One map of how your organization works. Every product measures against it.
We are building in this order, starting with consumer lending. Each product sits on the one before it: you cannot measure a process nobody has mapped, and you cannot align departments that cannot see each other's steps.
Process mapping
A baseline map of each department and loan channel, adjusted to how you really work in a short session with the people who do it. Every step gets a role, a system, a handoff and a goal time. Steps with no system record get a simple form. Building now.
Performance
Each step's actual time, from your systems' timestamps, against the goal your leaders set. The few causes behind most of the delay, and an overnight report with recommendations, in plain language. Next.
Alignment
Most department goals are written as if each department hit them alone. We help you write shared goals and show each team its stake in the others' results, so lending, marketing and the branches plan together.
Strategy
Planning tools for your asset and liability decisions, built from your own customer base, your segments and your local economy. Forecasts are a guide; your committee makes every decision.
Smaller tools that grow from the map.
A simulator to try first
Choose a scenario (a strong or weak economy, high or low rates, more or fewer applications), use sample data or your own, and see the dashboard it produces before any project starts.
Continuous improvement, made practical
A shared place for teams to name a process problem, work it through together, measure the fix, and keep it fixed, in plain language.
Overlapping tools
Where two systems do the same job, and where cutting one would lower operating cost without slowing a single step.
Comparison that helps
Once enough organizations are mapped, compare your process with others whose process is almost the same as yours, and see what they do differently. Not a ranking.
Skills for each process
Which skills and training each process needs to run well, tied to the process, never to a person.
Ask your own process
Ask questions about your reports and your procedures in plain language, answered from your own maps, timestamps and documents.