Case Study: Banking and Financial Services Organization achieves global process visibility and regulatory compliance with erwin Evolve

Banking and Financial Services Organization - Customer Case Study - Customer Case Study

Banking and Financial Services Organization, one of the world’s largest banking and financial services firms with more than 230,000 employees across 60+ countries serving over 40 million customers, needed clear executive visibility into how it operates across business lines, markets and regulatory regimes. Facing inconsistent service definitions, overlapping taxonomies and limited end-to-end process transparency, the organization engaged erwin and deployed erwin Evolve by Quest to better document, explain and manage its global processes.

erwin implemented erwin Evolve as a global repository linking processes, capabilities, applications, data, risks and controls, with role-based dashboards and drill-down process maps; thousands of diagrams were auto-generated to document process steps. As a result erwin helped establish a trusted single source of truth and change control, improve cross-functional collaboration and organizational alignment, enable system rationalization and automation analysis, support thousands of employees more efficiently, and provide auditable evidence for regulators.