Preferred Return percentage for clawback calculations
- Tranche-level GAAP carry for general partner redistribution in which carry produced by each tranche is maintained in isolation, without impact from losses in other tranches
ThoughtFocus Investor Portals are collaborative, digital workspaces that enable secure information sharing, communication, and document storage. Seamlessly integrated with external systems, they are purpose-built for every investment partner, administrator, and client who is authorized to access them. All users will benefit from streamlined and automated document workflows, advanced analytics, including dashboards and interactive reporting, and 24/7 access from remote and distributed locations.
ThoughtFocus Investor Portals deliver a secure and unified collaborative workspace for private equity, real estate, credit, and fund of funds reporting, supported by a centralized data mart across multiple verticals that continuously aligns content and workflows. Investor Portals provide your firm with a single source of truth by providing:
- Dashboards and interactive reporting for financials such as capital account statements, distributions, capital calls, and monthly investor factsheets
- Workflows for investor reporting, including the automatic generation, validation, and distribution of capital account reports through a single portal
- Visualization of investor data through bar graphs and pie charts with drill-down capabilities
- Data integration with fund accounting systems to drill down to top ten holdings, viewable by industry and sector
- Secure integration with external fund administrators and financial auditors for document distribution and data
- Ability to stage documents and data before publishing content with action required indicators
- Seamless CRM integration to govern and manage Portal contacts and user entitlements and privileges
- Integration with master data management for accurate and secure company and client access, supported by audit capabilities
- Portfolio company data integration from third party providers for added transparency
- Enhanced communication through configurable banners, alerts, and customized, content-driven emails
Asset management firms must overcome mounting business complexity challenges related to fund management strategies to experience continued growth. Recently, talent shortages, too, are hindering growth strategies. ThoughtFocus provides solutions for asset management firms that attack these barriers by simplifying and automating data structure and workflows, and providing the resources needed to accelerate growth.
- ThoughtFocus identifies, designs, and implements solutions that accelerate growth with automated, scalable workflows for centrally managed data across multiple verticals
- ThoughtFocus Master Data Management governance supports market valuation and general ledger solutions by integrating with:
- Customer Relationship Management (CRM) solutions for deals management and on-boarding
- Fund accounting waterfall calculations to eliminate Excel-driven processes and automate the allocation of investment returns or capital gains among fund participants
- ThoughtFocus uses industry-leading solutions such as INVESTRAN for partnership accounting to support and integrate accounting operations, and financial, investor, and management reporting
- ThoughtFocus can design and develop Investor Portals that provide collaborative digital workspaces for secure information sharing, communication, and document storage
- Streamline and automate document workflows, advanced analytics, and 24/7 access to secure information from remote and distributed locations
ThoughtFocus provides a full needs analysis and orchestrates the evaluation and selection process for firms selecting an order management system (OMS)/execution management system (EMS). By applying deep, vertical expertise, ThoughtFocus experts identify, select, and integrate the best-fit order management solution to support the range of product transactions the firm supports.
ThoughtFocus delivers an integrated, flexible, and adaptable OMS/EMS solution for any client’s needs through existing product/platform services for the front office that support:
- Develop selection criteria based on unique client requirements and serve as liaison between multiple vendors and the client
- Buy and sell flows for institutional, wholesale, and retail trading firms, including single and multiple order requests
- Trade flows for buying and selling equity and fixed income products, including currencies for leading broker/dealer platforms
- Implementation of modules to perform best price calculation for derivative products
- Income rates, currencies, and links with other alternative trading systems
- Interfaces for financial information exchange connectivity with broker/dealers, OMS and EMS engines, and market data access
- Risk and compliance solutions including real-time trade monitoring and compliant trade surveillance that monitors prohibited activities, provides configurable block and hold capabilities, regulatory notifications, and implementation of SEC Rule 15C3-5 and MiFID II RTS 6
- Financial information exchange solutions to create buy and sell flows for broker/dealers with low latency order flow
- Customizations of the OMS/EMS solution using REST APIs
ThoughtFocus transforms how asset management firms manage partnerships and allocations of alternative investments across highly-complex structures and legal entities. With deep design, implementation, and integration experience, ThoughtFocus experts simplify and automate complex partner accounting processes, unify disparate data, and increase efficiencies across front, middle, and back-office processes.
ThoughtFocus experts leverage over 30 years of asset management experience to advise your firm in the selection, implementation, and customization of the right system based on your asset classes, complex strategies, and current workflows. Our seasoned experts will help your firm:
- Develop customizations and embed custom solutions like waterfall calculations to support complex legal entity partnership allocation and computational flexibility
- Integrate front-end systems with asset-driven subledger accounting systems such as Investran, Anaplan, and Allvue to manage the month-to-month and quarter-to-quarter valuation and income distribution across partners, eliminating Excel-driven manual processes
- Implement data governance and master data management to consolidate and centralize data across downstream systems, to produce consolidated financial statements and publish them to investor portals to increase transparency, minimize risk, and ensure audit compliance
- Develop turnkey reports that unify data across specialized systems, eliminating the need for manual, Excel-based reporting
- Integrate to a general ledger system such as Oracle Financials to reduce manual, back-office entries
ThoughtFocus reduces the operational and technical overhead associated with fund management by developing the business process workflow integration needed to reduce redundancy, unify disparate systems, and ensure consistent data across silos.
