Modernizing Fund Administration for CBT Funds
Built a secure, cloud-based system that cut administrative processing time by 40%.

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
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:
The Results
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Faster case completion
Staff adoption in 2 weeks
Reduced task duplication
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
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
Our Solution
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.
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