How to cleanse a messy data set, captured manually for years in Excel and critical to the ongoing compliance and profitability of the business.
Case Studies
An alternative asset management firm had significant data quality issues relating to the tracking of signed NDAs & restricted entities, holding master data in Excel.
The client, although aware of inefficiencies within their middle office, did not understand the root causes or how they could be improved.
Extracting key data from long, unstructured legal documents has long been left to manual admin effort, or rudimentary extraction tools with cumbersome rulesets and low success rates.
How can a renewable energy asset owner expect to drive operational efficiencies in their assets and maximise value without visibility of how well the assets are managed, clarity of existing risks and a centralised & auditable view of communications with asset managers?
For any wealth manager, deposits from clients must be allocated to their accounts as soon as possible. Any delay or mistakes can result in a poor customer experience and possibly less deposits in the future.
The client provides claims management and administrative solutions servicing clients across a global network of more than 70 countries. The client had decided to deploy Appian globally to act as a centralised case management solution.
The client manages a national portfolio of assets, where they onboard, manage and off board tenants. The end-to-end management of leases is a complex process where the activities of a number of internal and external teams need to be orchestrated.
The client, although aware of inefficiencies within their middle office, did not understand the root causes or how they could be improved.