ThoughtFocus supports the full lifecycle of fund management by designing and implementing business process workflow integration that helps your firm to:
- Integrate with CRM systems like Salesforce to support institutional investors in their fundraising efforts and investor relations management
- Implement complex deals management strategies supported by centralized data from specialized systems and disparate data sources
- Manage front-office deals management systems and processes across multiple funds and asset classes
- Eliminate manual investment tracking and reporting, increase scale and productivity, and ensure risk and compliance by implementing an asset-level subledger system and data governance strategies
- Automate complex, month-to-month valuation reporting and distribution by integrating third-party valuation data and models
- Increase investor transparency by generating, reviewing, auditing, and approving investor financial statements for posting to the investor portal through integrated workflows
- Gain critical insights from cash and liquidity reports to drive informed decisions on deals management
- Reduce back-office operational overhead associated with wind-down processes, acquisitions, and general ledger integration
From sourcing and pipeline management to fundraising and investor onboarding, ThoughtFocus digitizes and prioritizes your offering memorandums, reduces manual processes, and streamlines your deals management solutions so you can manage and close more deals, faster.
ThoughtFocus supports the full lifecycle of a deal through expert services designed to:
- Integrate and customize front-office CRM and deals management solutions such as Salesforce and DealPath to reduce manual processes and improve fund management workflows
- Streamline deals management workflows across fundraising, deal sourcing, pipeline management, investor onboarding, and portfolio and digital operations
- Employ AI and machine learning models and technologies to digitize, consolidate, and parse offering memorandum data to quickly surface the top 10 investment deals based on defined decision criteria
- Partner with digital operations to reduce the manual effort associated with onboarding, verifying, and parsing current and historical offering memorandum data
- Continually improve the deals management process by providing reports and analysis that surface insights and reveal the impact of investment decisions
- Integrate with fund accounting systems to ensure closed-loop expense allocations for the funds
- Build custom cloud solutions that eliminate manual processes and data workflows
ThoughtFocus simplifies the complexity of portfolio accounting and increases scale by integrating multiple, best-of-breed solutions and workflows across asset classes. As a result, your firm will gain a holistic view of data across asset classes, allowing you to automate manual processes, minimize risk, remain compliant, and increase speed and accuracy of reporting.
ThoughtFocus experts apply their deep portfolio accounting system domain expertise to help your firm:
- Integrate siloed portfolio accounting systems through the development of a subledger or custom data warehouse solution that spans asset class solutions
- Consolidate disparate data to provide a holistic view of asset classes across the firm, enabling complete, end-to-end fund asset and accounting processes
- Support firm-wide accounting and reporting by managing legal entities for investors, holding companies, and allocations across multiple systems
- Employ data governance and master data management strategies to disseminate the legal entity’s data across multiple portfolio accounting and back-office systems using a unique enterprise identifier architecture
- Reconcile data from multiple systems and publish interactive information to the investor portal through various formats including financial statements and data visualizations using dashboards with charts and graphs
- Produce and automate consolidated, month-end net asset value reports, capital accounts statements, and financials at the fund, investor, and corporate levels
- Minimize manual data consolidation across front-, middle-, and back-office processes through systems integration
- Reduce risks and eliminate errors associated with manual data reclassification and reconciliation by integrating data from multiple systems via a centralized data warehouse
- Add new portfolio accounting system data – and preserve historical fund data – through an integrated data warehouse that provides data ownership and robust controls
When your firm is looking for a new system to support complexity across multiple asset classes, business processes, and workflows, you need an experienced evaluation partner you can trust. With experience spanning multiple verticals and leading solutions providers, ThoughtFocus experts support the full, end-to-end process of vendor evaluation, selection, customization, and implementation.
