Case Study: Financial Services Company/Business Process Documentation

Case Study: Financial Services Company/Business Process Documentation

Client profile:

• This client has a business process which collects portfolio information from their asset management system, compares daily returns to industry benchmarks and competitions, and distributes performance data to customers.

The need:

• Process consolidation
• System provided limited documentation

iSynergetics solution

We analyzed the process Developed maintenance and operation documentation Extended the lifespan of the existing processes Solution involved Advent AXYS, Microsoft Excel, Factset Financial Analysis API