Bank, Commercial loan processing division
|To look at them you'd never imagine their
computer systems hailed from the dark ages or - even worse - that
some of the employees processed their paperwork with a typewriter!
But that was the situation when Catwalk came through the door of one
of the largest privately-held banks. Then there was the fact that
data - required for daily, weekly, monthly reports and to process
loans - was scattered in several places. Taking two weeks to close
the month was the rule rather than the exception.
The lack of computer literacy and an inflexible technology platform
added to the chaos. "The bottom line;" notes Angelika
Coghlan, "11 different people, each doing the same thing over
and over again, totally differently."
The team met with everyone
to learn how they operated, auditing how tasks were done and assessing
what tools were needed for each task. From this they were able to:
- Choose a software program
robust enough to do the job with the flexibility to adapt as needs
- Put together a database
to warehouse all of their disparate information;
- Create two universal forms
to meet most users' needs, a year end report form, and a drag-and-drop-report
writer for additional, ad hoc reports;
- Determine all necessary
inputs for government reporting and created a system for storage
in one place;
- Create a user-friendly input
screen from which everyone could update information and generate
- Automate many of the manual
processes into on-line forms;
- Develop an interactive "help"
function so users could get assistance as needed.
|"It's exciting to see the difference
this system has made for this company," Angelika says. "Some
of these functions used to be done manually on a typewriter each time.
Now the routine is automated and everyone has access to the same information,
and change is easily accommodated."
|And then some
|This project shows the importance of
not being tied to any particular software platform. The client needs
were ultimately best served with software Catwalk hadn't used before.
"It was the right solution for the client," Angelika continues.
"That's what we look for. We don't try to take software we're
comfortable with and "back into" the project. The client's
needs always come first."