Modernizing Fund Administration for CBT Funds

Built a secure, cloud-based system that cut administrative processing time by 40%.

Finance & Insurance
Integrations
Custom Software
Deliverables
  • Process Flow Diagrams & Architecture Blueprint
  • Custom Admin Portal & Reporting Dashboard
  • Data Migration Toolkit
  • Audit-Ready Activity Logs
  • Services
  • Discovery & Requirements Workshops
  • UX/UI Design & Prototyping
  • Full-Stack Development & QA
  • Training, Go-Live Support & Maintenance
  • Technologies
  • Microsoft Azure
  • .NET Core
  • Angular
  • SQL Server
  • Power BI
  • Auth0
  • Deliverables
    Technologies
    Services

    Project Overview

    Built a secure, cloud-based system that cut administrative processing time by 40%.

    e built a scalable, cloud-hosted Fund Administration System (FAS) for the Cleveland Bakers and Teamsters Health & Welfare Fund, Pension Fund, and Local 19 Recreational Fund. FundFlow replaces a 1998 legacy application with a unified platform for member records, billing, reporting, and compliance. By centralizing workflows and automating key tasks, CBT Funds now manages three separate fund streams in one secure environment—eliminating paper-based processes and siloed data.

    The Challange

  • CBT Funds relied on an aging, on-premise system that lacked modern reporting, audit trails, and multi-fund support.
  • No off-the-shelf solution met ERISA, HIPAA, and pension regulatory requirements or the Funds’ complex billing rules.
  • Our Solution

    We collaborated with fund administrators to map every process, then engineered a modular portal with role-based access and real-time dashboards. Data from the legacy system was cleansed, transformed, and migrated using custom ETL scripts. The result is an intuitive interface that accelerates workflows while ensuring 100% compliance and audit readiness.

    Features:
  • End-to-end workflow automation with built-in compliance checks
  • Real-time financial and membership dashboards
  • Role-based permissions and secure single sign-on
  • Automated data migration and rollback safety nets
  • The Results

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    35%

    Faster case completion

    90%

    Staff adoption in 2 weeks

    70%

    Reduced task duplication

    150M

    Annual cost saving through improved efficency

    The Results

    40%

    Admin processing time reduction

    75%

    Data error rate decrease

    95%

    User adoption within 3 months

    Summary

    Built a secure, cloud-based system that cut administrative processing time by 40%.

    Focus Area

    Project Overview

    e built a scalable, cloud-hosted Fund Administration System (FAS) for the Cleveland Bakers and Teamsters Health & Welfare Fund, Pension Fund, and Local 19 Recreational Fund. FundFlow replaces a 1998 legacy application with a unified platform for member records, billing, reporting, and compliance. By centralizing workflows and automating key tasks, CBT Funds now manages three separate fund streams in one secure environment—eliminating paper-based processes and siloed data.

    The Challange

  • CBT Funds relied on an aging, on-premise system that lacked modern reporting, audit trails, and multi-fund support.
  • No off-the-shelf solution met ERISA, HIPAA, and pension regulatory requirements or the Funds’ complex billing rules.
  • Our Solution

  • CBT Funds relied on an aging, on-premise system that lacked modern reporting, audit trails, and multi-fund support.
  • No off-the-shelf solution met ERISA, HIPAA, and pension regulatory requirements or the Funds’ complex billing rules.
  • The  Impact

    Since launch, the solution has transformed how the CBT Funds team handles enrollments, billing runs, and regulatory reporting. What once took days of manual coordination now takes hours, with full visibility into every transaction. Auditors can access complete activity logs on demand, and fund administrators can focus on strategic initiatives instead of paperwork. FundFlow’s modular design also means new features—like benefit modeling and retiree portals—can be added with minimal disruption.

    View More Success Stories

    Our Clients Say It Best

    Behind every project is a relationship built on trust, communication, and shared success. Here’s what that sounds like.

    "The team is very personable; we feel like we're talking to friends."

    Bill Vasil
    Founder, CrewTrak

    "Collaborating with Moreland on this project was an absolute pleasure."

    Korey Silverman
    Director of Operations, General Pipe Cleaners

    "MorelandConnect has a great ability to keep the communication lines open with their clients."

    Amie Brock
    CEO, AIR Training Solutions

    Ready to Transform Your Fund Administration?