Case Study: ICG improves finance operations with Eficode and Jira Service Management

ICG improves finance request reporting with Eficode and automates invoice processing

ICG, a global alternative asset manager, faced challenges with its finance operations relying on inefficient legacy email workflows for critical requests like invoice processing. This made enforcing processes, measuring performance, and sharing knowledge difficult. Partnering with Eficode, ICG sought to implement a structured system using Jira Service Management to gain control and visibility.

Eficode implemented a Jira Service Management solution, which included hands-on collaborative upskilling for ICG's team and a custom-built application to automate a complex invoice process that native JSM could not handle. This provided ICG with greater operational control, clear metrics on fulfillment times and request volumes, and long-term self-sufficiency. The successful project has served as a template for ICG to expand JSM to other departments.

ICG (formerly Intermediate Capital Group)