Project Management Case Studies
Shareholder Reports Delivered Electronically and
Cost Effectively
Challenge
Shareholder Reports are required by industry regulators for all mutual fund products. Developing, printing and distributing them is extremely expensive.
Solution
The RoMa Group managed the development of an electronic delivery system to distribute shareholder reports utilizing the client company’s website. The solution was fairly complex, but appropriate: The RoMa Group had to develop a solution that would enable shareholders to easily receive and read their reports; the project team needed to determine the most cost-effective delivery platform, html or pdf. Finally, the team had to create an electronic delivery solution for reports that would work in parallel with the printed version.
Outcome
Electronic delivery of shareholder reports was forecasted to save 20% of production costs in two years.
Non Profit Charity Uses The RoMa Group for Event Planning
Challenge
Coordinate the “Dinner of Champions” fundraising event for a nationwide organization in a very short time frame.
Solution
Worked with local political and business leaders to gain financial and logistical support for the event, coordinated within two months. Developed collateral material including signage, the evening’s program and promotional materials.
Outcome
The organization’s most successful fundraising dinner to date, raising over $200,000.