Engagement Process

  1. Modeling : In this stage of the process, workflow and information management is clearly defined and a process map is created. This effort is focused on documenting the process so that all who play a role in the life of the process (people and technologies) will have a clearer designation and understanding of the rules, responsibilities and purpose of the process once it is developed. The modeling effort of the methodology is where we also apply our operational and technical expertise to redesign the work effort and develop the first pass at a new process.

  2. Automation : This is the stage where the processes are automated so they can be executed electronically instead of relying on paper or manual effort. This will be a bulk of the work as it will require us to translate our industry and operational knowledge to an automation tool to achieve breakthrough financial improvements. We will also need to develop an understanding of how we want and need to interface to existing systems within the organization.

  3. Management : This is where the newly designed and automated processes are deployed and staff can begin working in the new environment. This stage also involves process managers (Crito and the client) who monitor the process outputs in order to understand unanticipated exceptions. This will also include the performance monitoring piece of the processes by all levels of managemen t through the use of Corda dashboards and SQL Server reports.

  4. Optimization : For optimization, the process owners (client) and advisors (Crito) use the outcomes measurements, metric review and exception reporting to understand operational bottlenecks, local optimization outcomes and poor system throughput areas to change the process in order to maximize efficiency, effectiveness and improve financial performance.


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