Creating Transparency, Reducing Risk

WHYPROCESSMANAGEMENT?

• Change of Technology• Certification (eg ISAE3402)• Good Governance & Control

2013, Ernst & Young Compliance Publication

“In order to aggressively control upcoming compliance costs, remain competitive, manage risk and stay focused on core strengths, firms will be forced to carefully re-examine and rethink the way they see their operating model.”

Success Stories

IDEALLY:

Business processes should be:

• Easy accessible

• Consistently documented by all divisions

• Clearly owned by a process owner

• A source of rich information from which business intelligence can be gathered

• Not key-resource dependent

• A continuous thread - bringing all business divisions together

• A platform for Regulatory Compliance & Risk Mitigation

• An enabler for Resource Planning & Role Definition

Our bespoke Process Management and Business Intelligence solution, that combines internationally accepted process reporting standards, with intuitive new ideas, to enable an industry leading way of viewing your business.

Our Goal?

To set the Market Standard in Business Process Management & Intelligence within the financial services industry.

THE SOLUTION:

• Experienced operating model consultation• Over 10 years of practical operating model experience

• Investec: State Street (4 Years)

• Allan Gray (4 Years)

• Taquanta Asset Management (18 Months)

• Momentum Asset Management (1 Year)

• Momentum Outcome Based Solutions (1 Year)

• Sanlam Investments (1 year)

• User friendly technology• Microsoft compatible – exports to Word, Visio, Excel

TECHNICAL DEMONSTRATION

IMPLEMENTATION:

1 Organisational

Structure

2 Weeks 2 Configuration

1 Week

3 Technical Installation

1 Week

4 Super User Training

1 Week

5 Process Definition

3 Month phase(s)6 Risk & Inefficiency

Identification

2 Weeks

7 Authorisation

1 Month

8 Data Analysis

2 Weeks

9 Target Operating Model

∞

10 Process Review

∞

SUPPORT & TRAINING

• Super User training

• Video tutorials highlighting & demonstrating major screens within the system

• Detailed screen-shot based user manual available to all users

• Dedicated application & technical support to Super Users from BluePrintBI consultants through blueprintbi.com and on Skype.

Our

Clients

ThankYou