ThoughtFocus experts will lead your firm through an unbiased, step-by-step vendor evaluation process from discovery through implementation that results in your firm choosing the right vendor to meet your unique needs. Our experts will deliver:
- A discovery process that documents current-state systems, business processes, workflows, and performance across areas such as fund and portfolio accounting, subledgers, and order management systems (OMS)/execution management systems (EMS)
- Observations and recommendations for improvement that drive requirements for future-state systems, processes, and workflows
- Detailed requirements across capabilities such as technology, security, support, upgrades, customization, and data access and sharing
- Data governance criteria to ensure seamless integration with existing front-, middle-, and back-office systems, business processes, and data workflows
- A data and requirements matrix that evaluates system vendors across a variety of prioritized categories and dimensions
- A vendor valuation matrix and scorecard which provides output based on weighted values driven by key stakeholders in the firm
- Due diligence to ensure your firm selects the right solution to drive strategic alignment, cost efficiency, faster time-to-market, and reduced workload for your staff
- Implementation services to ensure proper integration and customization of the selected system in support of future-state business processes
ThoughtFocus tackles a wide range of application needs enabling clients to meet mission critical, complex business goals with speed and ease. We have delivered highly automated, state of the art application environments for some of the toughest challenges: ground-breaking mobility solutions, end-to-end design and development of eCommerce platforms; Loyalty and Rewards programs; intuitive, customer-facing risk management solutions; and highly complex web development and dashboard projects.
Every project is approached with thorough knowledge of the best-fit industry standard tools, and a wealth of utilities developed uniquely to meet a growing array of project demands. We assure success with experienced project managers dedicated to complete transparency, measured progress, and proven, methodical approaches to day-by-day problem solving.
The ThoughtFocus engineering approach is to deliver scalable, easily maintained applications engineered for future needs. Our robust and continually enhanced delivery framework ensures that projects are delivered on time, within budget, and with demonstrated high quality. Every ThoughtFocus development project is executed with a proven approach:
Assessment and Strategy
- Assess the current, as is scenario
- Identify the ideal transformation strategy for each environment and set of business needs
- Coordinate vendor evaluations to help select the ideal tools and technologies
Customer experience design
- Mapping the customer journey from end to end to ensure the best user experience
- We bring UX experts to each project to assure the optimum customizations
Omnichannel eCommerce
- Designing and building eCommerce applications that are accessible from multiple devices, with a mobile-first approach when desired
Analytics and data visualization
- Enterprise-wide data management and data governance
- Complex multi-technology solutions
- Data visualization in real time
Internet of Things (IoT)
- Firmware and gateway design and development
- Comprehensive suite of Quality Assurance services
- Automation, using bots and artificial intelligence as desired for maximum efficiency – including efficiency gains over time with machine learning
A Quality Assurance (QA) partner must weave together a full breadth of service offerings, tools, expertise, methodologies, and practice area expertise. ThoughtFocus will partner with your product teams, enabling them to focus on achieving the best business outcomes while minimizing concerns with application reliability. Our approach is to identify and focus on areas that can be automated, delivering rapid business ROI. We perform the verification and validation to ensure your products and applications are delivered just in time at low cost.
To deliver the best QA solutions, ThoughtFocus has powerful alliances with leading tool vendors for testing and proven engineering expertise in building products and enterprise applications. By taking a product-centric approach, we ensure ongoing flexibility and futureproofing of our clients’ technology. ThoughtFocus offers:
Digital Testing Services
- API and Microservice Testing
- Extreme Automation
- Mobility, Agile and DevOps Testing
- Artificial Intelligence / Machine Learning
- Robotic Process Automation
- Cloud Testing Services
Core Testing Services
- System Testing and System Integration Testing
- Smoke Testing and Regression Testing
- User Acceptance Testing
Test Consulting
- Assess, Build and Deploy
Specialized Testing Services
- Security Testing
- Performance Testing Services
Regulatory Compliance
- Aerospace Verification and Validation
- Regulatory Compliance Testing (GDPR, PCI DSS, and more)
The goal of DevOps is to deliver high quality solutions with shorter life cycles. ThoughtFocus accomplishes this through the expertise of its experienced DevOps strategists and planners, proven technologies, and project methodologies. We begin by assessing your existing environment and readiness for agile adoption, determining the best opportunities for productivity gains through automation, and developing the optimum solution architecture for each project.
Then, our playbook-driven methodology and thorough, documented assessments ensure the best recommendations for the ideal DevOps outcomes – with minimal resource consumption over the long term for maximum DevOps value.
ThoughtFocus offers advisory services, customized end-to-end DevOps implementation, and managed operations and monitoring to assure your technology investments. ThoughtFocus DevOps solutions are designed for enterprises with best-in-class cloud management including automation, optimization, governance, and security.
24/7 Managed Operations
- Automation study
- Process identification
- Workflow identification
- Management
- Deployment support
- Patch updates
- Log management
- Incident management
- Change management
- Service request management
- Problem management
Cost Optimization
- Track cloud utilization
- Capacity management
- Upsize and downsize servers
- Automated start/stop of non-production systems
- Deletion of unused services
- Re-architecture development for better performance
- Spot instance planning
- Multi-cloud strategy
Governance & Reporting
- ITSM-based ticketing tool
- ITIL framework-based project management
- PMP Certified service delivery managers
- Strict adherence to defined SLAs
- Multiple cloud accounts management
- Access management
- Daily, weekly, monthly reports
- Uptime reports
Security & Compliance
- Cloud-native security
- Access management
- VPN support
- Firewall support
- SSL management
- DDoS monitoring and support
- WAF management
- Anti-virus protection
- DNS management
- Vulnerability assessments
- Server encryption
Enterprise systems perform best when continuously maintained and upgraded, but advances in technology – including cloud solutions, artificial intelligence, and machine learning – mean it can take far too long to benefit from major upgrades. ThoughtFocus' Legacy Modernization solution is applied to legacy systems that are due for structural change to yield the greatest business value. Then, a customized solution is structured that identifies the best path to unlocking quantum improvements in business value from legacy systems.
