CASE STUDIES ABOUT US CAREERS CONTACT US

Satori orchestrates change; we deliver insight, add clarity and align business objectives to yield results. We go beyond the obvious and search for innovative solutions, working side-by-side with our clients to implement them.

Engineering financial management processes

We helped our client devise a future-state framework that would optimize business processes, facilitate increased levels of collaboration between various stakeholders, and provide valuable strategic input to divisions across the firm.

The Situation

The Technology Finance division of a leading financial services institution, responsible for billions of dollars in annual technology spend, needed to reengineer its core business processes. The group was overwhelmed by manually intensive activities, extensive data cleansing and consolidation, and an exceedingly detailed bottoms-up budgeting process. There was also little capacity to conduct forward-looking analysis and provide business insight to key stakeholder groups across the firm.

The Satori Solution

We began by conducting a strategic assessment of the functions and processes of the Technology Finance group. This assignment included identifying and assessing key data elements and sources, evaluating existing applications used to support business processes, and highlighting major functional gaps. To improve and expand the Technology Finance division's reporting capabilities, we developed and implemented a PMO structure and processes that would define and uphold standards for projects and key business terms. Finally, we brought together key individuals from various internal stakeholder groups to develop a strategic roadmap to the ideal future-state environment.

The Results

We prepared the client for potential effects of the newly-engineered processes and supplied a well-defined work plan. The division is now positioned to implement strategic changes that will simplify its operations and improve its communication with stakeholders.