List of Ortec Finance PEARL Customers
Zoetermeer, EA 2719,
Netherlands
Since 2010, our global team of researchers has been studying Ortec Finance PEARL customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Ortec Finance PEARL for Asset Performance Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Ortec Finance PEARL for Asset Performance Management include: The Beer Store, a Canada based Consumer Packaged Goods organisation with 7000 employees and revenues of $1.20 billion, Mn Services Netherlands, a Netherlands based Banking and Financial Services organisation with 400 employees and revenues of $180.0 million and many others.
Contact us if you need a completed and verified list of companies using Ortec Finance PEARL, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Ortec Finance PEARL customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Mn Services Netherlands | Banking and Financial Services | 400 | $180M | Netherlands | ORTEC | Ortec Finance PEARL | Asset Performance Management | 2015 | n/a |
In 2015 Mn Services Netherlands implemented Ortec Finance PEARL for Asset Performance Management. The deployment placed responsibility for daily index values into Pearl CM to support performance attribution, with the Ortec Finance PEARL environment feeding attribution calculations and daily index provisioning used by investment operations.
Configuration centered on Pearl CM for index and benchmark management and the Pearl Webportal for attribution review. Operational capabilities implemented include automated and manual benchmark import processes, routine checks for unusual returns, total effect and residuals in the Pearl Webportal, and procedures to manually import any missing benchmarks and correct portfolio or benchmark security mappings.
Operational coverage extended to all portfolios under management, with specific monitoring for mandates and IMA level limits across portfolios. The operational team identified unusual residuals for all high yield portfolios covering Q1 and Q2 of 2017, and performed assessments of portfolio and benchmark security changes to ensure attribution accuracy.
Governance and workflow changes formalized daily reconciliation and exception handling, assigning responsibilities for index validation, manual benchmark imports, and security correction. Programmed mandate rules were subject to change control, with documented steps to modify mandate rules when monitoring flagged limit breaches, embedding performance attribution controls into investment operations.
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The Beer Store | Consumer Packaged Goods | 7000 | $1.2B | Canada | ORTEC | Ortec Finance PEARL | Asset Performance Management | 2018 | n/a |
In 2018 The Beer Store deployed Ortec Finance PEARL as its Asset Performance Management platform to centralize warehouse and route planning functions across its distribution center operations. The deployment targeted DC Warehouse #3630 and DC Warehouse #3640 in Sudbury and was executed under a contract that ran from December 2018 to December 2019.
Ortec Finance PEARL was configured to support planning and execution modules including route optimization, load planning, dispatch management, and operational reporting. The solution was used to generate dispatch reports, customer reports, pick slips and load plans, and to enforce planning rules for truck capacity, labor hours and time windows, aligning operational scheduling with available resources.
The implementation integrated with inventory systems SAP IM and SAP EWM to align stock and order data with route plans, and with the GEOTAB GPS system to update vehicle assignments and track route execution. Operational workflows also connected to a Ticket Management System and an Internal Management Ticket System for customer inquiries and exception handling, and planning teams coordinated with Cross Docks and a defined customer base that included Licensees, LCBO, The Beer Store, Empty Bottle Dealers, Retail Partners, Grocery and Brewery orders.
Operational governance defined daily review of truck lists, customer groupings and early or late calls, while Logistics Supervisors at the Beer Store DC warehouse maintained responsibility for procurement, maintenance, distribution and replacement planning to ensure item availability. Planners were required to monitor ticket queues, produce detailed communications such as ODR supplies reports, Load Delays and Assembly Error Tracking, and to assess and escalate potential risks or losses to Supervisors or Managers.
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Buyer Intent: Companies Evaluating Ortec Finance PEARL
- Toronto Transit Commission, a Canada based Transportation organization with 17000 Employees
- APG Groep, a Netherlands based Banking and Financial Services company with 4500 Employees
- Union Investment, a Germany based Banking and Financial Services organization with 3200 Employees
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