ThoughtFocus determines the best modernization approach and project structure for each engagement.
ThoughtFocus Legacy Modernization projects typically begin by mapping the application portfolio for a given business area while maintaining a focus on the critical business goals the legacy system are meant to fulfill. This map then serves to drive the transformation journey. Other modernization features:
- Perform a thorough “as is” determination of the existing system landscape in light of current business priorities
- Determine the optimal modernization model to apply, and defining a set of engineering guidelines to govern the implementation
- As plan execution begins, detailed requirements are defined along with a roadmap and implementation plan, and potential quick wins are identified to speed the capture of business value from the new solution
- During the execution phase, ThoughtFocus designs the future architecture together with design standards and guidelines
- Quick wins are implemented, and requirements are validated
- User Acceptance Testing (UAT) is implemented and feedback from the UAT phase is captured and implemented
- Finally, each modernized system is thoroughly documented and handed over to the customer support team
StudentSights is a student success analytic platform that improves the campus experience through improved analysis and insights. It helps educational institutions engage students with new digital experiences and provides the insight needed to design services that help students better navigate campus life. StudentSights is also used to identify successful students, target prospects with similar characteristics, and create effective recruiting campaigns. Spend less time on data processing and cleansing, and more time with actionable insights.
With StudentSights, institutions can quickly go beyond static reports and dashboards and transform the student experience with the automation of complex data analysis. By making data timely and more actionable, the movement from insight to action is not accelerated. Want to know what happened, how metrics were achieved and how to improve outcomes? StudentSights delivers the decision intelligence you need to achieve your goals and improve student outcomes.
Want to better understand the capabilities of StudentSights? Request a demo and learn how to
- Get a complete and singular view of the student across multiple platforms
- Support degree planning, identification of at-risk students
- Better measure outcomes across unique student populations
- Aggregate student performance to build institution-specific predictive models
- Identify factors that affect students’ likelihood of completing their degrees
- Understand student class load by risk level and conduct outreach to at-risk students
- Define predictions for specific student groups and then create outreach to guide students to the right resources
Get in touch to schedule a business-focused discussion of decision intelligence and what it takes to achieve your desired outcomes. Let us show you why your institution needs to evolve beyond simple analytics and take full advantage of decision automation - for faster insights, accelerated business outcomes, and a better student experience.
Learningly is a Learning Analytics Platform that facilitates adaptive learning through data analysis. It provides insightful analytics on Student Engagement, Learner Progress, Instructor Activity.
By analyzing real-time performance data of students, Learningly helps professors adapt their courses to each of their students and track their progress. Learningly also provides rich engagement analytics through different learning ecosystems.
Learningly can be used to consolidate data across multiple LMSs (Learning Management System) - and act as a system of record for all learning data. Or, depending on your use case, Learningly can also be used as a tool that feeds other data into other systems.
Learningly aggregates data about all the learning events and applies sophisticated reporting and analytics capabilities so you better understand:
- Student Engagement
- Learner Progress
- Instructor Activity
Use Learningly to gain deep understanding of the learning happening - and how that learning is help you achieve your desired educational outcomes.
- TAKE YOUR LMS TO NEW PLACES: With Learningly, you can track learning activity data and report on that data. Unlike your LMS, Learningly works across all your platforms as a single source of reporting, insight, and actionable intelligence
- EASY TO USE: Learningly is designed for business users and analysts. In fact, Learningly is far easier to use than off-the-shelf BI tools
- MEASURE WHAT MATTERS: You can’t measure your outcomes without critical KPIs (Key Performance Indicators). Focus on student engagement, learner progress, and instructor activity. Drill down into training, performance, and institutional metrics for even more visibility
As universities seek new ways to reduce the transmission of COVID-19, there are several budget friendly ways to reduce contact points during various transactions.
For institutions that quickly need new operational processes to support remote or reduced contact experiences, ThoughtFocus provides expertise with student forms automation using Adobe Experience Manager (AEM) - a comprehensive content management solution. Adobe Experience Manager combines digital asset management with the power of a content management system and the power of new workflows.
AEM Workflows allow rapid creation of digital workflows such as those used for review and approvals, business process flows, signature workflow, and similar operations. From credit applications, application processing, employee leave approval workflows, or saving a form as a PDF document - the applications are endless.
