Experience

 
 

Credit Card/Financial Services Provider: IT Operations Process Improvement

 

Industry: Financial Services


 

Challenge

 

  • Decline in quality and efficiency related to the receipt, processing, and delivery of data
  • In order to improve department and company performance, as well as prepare for planned growth, the client sought to evaluate its current operations, and implement changes to improve quality, increase efficiency, and prepare for increased capacity

Approach

 

  • Current State Assessment focused on gathering all information relevant to IT Operations and comparing to best practices from other companies as well as other industries - included reviewing historical performance data and conducting interviews with process owners
  • Operational Analysis and Planning phase was to evaluate the strengths and weaknesses of the operations, identify the desired future state, and develop a plan for bridging the gap from current state to desired state
  • In order to insure that the concepts and solutions received the proper client support, the project teams were comprised of a combination of client and Transform resources (this method has proven to be most effective in organizations without a strong change oriented culture or project management methodology)

Results

 

  • Transform was able to leverage its process and technology integration expertise and methodologies to evaluate and implement a successful process improvement solution
  • This solution has helped the client not only improve existing operations, but also better understand its capabilities and in-turn, better prepare them for future growth

    Primary Solution:

    Technology Integration

    Secondary Solution:

    Enterprise Program Management

 

 

 


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