Process Excellence (PEX) for Investment Management uses a proprietary IBM Process Excellence framework to provide process insights and identify where processes may be falling short to take necessary improvement actions and improve process times. It helps streamline the overall process by identifying bottlenecks, inefficiencies, and non-compliant process deviations. Teams can continuously enhance the process to meet conformance standards, and ultimately fund the right investments in a timely manner.
This is where IBM and Celonis Combine their Strengths:
Reduce Overall Turn Around Time (TAT).
Improve enterprise productivity.
Simplify the investigation process.
Enable informed decision-making for the complaint process.
The Management dashboard uses the Process Excellence framework to provide Efficiency, Compliance, and Customer Experience goals and status in a quick, easy-to-read view. The current values of the KPIs are shown alongside the targeted values - enabling managers to make decisions and look deeper into problem areas to take corrective actions.
The Executive Overview provides a historical view of investments as well as the ability to focus on and track open, ongoing investments. Using the Investment Cockpit, Finance managers can be on alert for investments that might go over budget and make informed decisions based on historical investment data. This helps align investment decisions to organizational goals rather than individual ad-hoc, wishes.
The Trends view shows the progression of KPIs over time and helps to quickly identify performance deviations and cyclicity of KPIs. It can reveal clues where root cause investigation may be needed.
Rework Analysis reveals execution gaps in cases that have gone through rework. By drilling down into the root cause of rework, Managers can understand why these instances happen and make improvements.
The Lead Time Analysis reveals where delays are occurring in the process with a detailed drill down into dimensions such as location, project type, and investment levels. Finance Managers can then identify the root cause for such delays and where the greatest opportunity for improvement exists.
The Benchmark Analysis helps to understand and compare how various teams are performing. This helps to focus improvement actions and apply best practices for a more standardized and compliant process across the organization.
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