43% Platform Cost Reduction While Expanding Operational Capability
A publicly traded Fortune 500 financial services firm and one of the largest retail brokerage and wealth management providers in the United States, managing several trillion dollars in client assets.
The existing performance platform was expensive, inflexible, and barely used — but there was no visible alternative
The donor-advised fund operation had been using a legacy activity and performance management platform to manage teams responsible for donor account administration, grant processing, and high-volume financial transactions at significant scale — tens of billions in assets under management.
The platform’s poor integration capabilities meant that only 50% of production tasks were automatically tracked — the rest required manual logging. The interface was unintuitive, driving low adoption among managers and staff. And the internal Center of Excellence spent a disproportionate amount of time handling basic support tickets instead of delivering strategic performance insights.
The result: an expensive platform that failed to deliver the operational visibility it promised. Cost-to-serve reporting was absent. Forecasting tools went unused because they were too cumbersome. Proficiency tracking was set up but abandoned. Leadership had continued paying for a tool that, in practice, was underperforming across every dimension that mattered.
- Production task automation50%High
- Manager adoption / usageLowHigh
- CoE time on basic supportDisproportionateMedium
- Cost-to-serve visibilityAbsentHigh
- Forecasting capability usedNoneMedium
The performance management problem wasn’t methodology — it was the platform’s inability to integrate and simplify
The migration to Bramble revealed that the operational methodology the team needed was sound — but their previous platform couldn’t execute it. By establishing seamless integrations with their proprietary workflow system, Genesys telephony, grant management system, and Salesforce CRM, Bramble automated the data capture that had previously required manual effort. The internal CoE could redirect their time from fielding basic support tickets toward strategic use of performance data.
From legacy platform to operational capability — in 30 days
Bramble replaced the incumbent platform, established four system integrations, onboarded 100+ users, and delivered capabilities that the previous platform had promised but never executed.
Migrate & Integrate
Bramble replaced the legacy platform in a single migration cycle. Four core system integrations were established — proprietary workflow, telephony, grant management, and CRM — automating data capture that previously required manual entry.
Activate Capability
With integrations live, managers began accessing reporting that had previously been unavailable or too cumbersome to use — cost-to-serve by segment, production output by team, and proficiency tracking per staff member.
Expand & Redirect
The CoE redirected 50% of their time from basic platform support to strategic performance analysis. Leadership began evaluating expansion of Bramble to teams previously considered a poor fit for operational performance management.
Results measured from the deployment
These are measured outcomes — not projections. Real operational improvements delivered through Bramble.
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See how Bramble replaces legacy performance platforms
We’ll show you how Bramble integrates with your existing systems, automates production task tracking, and delivers the operational visibility your current platform can’t.
For COOs, VP Operations, and Transformation Leaders.