ThoughtFocus can assist with automating real-world business processes that span multiple software systems, networks, departments, and even organizations.
The shift to distance education has forced universities to re-evaluate operational processes. Remote learning is here to stay. Any tool that can improve operational effectiveness and simultaneously improve the student is of critical importance for CIOs and CTOs in higher education.
As you evaluate digital workflow solutions, ThoughtFocus can help you transform your operational processes and eliminate point solutions. AEM Forms is an end-to-end solution that connects your forms and communications processes, so you can give your students a seamless journey from acquisition through retention.
Need help? Alleviate your IT team’s workload and get to market faster with Adobe Managed Services. Our cloud services, best-in-class tools and Adobe expertise guarantee scalable and secure applications while helping you boost innovation and increase ROI.
Our UX/UI experts can help you redesign the interface for maximum customer satisfaction.
We can even integrate with your other systems to provide a seamless experience to the end user.
Get in touch today and learn how ThoughtFocus and AEM are the perfect partner!
Coming Soon!
We are currently working on this feature and will launch soon!
YANA is an AI-powered enterprise chatbot and live agent system (and so much more) that can help institutions improve student engagement.
YANA is a conversational chatbot, somewhat like Siri and Alexa, but specifically designed to address Higher Education challenges at scale. YANA uses artificial intelligence to answer complex questions relevant to student and administrative services like advising, housing, financial aid, IT support, and campus events. Students get 24×7 access to personalized information that keeps them engaged. Administrative departments can reduce the volume of inquiries during peak periods by using YANA.
YANA enables higher levels of student success and administrative efficiency. Unlike rules-based chat programs that simulate human interaction (using pre-defined conditional rules), YANA is an AI-powered, SaaS-based omni-channel application that functions as tier-one support and autonomously engages students across mobile, social, email, chat, and voice until a human takes over.
Getting started with YANA is easy. In fact, with YANA, an operational proof of concept can be ready for User Acceptance Testing (UAT) within 2 weeks. See for yourself. Request a copy of our proven four stage chatbot deployment roadmap that outlines a simple crawl-walk-run strategy for chatbot deployment success.
Improve student success, see significant staff productivity gains, and unify the student experience.
Stay connected with students – no matter where they are. In hybrid or in-person learning environments, YANA supports voice, SMS, WhatsApp, Facebook Messenger, Webchat and more. Connect all your channels in a single dashboard.
PERSONALIZATIONWith YANA, you get the ability to provide a customized experience to customers by delivering exactly the content they need.
ALWAYS ONFirst tier 24/7 assistance plus the ability to escalate a query to a real person can dramatically reduce staffing requirements in the contact center. When more customer attention is needed, escalation rules move more complex queries into the hands or more experienced staff.
INTEGRATIONSEmbed within Salesforce, Zendesk, or any other CRM. Customization is easy – ask about API (Application Program Interface) integrations to pull in inventory data, customers’ past orders, payments, enterprise platforms, and more.
LEAD GENERATIONWhen customers are on your website, they are more receptive to your messaging. Using chatbots to get prospective customers the information they want – when they want can dramatically transform lead generation processes and increase conversion rates.
DEPLOY FASTYANA is 100% cloud. Deploy exactly what you need – when you need it. You have complete control.
IMMEDIATE & RELEVANT FIRST LEVEL RESPONSEWhen it comes to improving the customer experience with the call center, nothing is better than an immediate and relevant response. With no wait time, customers have answers to their queries fast. Depending on the question, answers can be provided using rich content such as videos and more.
GUARANTEED PERFORMANCE AND ROIQuantifiable and guaranteed ROI at every phase of the deployment.
SEAMLESSBy integrating multiple communication channels with the chatbot, students get a seamless experience – whether they are on the website, on their phone, or using a social media chat client. When everything is consistent and unified, students are happier.
COMPLETE CONTROLEasily create, change, or extend every part of YANA. Connect your existing contact center with new channels – add AI-powered chat, social media, or IVR.
SCALEA chatbot is faster and cheaper than developing a cross platform app or integrating with multiple systems. If call volume has increased, a chatbot can quickly handle a large volume of incoming queries – reducing staffing, training, and payroll costs.
Let us show you how YANA can deliver amazing customer experiences, increase your revenue, improve contact center productivity, and shorten the sales process.
ThoughtFocus tackles a wide range of application needs enabling clients to meet mission critical, complex business goals with speed and ease. We have delivered highly automated, state of the art application environments for some of the toughest challenges: ground-breaking mobility solutions, end-to-end design and development of eCommerce platforms; Loyalty and Rewards programs; intuitive, customer-facing risk management solutions; and highly complex web development and dashboard projects.
Every project is approached with thorough knowledge of the best-fit industry standard tools, and a wealth of utilities developed uniquely to meet a growing array of project demands. We assure success with experienced project managers dedicated to complete transparency, measured progress, and proven, methodical approaches to day-by-day problem solving.
