SRA's PROOF manages processes related to public offers and Insurance for a renowned global investment management organization

About Customer

The client is a global investment management organization offering investment solutions and services. The client also manages investment vehicles for individuals, institutions, Public offerings, pension plans, trusts, and partnerships.

Key Objective

• Digitize physical documents
• Reduce turn around time for processing
• Ability to quickly retrieve documents
• Monitor and control document process flow

Challenges

• Document synchronization across various branches of the organization
• High volume processing
• Document type based Retention
• Exhaustive Disaster recovery management

SRA's Approach

SRA studied “As-is” process, followed by piloting a process in a central branch, based on this pilot, an optimized process was arrived in consultation with the clients process champions. Optimized process was then modeled and rolled out to other organizations branches

Benefits

• Quicker customer response
• Decentralized document capture
• Better monitoring capability
• Effective disaster recovery management