Using Technology To Enhance The Customer Experience

Echelon Group, Boise ID

Echelon Group 2

Ech­e­lon Group pro­vides finan­cial ser­vices and employ­ee ben­e­fit ser­vices in Boise, ID. They part­ner with indi­vid­u­als, busi­ness own­ers, and com­pa­nies to plan and imple­ment wealth accu­mu­la­tion and cost con­tain­ment strategies.

Ech­e­lon Group’s client-cen­tric approach meant they spent hours at their white­board draw­ing con­cepts both for inter­nal and client meet­ings. The white­board worked well for illus­trat­ing key points, but every­thing had to be redrawn if the con­tent wasn’t com­plete by the end of the meet­ing or some­one want­ed to review the top­ics later.

Ech­e­lon Group desired a dig­i­tal solu­tion that would allow pre­sen­ters to pull up ref­er­ence mate­r­i­al dur­ing meet­ings. They also want­ed to scale their pre­sen­ta­tions from the meet­ing room to clients regionally.

Searching for the Right Solution

The firm need­ed a solu­tion to enhance their pre­sen­ta­tion capa­bil­i­ties for clients and staff. Pres­i­dent Don Reiman became inter­est­ed in inter­ac­tive dis­plays after attend­ing pro­gram train­ing where the tech­nol­o­gy was uti­lized. The facil­i­ta­tor was able to draw con­cepts on the board and eas­i­ly pull up ref­er­ence mate­r­i­al in response to attendee questions.

Don con­nect­ed with Neurilink and began explor­ing dif­fer­ent inter­ac­tive dis­play options. He envi­sioned an inter­ac­tive dis­play that allowed employ­ees to save white­board draw­ings and open them lat­er to con­tin­ue edit­ing. This would save time by avoid­ing the re-draw­ing that was need­ed on their old whiteboard.


Ceiling Mic- Office

They also need­ed the abil­i­ty to open files, fold­ers, or oth­er pre­sen­ta­tions quick­ly dur­ing train­ings. If a doc­u­ment is need­ed as a ref­er­ence, they want­ed to quick­ly and eas­i­ly change between the white­board and the file. Final­ly, they want­ed to be able to anno­tate over files they opened and high­light areas for extra emphasis.

Based on their needs and how the inter­ac­tive dis­play solu­tion would sup­port their work­flow, Ech­e­lon moved for­ward with the Clev­er­touch Inter­ac­tive Dis­play and Zoom video conferencing.

Clev­er­touch fea­tures 20-point touch and allow users to select the pen col­or and thick­ness when using the dig­i­tal white­board. An option­al on-board PC pro­vides access to nec­es­sary fold­ers and files dur­ing meet­ings and pre­sen­ta­tions. It also pro­vides the abil­i­ty to tog­gle back and forth between dif­fer­ent white­board slides and PC.

Echelon Group office tech


Ech­e­lon Group’s train­ers can save the white­board file direct­ly to the Clev­er­touch after a meet­ing. If there is work still to be done on a con­cept, they can open the file lat­er and con­tin­ue edit­ing the pre­vi­ous work. When employ­ees have a ques­tion or need to ref­er­ence work from a pre­vi­ous meet­ing, the file sys­tem empow­ers them to retrieve the need­ed infor­ma­tion with­out hav­ing to con­sult oth­ers, sav­ing every­one time.

A high pri­or­i­ty for Ech­e­lon Group is the abil­i­ty to quick­ly switch between the white­board func­tion and oth­er pieces of con­tent. With just a few clicks the Clev­er­touch can bring up saved files or a web brows­er, which can be arranged, resized, and drawn on as desired. Once a saved file or web page is open, the facil­i­ta­tor can anno­tate direct­ly over it pro­vid­ing extra empha­sis on impor­tant points through the pen or high­light function.


Anoth­er impor­tant advance­ment is Ech­e­lon Group’s addi­tion of Zoom video con­fer­enc­ing with the inter­ac­tive capa­bil­i­ties of the Clev­er­touch. Zoom enables pre­sen­ta­tions to scale region­al­ly. The team can con­duct an in-per­son train­ing for local clients, while simul­ta­ne­ous­ly record­ing it for region­al clients to view dig­i­tal­ly. Zoom shares anno­ta­tions in real-time, so atten­dees on the call can fol­low along through the screen share and inter­ac­tive whiteboard.

Words of Wisdom

A stand-alone inter­ac­tive dis­play can be installed in a short­er time frame, and com­pa­nies can real­ize the max­i­mum return on their invest­ment by bud­get­ing time for employ­ees to learn the sys­tem. That is Ech­e­lon Group’s Pres­i­dent Don Reiman main take-away. He says, “Allo­cate time to study the tech­nol­o­gy and get extra train­ing to get more effi­cient with it sooner.”

If you’re con­sid­er­ing adding the ben­e­fits of an inter­ac­tive dis­play to your orga­ni­za­tion, the key is time. An inter­ac­tive dis­play can be added by itself, or as part of a larg­er audio­vi­su­al inte­gra­tion project. For an inte­gra­tion, it takes time for your AV part­ner to assess your needs and design the sys­tem. Short-cut­ting this process can lead to unfore­seen setbacks.