The ThoughtFocus engineering approach is to deliver scalable, easily maintained applications engineered for future needs. Our robust and continually enhanced delivery framework ensures that projects are delivered on time, within budget, and with demonstrated high quality. Every ThoughtFocus development project is executed with a proven approach:
Assessment and Strategy
- Assess the current, as is scenario
- Identify the ideal transformation strategy for each environment and set of business needs
- Coordinate vendor evaluations to help select the ideal tools and technologies
Customer experience design
- Mapping the customer journey from end to end to ensure the best user experience
- We bring UX experts to each project to assure the optimum customizations
Omnichannel eCommerce
- Designing and building eCommerce applications that are accessible from multiple devices, with a mobile-first approach when desired
Analytics and data visualization
- Enterprise-wide data management and data governance
- Complex multi-technology solutions
- Data visualization in real time
Internet of Things (IoT)
- Firmware and gateway design and development
- Comprehensive suite of Quality Assurance services
- Automation, using bots and artificial intelligence as desired for maximum efficiency – including efficiency gains over time with machine learning
A Quality Assurance (QA) partner must weave together a full breadth of service offerings, tools, expertise, methodologies, and practice area expertise. ThoughtFocus will partner with your product teams, enabling them to focus on achieving the best business outcomes while minimizing concerns with application reliability. Our approach is to identify and focus on areas that can be automated, delivering rapid business ROI. We perform the verification and validation to ensure your products and applications are delivered just in time at low cost.
To deliver the best QA solutions, ThoughtFocus has powerful alliances with leading tool vendors for testing and proven engineering expertise in building products and enterprise applications. By taking a product-centric approach, we ensure ongoing flexibility and futureproofing of our clients’ technology. ThoughtFocus offers:
Digital Testing Services
- API and Microservice Testing
- Extreme Automation
- Mobility, Agile and DevOps Testing
- Artificial Intelligence / Machine Learning
- Robotic Process Automation
- Cloud Testing Services
Core Testing Services
- System Testing and System Integration Testing
- Smoke Testing and Regression Testing
- User Acceptance Testing
Test Consulting
- Assess, Build and Deploy
Specialized Testing Services
- Security Testing
- Performance Testing Services
Regulatory Compliance
- Aerospace Verification and Validation
- Regulatory Compliance Testing (GDPR, PCI DSS, and more)
The goal of DevOps is to deliver high quality solutions with shorter life cycles. ThoughtFocus accomplishes this through the expertise of its experienced DevOps strategists and planners, proven technologies, and project methodologies. We begin by assessing your existing environment and readiness for agile adoption, determining the best opportunities for productivity gains through automation, and developing the optimum solution architecture for each project.
Then, our playbook-driven methodology and thorough, documented assessments ensure the best recommendations for the ideal DevOps outcomes – with minimal resource consumption over the long term for maximum DevOps value.
ThoughtFocus offers advisory services, customized end-to-end DevOps implementation, and managed operations and monitoring to assure your technology investments. ThoughtFocus DevOps solutions are designed for enterprises with best-in-class cloud management including automation, optimization, governance, and security.
24/7 Managed Operations
- Automation study
- Process identification
- Workflow identification
- Management
- Deployment support
- Patch updates
- Log management
- Incident management
- Change management
- Service request management
- Problem management
Cost Optimization
- Track cloud utilization
- Capacity management
- Upsize and downsize servers
- Automated start/stop of non-production systems
- Deletion of unused services
- Re-architecture development for better performance
- Spot instance planning
- Multi-cloud strategy
Governance & Reporting
- ITSM-based ticketing tool
- ITIL framework-based project management
- PMP Certified service delivery managers
- Strict adherence to defined SLAs
- Multiple cloud accounts management
- Access management
- Daily, weekly, monthly reports
- Uptime reports
Security & Compliance
- Cloud-native security
- Access management
- VPN support
- Firewall support
- SSL management
- DDoS monitoring and support
- WAF management
- Anti-virus protection
- DNS management
- Vulnerability assessments
- Server encryption
Enterprise systems perform best when continuously maintained and upgraded, but advances in technology – including cloud solutions, artificial intelligence, and machine learning – mean it can take far too long to benefit from major upgrades. ThoughtFocus' Legacy Modernization solution is applied to legacy systems that are due for structural change to yield the greatest business value. Then, a customized solution is structured that identifies the best path to unlocking quantum improvements in business value from legacy systems.
ThoughtFocus determines the best modernization approach and project structure for each engagement.
