Creating a System with Insights
Our team of highly analytical, sector agnostic consultants went in to understand ZACD’s business model. Through a series of meetings, focus group discussions as well as data processing, we rebuilt the entire business structure in a virtual simulation.
ZACD’s portfolio covers over 30 properties and the data visualization had to encompass the entire financial structure, past, present and future, in the application. Specific processes such as WorldCheck, notarization, accrediting investors all contributed to the ambiguity and complexity of the project. Our technology consultants processed, analyzed and evaluated all these information to see where technology can be implemented, even without much prior experience in the finance sector.
Armed with a complete understanding of ZACD’s processes, we set out to integrate technology, automating over half of all financial workflows. E-signatures, financial analytics and compliance were all automated under the system architecture designed by our data scientists.
For example, when a disbursement of funds is initiated, the system automatically calculates each investor’s receivables based on their stake and fees payable, which is then sent to the Middle office and Finance Head of Departments for approval. The system prompts the financial teams to prepare all relevant documents, keeping track of the progress through the various stages of approval. Finally, when the disbursement is ready, investors can login to the platform to view all the documents and proof of payments.
Organizations hesistate to adopt technology as there is a large amount of uncertainty involved. We solve that by utilizing a consistent quality development framework, creating weekly demos to ensure the objectives of ZACD’s stakeholders are aligned. We develop high quality, scalable software with continuous user acceptance and usability testing.
Our UI/UX designers have a proven track record in designing, conducting and evaluating structured usability tests. This ensured that INDEX enhanced the productivity of its users. We made fundamental changes to the user workflow through continuous in-depth investigations of how investors, managers and staff used the web application.
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