-
5
regions across which reports were standardised
-
40%
bandwidth freed up for the client’s commercial banking team
-
60%
productivity gain with report automation
CLIENT CHALLENGES
- Unstructured analytics leading to poor visibility and conversion of leads with no data governance frameworks in place
- Poor collaboration between the sales and marketing teams due to inefficient data management
- Manual workflows resulting in poor efficiency and higher utilisation of key commercial banking resources
OUR APPROACH
- Standardise
- Retain: Maintained the quality of work across requirements
- Document: Created/prepared the process flow step by step to avoid human error
- Monitor: Continued to improve the process based on results
- Achieve
- Set timeline/goals for the short, mid- and long term
- Set metrics to measure progress
- Created an action plan to stay on track and identify steps
- Obtained client validation
- Analyse
- Identified the current process
- Mapped the process with new tools and techniques
- Identified inefficiencies
- Evaluated and reviewed data, maintaining quality
- Implement
- Created reports/dashboards on Einstein, MS Access
- Cleansed SFDC data
- Compare data with other tools
- Enriched new fields in SFDC
- Completed ad hoc requests
- Process
- Understood
- Analysed
- Validated and modified
IMPACT DELIVERED
- Provided top-notch client service, improved process using new techniques/automation, handled tasks in a flexible and timely manner and ensured consistency in quality of deliverables
- SMEs established long-term partnerships with multiple development and testing teams at the client’s end to create effective tools for data analysis
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