ThoughtFocus Legacy Modernization projects typically begin by mapping the application portfolio for a given business area while maintaining a focus on the critical business goals the legacy system are meant to fulfill. This map then serves to drive the transformation journey. Other modernization features:
- Perform a thorough “as is” determination of the existing system landscape in light of current business priorities
- Determine the optimal modernization model to apply, and defining a set of engineering guidelines to govern the implementation
- As plan execution begins, detailed requirements are defined along with a roadmap and implementation plan, and potential quick wins are identified to speed the capture of business value from the new solution
- During the execution phase, ThoughtFocus designs the future architecture together with design standards and guidelines
- Quick wins are implemented, and requirements are validated
- User Acceptance Testing (UAT) is implemented and feedback from the UAT phase is captured and implemented
- Finally, each modernized system is thoroughly documented and handed over to the customer support team
ThoughtFocus offers a comprehensive accreditation information management system that easily integrates with current accreditation processes. Use the Accreditation Management system to improve your accreditation process. Fully customizable - create and personalize applications, manage all back-end administration, and connect effortlessly with applicants at all stages of the accreditation process
ThoughtFocus offers a unique, easy-to-use, cloud-based framework that enables your organization to automate end-to-end accreditation processes and add new capabilities for analytics and improved reporting.
With ThoughtFocus, you can reduce your organization’s operating costs significantly, while giving your users an enhanced experience and deeper operational insight.
Deploy it quickly to accelerate time to value. With modern and robust features including compliance management, document management, team selection, site visits and analytics, this software platform has the capability of managing the entire workflow of the accreditation process.
Features include:
Organization & People Management
- Organization Management
- People Management
- Program Management
Process Management
- Process Configuration
- Role based authorizations
- Email Templates
Reference Documentation
- Compliance Management
- Policy Integrity
- Assessment Integration
- Version Management
Questionnaire Setup
- Multiple Question Types
- Document type questions
- Selection type questions
- Questionnaire Configuration
Assessment Creation
- Rules engine
- Notifications
- Documents Repository
Document Management
- Reference Documentation
- Document Tagging
- Document Collaboration
Reporting & Analytics
- Data insights
- Decision making
- Reporting
Universities seeking a better way to engage with students (at the right time with the right message) use a multi-channel outreach strategy including direct mail, email, social media, ads, and more. All these touchpoints encourage students to apply and attend.
But what happens when they visit your website or call your 800 number for more information? Do your prospective students get the same experience across all touchpoints?
Are communications and messages consistent? Is the prospective student’s experience seamless?
The Access Line/Contact Center Omni-Channel Suite provides a digitized, customizable, high-productivity contact center application that allows admissions counselors to engage with students across all channels - email, phone, text, SMS, social, and more.
A consistent and engaging user experience is critical.
The Access Line Omni-Channel Suite unifies communication across the entire range of touchpoints. From phone, social, SMS, email and more - everything is in one place.
Advanced offers contextual customer identification, real-time notification, integrated communication, and agent productivity tools like KB integration, search, and case creation to ensure agents are effective.
Supervisors get real-time and historical visibility and insights into the operational efficiency of agents and the utilization across various channels.
The enterprise-grade routing and work distribution engine allows customers to configure agent presence, availability, and routing rules, thus ensuring agents are working on the most relevant engagement.
Specifically designed to address Higher Education challenges at scale, the YANA Omni-Channel Suite is more than a chatbot because it unifies communication across all your departmental silos.
In fact, the Access Line Omni-Channel Suite uses artificial intelligence to answer complex questions relevant to students. Complex queries and interactions with administrative services like advising, housing, financial aid, IT support, and campus events can be easily choreographed.
It’s a win/win.
Students get 24×7 access to personalized information that keeps them engaged.
Administrative departments can reduce the volume of inquiries during peak periods.
Access Line Omni-Channel Suite enables higher levels of student success and administrative efficiency.
Are you ready to give students a better experience? Get in touch today.
Coming Soon!
We are currently working on this feature and will launch soon!
ThoughtFocus tackles a wide range of application needs enabling clients to meet mission critical, complex business goals with speed and ease. We have delivered highly automated, state of the art application environments for some of the toughest challenges: ground-breaking mobility solutions, end-to-end design and development of eCommerce platforms; Loyalty and Rewards programs; intuitive, customer-facing risk management solutions; and highly complex web development and dashboard projects.
Every project is approached with thorough knowledge of the best-fit industry standard tools, and a wealth of utilities developed uniquely to meet a growing array of project demands. We assure success with experienced project managers dedicated to complete transparency, measured progress, and proven, methodical approaches to day-by-day problem solving.
