A leading UK DFM needed our help in two specific areas:
1. Implementation of Intelligent Office
2. Better adoption and embedding of business processes, including optimisation and workflow design
Approach:
The firm designed their own model portfolios and have a bespoke client review process. With the client we identified several options to support their back-office administration processes. Our capability model was used to compare several solutions and provided the client with fact-based information and assurance to support their decision.
To ensure the solution was better adopted and embedded we successfully implemented Intelligent Office. The first area of focus was the client onboarding journey. We mapped the current processes, utilising our simple yet effective process modelling methodology and standards. This provided a basis to see how Intelligent Office could be adopted effectively and identifying opportunities for efficiency.
Results:
We utilised our extensive knowledge and experience to design workflow journeys for new business and client reviews. We worked collaboratively with our client to ensure they understood how the workflow journeys mapped to their business processes and where Intelligent Office provided improvements, efficiencies and opportunities.
