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Business Process Transformation Case Studies

This repository showcases some of successful client engagements in process reengineering, automation, and workforce optimization. It also highlights the expertise and commitment to delivering transformative results for the banking and financial services sector.

Transforming Operations: Strategic Overhaul for an Australian Digital Bank uncovering 360+ transformation opportunities, unlocking AUD 35 million in potential savings

The bank's objective was to Streamline operations, Reduce costs, Enhance overall performance, and Improve customer satisfaction
Ogemen Solutions, Outsourcing Strategy, Vendor Selection, Outsourcing, Vendor Management, Outsourcing Consulting, Process Identification, Process Automation, AI Strategy, Automation Strategy, Robotics Process Automation, RPA, Robotics, Workflow Optimization, Change Management, Training, Communication, Change Assessment, Change Communication, Embedding Change, Change Management Model, Stakeholder Communication, Feedback, Process Reengineering and Optimization, Process Transformation, Process Re-engineering, Process Optimization, Lean Six Sigma, Value Stream Mapping, continuous improvement, process improvement, operations excellence

A 4-week Discovery Workshop followed by 12-week Due Diligence exercise during which 286 processes were analyzed, complete process inventory was created, detailed Current State was documented, and over 350 transformation opportunities were identified. 

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Our engagement with the Australian digital bank yielded significant insights and actionable recommendations:

  1. Potential for a 28% reduction in effort across analyzed processes.

  2. Potential savings of over AUD 35 million over a five-year period based on Identified opportunities

  3. Comprehensive Strategic Roadmap delivered with a clear, phased approach to transformation, categorizing initiatives into quick hits, mid-term, and long-term projects.

  4. Detailed Business Cases and Target Operating Models to equip the bank's leadership with information for informed decision-making.​

This transformation promises not only to reduce costs but also to enhance the bank's competitive position in the digital banking landscape, ensuring it can meet and exceed customer expectations in an increasingly digital world.
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Streamlining Mortgage Origination: Transforming Turnaround Time for a US Regional Bank

The bank needed to streamline operations, reduce processing time, and enhance overall efficiency to remain competitive.
Ogemen Solutions, Outsourcing Strategy, Vendor Selection, Outsourcing, Vendor Management, Outsourcing Consulting, Process Identification, Process Automation, AI Strategy, Automation Strategy, Robotics Process Automation, RPA, Robotics, Workflow Optimization, Change Management, Training, Communication, Change Assessment, Change Communication, Embedding Change, Change Management Model, Stakeholder Communication, Feedback, Process Reengineering and Optimization, Process Transformation, Process Re-engineering, Process Optimization, Lean Six Sigma, Value Stream Mapping, continuous improvement, process improvement, operations excellence

A 4-week Due Diligence exercise leveraging Lean methodologies and value stream mapping during which complete process inventory was created, detailed Current State was documented, Process Maturity was assessed, comprehensive analysis were done, Target Operating Model and implementation Roadmap designed. 

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Our engagement with the client yielded significant insights and actionable recommendations:

  1. Reduced Turnaround Time from over 50 days to under 30 days.

  2. Enhanced Approval to Funding ratio, leading to increased revenue.

  3. Standardized Processes to ensure consistent processing across teams with standardized processes and clearly defined SLAs.

  4. Enhanced Customer Experience with reduced touchpoints, improving customer satisfaction.

  5. Better Management Oversight

These outcomes positioned the bank more competitively in the mortgage market, enabling faster service and improved customer experience.
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Centralizing Operations: Reducing Turnaround Time by 40% for a Mortgage Lender in US

The lender needed to streamline and optimize operations to ensure consistent and efficient processing.
Ogemen Solutions, Outsourcing Strategy, Vendor Selection, Outsourcing, Vendor Management, Outsourcing Consulting, Process Identification, Process Automation, AI Strategy, Automation Strategy, Robotics Process Automation, RPA, Robotics, Workflow Optimization, Change Management, Training, Communication, Change Assessment, Change Communication, Embedding Change, Change Management Model, Stakeholder Communication, Feedback, Process Reengineering and Optimization, Process Transformation, Process Re-engineering, Process Optimization, Lean Six Sigma, Value Stream Mapping, continuous improvement, process improvement, operations excellence

A 6-week Due Diligence exercise leveraging Lean methodologies and value stream mapping during which complete process inventory was created, detailed Current State was documented, Process Maturity was assessed, comprehensive analysis were done, Target Operating Model and implementation Roadmap designed. 