The ThoughtFocus engineering approach is to deliver scalable, easily maintained applications engineered for future needs. Our robust and continually enhanced delivery framework ensures that projects are delivered on time, within budget, and with demonstrated high quality. Every ThoughtFocus development project is executed with a proven approach:
Assessment and Strategy
- Assess the current, as is scenario
- Identify the ideal transformation strategy for each environment and set of business needs
- Coordinate vendor evaluations to help select the ideal tools and technologies
Customer experience design
- Mapping the customer journey from end to end to ensure the best user experience
- We bring UX experts to each project to assure the optimum customizations
Omnichannel eCommerce
- Designing and building eCommerce applications that are accessible from multiple devices, with a mobile-first approach when desired
Analytics and data visualization
- Enterprise-wide data management and data governance
- Complex multi-technology solutions
- Data visualization in real time
Internet of Things (IoT)
- Firmware and gateway design and development
- Comprehensive suite of Quality Assurance services
- Automation, using bots and artificial intelligence as desired for maximum efficiency – including efficiency gains over time with machine learning
A Quality Assurance (QA) partner must weave together a full breadth of service offerings, tools, expertise, methodologies, and practice area expertise. ThoughtFocus will partner with your product teams, enabling them to focus on achieving the best business outcomes while minimizing concerns with application reliability. Our approach is to identify and focus on areas that can be automated, delivering rapid business ROI. We perform the verification and validation to ensure your products and applications are delivered just in time at low cost.
To deliver the best QA solutions, ThoughtFocus has powerful alliances with leading tool vendors for testing and proven engineering expertise in building products and enterprise applications. By taking a product-centric approach, we ensure ongoing flexibility and futureproofing of our clients’ technology. ThoughtFocus offers:
Digital Testing Services
- API and Microservice Testing
- Extreme Automation
- Mobility, Agile and DevOps Testing
- Artificial Intelligence / Machine Learning
- Robotic Process Automation
- Cloud Testing Services
Core Testing Services
- System Testing and System Integration Testing
- Smoke Testing and Regression Testing
- User Acceptance Testing
Test Consulting
- Assess, Build and Deploy
Specialized Testing Services
- Security Testing
- Performance Testing Services
Regulatory Compliance
- Aerospace Verification and Validation
- Regulatory Compliance Testing (GDPR, PCI DSS, and more)
The goal of DevOps is to deliver high quality solutions with shorter life cycles. ThoughtFocus accomplishes this through the expertise of its experienced DevOps strategists and planners, proven technologies, and project methodologies. We begin by assessing your existing environment and readiness for agile adoption, determining the best opportunities for productivity gains through automation, and developing the optimum solution architecture for each project.
Then, our playbook-driven methodology and thorough, documented assessments ensure the best recommendations for the ideal DevOps outcomes – with minimal resource consumption over the long term for maximum DevOps value.
ThoughtFocus offers advisory services, customized end-to-end DevOps implementation, and managed operations and monitoring to assure your technology investments. ThoughtFocus DevOps solutions are designed for enterprises with best-in-class cloud management including automation, optimization, governance, and security.
24/7 Managed Operations
- Automation study
- Process identification
- Workflow identification
- Management
- Deployment support
- Patch updates
- Log management
- Incident management
- Change management
- Service request management
- Problem management
Cost Optimization
- Track cloud utilization
- Capacity management
- Upsize and downsize servers
- Automated start/stop of non-production systems
- Deletion of unused services
- Re-architecture development for better performance
- Spot instance planning
- Multi-cloud strategy
Governance & Reporting
- ITSM-based ticketing tool
- ITIL framework-based project management
- PMP Certified service delivery managers
- Strict adherence to defined SLAs
- Multiple cloud accounts management
- Access management
- Daily, weekly, monthly reports
- Uptime reports
Security & Compliance
- Cloud-native security
- Access management
- VPN support
- Firewall support
- SSL management
- DDoS monitoring and support
- WAF management
- Anti-virus protection
- DNS management
- Vulnerability assessments
- Server encryption
Enterprise systems perform best when continuously maintained and upgraded, but advances in technology – including cloud solutions, artificial intelligence, and machine learning – mean it can take far too long to benefit from major upgrades. ThoughtFocus' Legacy Modernization solution is applied to legacy systems that are due for structural change to yield the greatest business value. Then, a customized solution is structured that identifies the best path to unlocking quantum improvements in business value from legacy systems.
ThoughtFocus determines the best modernization approach and project structure for each engagement.
ThoughtFocus Legacy Modernization projects typically begin by mapping the application portfolio for a given business area while maintaining a focus on the critical business goals the legacy system are meant to fulfill. This map then serves to drive the transformation journey. Other modernization features:
- Perform a thorough “as is” determination of the existing system landscape in light of current business priorities
- Determine the optimal modernization model to apply, and defining a set of engineering guidelines to govern the implementation
- As plan execution begins, detailed requirements are defined along with a roadmap and implementation plan, and potential quick wins are identified to speed the capture of business value from the new solution
- During the execution phase, ThoughtFocus designs the future architecture together with design standards and guidelines
- Quick wins are implemented, and requirements are validated
- User Acceptance Testing (UAT) is implemented and feedback from the UAT phase is captured and implemented
- Finally, each modernized system is thoroughly documented and handed over to the customer support team