End-to-End Process Evaluation for Service Provider
BACKGROUND A leading global provider of integrated solutions for institutional asset managers engaged Meradia to document operating procedures. As a service vendor to the industry this firm was asked by existing clients, sales prospects and regulatory bodies to provide comprehensive documentation to substantiate business practices as part of due diligence exercises. Existing documentation was fragmented, incomplete and inconsistent from team to team. Subject matter experts, while adept at daily operational responsibilities, lacked the writing and communication skills necessary for creating effective process flows or clearly communicating the rationale behind tasks. Additionally, technological underpinnings were in flux and new capabilities...
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