Case Studies
Case1 - Our client operated a manual process for opening and closing client files. The process would be initiated by an administrator, completing a hard copy form which would then be passed to the accounts department. The accounts department would then finalise the form and update the details onto the in-house system. Once this process had been completed the client reference could be generated and advised to enable them to bill their client.

One of the problems encountered by our client was they operated from various office locations. This meant the hard copy form was sent between offices by internal post. With no validation or controls in place the form often ended up incomplete causing the cycle to be repeated. This delayed the generation of the client reference, which resulted in the delayed billing of their client.

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Case 2 - Our client performed a complex reconciliation process each month to ensure each of their 400+ customers balanced on a number of in-house systems. Using a large team of 12 employees the process involved running 13 electronic downloads from the clients AS400 system for each customer. The same repetitive analysis across each customer was then carried out to ensure each account reconciled. This process would take the team a entire month to reconcile.

The problems our client faced each month trying to perform such a large reconciliation process were that if any accounts did not reconcile additional manual process would be required to notify other departments what actions were required to reconcile the accounts. This meant that there was a long delay before the un-reconciled accounts were reconciled and made available to other departments.

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