A corporate finance advisory firm
This scenario is illustrative: the organization is fictional and no measured results are claimed. It shows how this kind of team would use Lumora products.
Bankers found their CRM slow to update, so deal notes stayed in personal spreadsheets. The pipeline was disconnected from due-diligence tasks and closing schedules, and outside advisers needed paid seats.
Manage relationships and the deal pipeline in Lumora BizPush and due-diligence workstreams in Lumora Clarity, deployed on the firm's own hosting environment.
Case studies
A multi-site healthcare provider
Mandatory certifications were tracked in a training system separate from HR records. Proving who was up to date meant exporting and reconciling spreadsheets before every audit, and per-user fees rose with every new hire.
Read the scenarioA hardware engineering company
Engineers tracked work in two different tools and sales used a third. Status was retyped across all three, sales promised dates without seeing the build plan, and outside contractors were left off project boards to save seats.
Read the scenarioA training institute with online courses
Enquiries lived in one tool, lessons on a course platform that took a share of each enrollment, and fees in a third system. Students juggled separate logins, and counsellors called back leads without their history.
Read the scenarioDescribe the tools you use now and where the manual work is. We will show you the products from this scenario with your processes in mind.