Our client, a financial services group needed a solution to streamline and automate cash management functions. The solution had to centralise treasury payments and transfers, bank account reconciliation and cash flow forecasting thereby providing the business visibility over cash positions and optimal use of cash reserves.

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This workflow automation application was developed in just 3 months as part of a 30-day challenge initiative. It transformed a manual LISP Offshore Claims process into a streamlined digital system, cutting processing time from 17 to 9 days while improving SLA compliance to 63%. The solution includes comprehensive workflow setup and management capabilities.

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Core Functionality

• Transforms a manual offshore claim process into an automated workflow system

• Enables workflows to be set up and managed efficiently

• Streamlines communications and documentation previously handled via email

• Provides tracking and monitoring capabilities for all claim requests

• Ensures compliance with service level agreements

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Technical Information & Development

• Built using our internal development toolset for rapid deployment

• Integrates with MSGraph to streamline communications

• Development completed in just 3 months, meeting both time and budget constraints

• Designed with user-friendly interface for easy adoption

• Includes comprehensive tracking and reporting features

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Business Impact

Before implementation, the offshore claim process was entirely manual and could take up to 17 days to complete. All communications and documentation were sent via email, making tracking difficult and increasing the risk of errors. Since implementation, users have logged over 250 claim requests with significant efficiency improvements:

• Average processing time reduced to just 9 days (from 17)

• Team now meets 63% of SLA requirements

• Created new business opportunities in other departments

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This project success opened doors to new areas within the client organization, eventually leading to the development of additional tools including a Retirement Optimiser Valuator Tool and more solutions in the pipeline.

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