Case Study: Financial Services Solutions Provider transforms client services and reduces process errors with BusinessOptix

Financial Services Solutions Provider Uses Businessoptix to Transform Client Services Processes

Financial Services Solutions Provider, a regulated financial services organization, was struggling with multiple disconnected tools like Visio, Word, PowerPoint and an EA platform, with no common process standards or language. This led to process errors, duplicated effort, and time wasted recreating processes that already existed in silos. They turned to BusinessOptix to improve the way client services processes were designed and managed.

Using BusinessOptix’s cloud-based Business Process Transformation suite, the customer created compliant “as-is” and “to-be” processes, added contextual information, captured stakeholder requirements, built work instructions, and established a central repository with collaborative review and feedback. BusinessOptix also supported training, standards, and direct integration to the BPM engine for automation, helping the customer eliminate errors, reduce rework, improve documentation, and drive greater reuse and sharing of standardized processes, with plans to extend into cross-functional design, analytics, and RPA.