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IMA Financial Group, Inc.

Automating Document Generation for a Prominent Financial Services Firm

The IMA Financial Group, Inc. is a diversified financial services company focused on protecting the assets of its widely varied client base through insurance and wealth management solutions. The company’s 800+ associates in Colorado, Kansas, Michigan, Pennsylvania, and Texas provide customized solutions for their client’s unique needs.

IMA application shown on monitor
Technologies
.NET Core / MVC
Services
Custom Application, Design, Development, Integration
Industry
Financial

A Custom Application Implementation

IMA Financial Group, Inc. enlisted the services of BizStream to develop a tailored application designed for the automated creation of PDF documents based on web input forms. The objective was to streamline the distribution of the appropriate form to the correct individual with utmost speed. Additionally, IMA aimed to minimize manual efforts, thereby reducing errors and inconsistencies associated with the manual conversion of forms to PDFs.

IMA Financial Group, Inc. PDF generator window
IMA Financial Group, Inc. website shown on laptop

BizStream efficiently developed a tailored system to rapidly and accurately produce client documents, surpassing industry speeds. Unlike other vendors attempting to retrofit existing applications, BizStream built the system from scratch, delivering a fully functional product within a few weeks. Their ability to understand our needs, ask pertinent questions, and transform ideas into reality has enhanced our credibility with clients. All achieved at a reasonable cost, BizStream’s unmatched speed sets them apart in the IT industry.

Justin Jacobs
Vice President of Marketing

Challenges

  • Finding suitable tools for PDF generation.
  • Determining feasibility of meeting all client requirements during discovery.
  • Defining workflow, including requirements, processes, and needs.
  • Creating an application compatible with the client's network while allowing external access.
  • Ensuring accurate display of information, especially interacting with PDF for specific requirements.
  • Managing project timeline with a need for a quick turnaround.
  • Collaboration with third-party IT teams.
  • Establishing consistent PDF templates.
IMA Financial Group, Inc. website shown on laptop

Solutions

  • Implementation of content mapping.
  • Development of a custom .NET Core application as the application's platform.
  • Utilization of Telerik Data Access third-party controls for accelerated development.
  • Integration of an open-source third-party PDF component for content manipulation and generation.
  • Adoption of Microsoft .NET Identity for active directory integration.
  • Collaboration between BizStream and IMA on wireframes to refine functionalities.
  • Creation of custom logic and configuration to facilitate PDF form entry.
  • Application of BizStream's established process to transform the idea into a tangible solution.
  • Establishment of a foundational framework that allows for future expansion in subsequent project phases
IMA Financial Group, Inc. website shown on laptop

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