Collecting investment documents translates into multiple portal check, logins authentication, as well as any other overhead required to manage the collection process – this generated heavy manual activity with minimum output. The average collection time for a document was greater than 5 minutes which impacted scalability of a pre-dominant manual collection process.
For efficient process management, SGA implemented a combination of features and services that systematized the collection process. Thus, limiting the resources needed to collect the documents thereby establishing controls over the collection process
Systematic collection: This involves connecting login credentials for 3rd party websites with connect inbox, motored by notifications received for documents posted on the portals.
Programmatic collection: Deploying automation techniques to mimic the manual collection workflow, resulting in limiting/eliminating human interventions
Overall solution helped in reducing the average document collection time to less than a minute
Blended Workflow
Communication Cadence
Process Engineering
Centralised System
Automation
We analyzed the as-is process to understand the pattern of workflow and developed scalable practices to support the increasing client base with associated volume.
