Operational Excellence Consultant Drives Transformational Process Improvements for Global Investment Management Firm
A Fortune 500 financial firm sought to drive significant process improvements across its organization. The client engaged Alderson Loop to provide a Senior Project Manager (Global Operations Excellence consultant) to lead large-scale change efforts using Lean and Six Sigma methodologies.
Challenges/Needs:
The client needed to optimize operational processes to enhance efficiency and overall performance. They required expertise in Lean and Six Sigma to lead transformative change across various departments.
Solution:
Alderson Loop provided a Senior Project Manager with deep expertise in Lean and Six Sigma methodologies to analyze, design, and implement process improvements.
Results/Benefits:
Over three years, the Alderson Loop consultant delivered significant improvements across several key initiatives:
Multi-Asset Investment Program: The consultant led a two-year project to enhance systems for investment professionals, reducing manual work and improving automation in investment booking, reporting, and analytics. This streamlined operational processes and increased efficiency in multi-asset investment management.
ESG Marketing Central Initiatives: The consultant supported discovery efforts to assess and improve how the client communicates its ESG initiatives, providing insights to better align ESG messaging with business goals.
Client Journey Projects: Focusing on client onboarding, the consultant analyzed and improved sales and operations processes to reduce friction, enhance client satisfaction, and ensure proper resource allocation.
Docusign Project: The consultant optimized the legal document signing process to provide a more seamless and efficient client experience.
These initiatives resulted in improved operational efficiency, enhanced client experience, and a stronger strategic position for the client.