Process mapping & standardization for an investment firm
- Location
- British Columbia, Canada
- Year
- 2023
- Engagement
- Profitability Improvement: Management Practices
Real estate investment management firm with a team of 9 long-standing individuals and minimal documentation. Key team member health issues demonstrated need for documentation and continuity. Required procedures to be assessed, standardized, and documented through external support.
Our team collected all existing documentation, templates, informal instructions, and industry guidelines. We documented step-by-step instructions for 35+ procedures, as well as process flow diagrams and instructional videos. We validated with client Subject Matter Experts for accuracy.
Measurable impact
35+
Client had a comprehensive library of procedural instructions to use for onboarding and as reference
Financial Services
Case snapshot
All procedures were industry-compliant while maximizing efficiency of labour
Financial Services
Case snapshot
Successful project resulted in additional work to improve strategic positioning during housing downturn of 2023/2024
Financial Services