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Our engagement with the client yielded significant insights and actionable recommendations:

  1. Reduced Handoffs from 24 to 16 between functions.

  2. Improved Turnaround Time by 40% from 56 days to 34 days.

  3. Standardized processes ensured consistent and efficient operations.

  4. Streamlined operations enhanced Efficiency, reduced delays and improved overall processing speed.

These improvements positioned the lender to deliver more consistent and efficient services, enhancing customer satisfaction and operational performance.
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Automating Back-Office Processes: Achieving Efficiency of over 75% and Cost Savings of over USD 3 million for a Regional Bank in US

The bank sought to automate these manual processes to achieve FTE savings, fast-track SLAs, and improve customer experience.
Ogemen Solutions, Outsourcing Strategy, Vendor Selection, Outsourcing, Vendor Management, Outsourcing Consulting, Process Identification, Process Automation, AI Strategy, Automation Strategy, Robotics Process Automation, RPA, Robotics, Workflow Optimization, Change Management, Training, Communication, Change Assessment, Change Communication, Embedding Change, Change Management Model, Stakeholder Communication, Feedback, Process Reengineering and Optimization, Process Transformation, Process Re-engineering, Process Optimization, Lean Six Sigma, Value Stream Mapping, continuous improvement, process improvement, operations excellence

A 6-week Due Diligence exercise to address the bank's challenges and recommend the right automation strategy.  In the process, we validated the processes in scope, Provided detailed insights into various automation solutions, Detailed analysis report of various automation solutions with a recommendation based on feasibility, Target Operating Model and implementation Roadmap designed. 

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Our engagement with the client yielded significant insights and actionable recommendations:

  1. A reduced Processing Time to the tune of around 75%.

  2. Improved response time to customer requests and optimized resource utilization.

  3. Significant cost savings of over USD 3 million

These improvements streamlined the bank's back-office operations, enhanced customer experience, and positioned the bank for greater efficiency and competitiveness.
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From Manual to Automated: Enhancing Efficiency and Reducing Costs for a London-Based Global Bank

The bank required a comprehensive review and automation of its processes to streamline operations and reduce costs.
Ogemen Solutions, Outsourcing Strategy, Vendor Selection, Outsourcing, Vendor Management, Outsourcing Consulting, Process Identification, Process Automation, AI Strategy, Automation Strategy, Robotics Process Automation, RPA, Robotics, Workflow Optimization, Change Management, Training, Communication, Change Assessment, Change Communication, Embedding Change, Change Management Model, Stakeholder Communication, Feedback, Process Reengineering and Optimization, Process Transformation, Process Re-engineering, Process Optimization, Lean Six Sigma, Value Stream Mapping, continuous improvement, process improvement, operations excellence

A 12-week Due Diligence exercise to address the bank's challenges and and design a scalable future state model.  In the process, we validated the processes in scope, Documented Current State of all processes, Detailed analysis report of various automation solutions with a recommendation based on feasibility, developed a scalable Target Operating Model and implementation Roadmap. 

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Our engagement with the client yielded significant insights and actionable recommendations:

  1. Improved Customer Experience with enhanced service delivery and customer satisfaction.

  2. A robust Risk and Governance Control by reducing risk related to fraudulent activities

  3. Unlocked hidden savings of over USD 10 million.

These improvements streamlined the bank's back-office operations, enhanced customer experience, and positioned the bank for greater efficiency .
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Transforming Customer Service Operations: A Global Bank's Journey to Remote Efficiency and Cost Reduction

The bank needed to optimize and standardize their processes to make them ready for remote operations and achieve significant cost savings.
Global business connection concept_edite

A comprehensive 12-week due diligence exercise leveraging CRISP process maturity framework, lean methodology, and value stream mapping to address the bank's requirements. We created a Process Inventory of every process, documented the Current State of each process, assessed the Process Maturity to identify optimization opportunities and determine remote readiness, developed a Target State Design with blended operating model with execution roadmap. We assessed 400+ processes, created 160 ‘To-Be’ process maps, and 226 SIPOCs.

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Our Solution led to significant improvements in the bank's operations and cost savings of over USD 30 million along with the following outcomes.

  • Over 250 processes outsourced using a blended model of in-house, nearshore, and offshore operations.

  • Streamlined operations enhancing Efficiency and increasing scalability

  • Established Structured SLAs and KPIs to ensure processing within promised timelines

These improvements enabled the bank to streamline their operations, reduce costs, and enhance their ability to perform processes remotely, positioning them for greater efficiency and competitiveness.
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