Southpoint implemented enhancements to a case management application called the Ombudsman Matter Management System (OMMS) used by the Securities and Exchange Commission’s (SEC) Office of the Investor Advocate (OIAD) to collect and manage inquiries from the public.
OMMS is built on the Salesforce Service Cloud platform and can collect public inquiries as well as track and report related actions. Southpoint developed a responsive and 508 compliant web form to ensure accessibility and usability on any device. The SEC OMMS Matter submission form is now one of the most accessible forms on the SEC website (https://omms.sec.gov/).
Southpoint also migrated the OMMS users from the Salesforce Classic to the Lightning Experience user interface, allowing SEC to take advantage of new, innovative features available on the Salesforce platform. Southpoint also implemented single sign-on integration with SEC Active Directory.