GLOBAL BANK
A large, international financial organisation approached Automation Consultants (AC) to seek assistance in digitising an existing internal process. These types of processes often have multiple parties working in countries around the world and require strict documentation, an auditable trail, and approvals from people and committees at various levels.
Their existing process was largely paper based, with various word and excel documents communicated between teams primarily via email. This led to various difficulties with version control and hindered visibility, which in turn reduced the quality of the outputs. In addition, the high level of bureaucracy required to overcome these obstacles resulted in very long timescales and frequently missed deadlines for submissions.
A solution was designed with our customer using Jira and Confluence to unify and consolidate their existing process:
The new process has received very positive initial feedback from the teams using it. Once they overcame the initial hurdles of unfamiliar tooling, they have reported that the system is intuitive and easy to use, and that having a consolidated view of what items are currently in the process and where they are up to is highly beneficial.
The increased visibility of key conversations relating to items currently in the workflow has allowed for a greater quality of discussion and enabled it to move earlier in their typical timescales, reducing later re-work and increasing efficiency.
The inherent auditable trails produced by both Jira and Confluence has helped reduce the bureaucracy associated with the process and eliminated the need for manual version control, allowing team members to spend more time doing their best work, and less worrying about the process.
It has been found that in a number of teams, once they are introduced to the tooling, they begin to use it in other areas of work, with Confluence in particular already being applied in additional exercises to gather and consolidate information from teams around the world.
