Our Work

Go With the Flows: Documenting Process Workflows

Companies with the best products and services, no matter how intuitive, provide users with detailed how-to guides. For investment servicing firms with interdependent operations teams and constant accuracy and timeliness pressures, having comprehensive, current and accurate process workflows is mission critical. 

A client approached Meradia to help it revise outdated (and create new, where applicable) Middle Office workflows covering ten different functional teams. Meradia brought to bear its impressive Middle Office knowledge and expertise, and extensive functional experience to drive a successful knowledge management assignment. By evaluating the company‚Äôs current middle office processes and workflows, Meradia identified opportunities to update current flows and fill gaps where the design of new workflows was warranted.   Read More