Capability Alignment
Process Mapping
Process Automation
System Integration
We conducted detailed current-state process mapping across multiple jurisdictions, using value stream modeling, process mining, and operational risk overlays to pinpoint redundancies and system disconnects. Working closely with enterprise architects and product owners, we aligned future-state business capabilities with technology roadmaps — including a Salesforce-managed package for project tracking, custom API integrations across core systems, and robotic process automation (RPA) to eliminate manual steps. Deliverables included interactive visual models, a centralized process repository in SharePoint, and role-based onboarding playbooks. The result: reduced onboarding time, improved regulatory confidence, and a shared, data-driven view of operational improvement.
Accelerating Institutional Onboarding Through Process Redesign and System Integration
Client: MFS Financial Services
Category: Finance & Banking
Date: 2021
MFS Investment Management sought to dramatically improve its institutional client onboarding experience, which previously spanned up to 14 months due to manual workflows, siloed systems, and repeated data entry. Partnering with senior leadership and business teams, we helped to untangle this complexity and design a more efficient, scalable onboarding model.