Case Studies

BPM Tool Selection for a Large Change Team

This global change team in a large financial services organization, wanted to procure a BPMS tool to implement across its cross-business operations.

Right tool for Right job (R2) method helped identify pain areas in the business that necessitated a BPM tool, prioritise scenarios, build requirements around key functional and non-functional criteria, construct accurate RFPs and identify a clear-choice among various tools available in the market. This approach helped set correct expectations with the vendors and ensure that the agreed requirements were suitably embedded in license / maintenance agreements.

Process Library in a Global Back Office

This large global bank were looking to create a database and infrastructure to reference their business processes for deployment and streamlining purposes.

Global Process Library is a repository of gold-standard business processes that are grouped as per a pre-defined process taxonomy (hierarchy) based on industry-standard models, and stored in an electronic document management system that enables easy search, retrieval and change control.

Technology Process Consulting for an Asia Pacific Bank

This predominantly Asia Pacific bank having a global footprint, planned to revamp their business and technology operating model to create a strong service culture.

Business Operations Model and Technology Process Model helped map various functions and units to their organizational capability, and aligned the process levels with underlying roles and responsibilities. This helped build a roadmap for business as well as IT service model implementation.

Process-led software implementation in an European Bank

This large multinational European bank was looking to transition to a new core banking solution using a process-led approach.

Process Reference Framework is a structure for the business processes of various entities of the group that enables decision-making for automation or improvement. The classic fit-amend-build methodology could be applied for the design of core banking solution that enabled the bank to run its operations based on the process-logic instead of a system-logic.

Process Maturity in an European Financial Services Organization

The centralized operations of a multinational European financial services organization were relooking at their location strategy based on the way they managed processes.

Process Maturity Assessment is a methodology that evaluates the shape of the organization along critical operating model lenses. Questions related to process and corresponding org structure and governance provides a view of current state with a self-assessed ‘no-regret’ roadmap to the target state.  The impact assessment of design choices also help draft business case and prioritise implementation.