Global Banking and Financial Services Organization

A large, global financial services company needed to understand its operations and get a comprehensive view of how it delivers a wide range of products and services to different client bases worldwide. Analysis and insight proved difficult without the ability to see processes and understand how they vary over time and across geographies.

The organization implemented erwin® Evolve by Quest® to document the services it provides to clients, the capabilities that support a particular service, and the processes that deliver the capabilities. In conjunction with this documentation, the company also undertook extensive education and internal alignment to ensure greater efficiency and collaboration around processes.