A large, international financial organisation approached Automation Consultants (AC) to seek assistance in digitising an existing internal process. These types of processes often have multiple parties working in countries around the world and require strict documentation, an auditable trail, and approvals from people and committees at various levels.
Their existing process was largely paper based, with various word and excel documents communicated between teams primarily via email. This led to various difficulties with version control and hindered visibility, which in turn reduced the quality of the outputs. In addition, the high level of bureaucracy required to overcome these obstacles resulted in very long timescales and frequently missed deadlines for submissions.
A solution was designed with our customer using Jira and Confluence to unify and consolidate their existing process:
The new process has received very positive initial feedback from the teams using it. Once they overcame the initial hurdles of unfamiliar tooling, they have reported that the system is intuitive and easy to use, and that having a consolidated view of what items are currently in the process and where they are up to is highly beneficial.