Streamlining Financial Operations with a Centralized Portal
We work closely with partners around the world to conceptualize and implement user centric digital platform. Throughout the years, we've been privileged to collaborate with top companies and build life changing products for people around the globe. Explore some of our selected work below to see how we've helped our clients succeed.
the challenge, operational
inefficiency
A financial services provider struggled with an inefficient workflow where new applications required sequential approval from a long chain of managers (POs to RMs) before final sign-off in their core ERP.
Slow Approval Times
The manual hand-off between managers created bottlenecks, significantly delaying the disbursement of loans and the onboarding of new members.
Lack of Visibility
Senior managers had no centralized way to track the status of applications in real-time, making it difficult to identify delays or manage team performance.
Data Inconsistencies
Information was scattered across multiple sources, leading to a high risk of errors and difficulty in making informed decisions.
Ineffective Performance Management
Setting and tracking performance targets for loan disbursement, member acquisition, and savings was a cumbersome, manual process.
the solution, the integrated
admin & approval hub
To address these challenges, we developed a centralized web application for all pre-ERP approval tasks. It provides managers (RM, AM, BM) with a seamless and efficient workflow, integrating directly with the core ERP to ensure all data is synchronized and up-to-date for effective application review.
key features & functionality
The application was built with several powerful features tailored to the client's specific operational needs. There are additional more features*
Unified Dashboard and Task Management
Comprehensive Member 360° View
Streamlined, Multi-Tier Approval Workflow
Buffer & Exception Handling
Target Setting & Performance Monitoring
Robust Reporting & Analytics
Unified Dashboard and Task Management
Upon logging in, Managers can see key metrics at a glance and task list is prioritized so managers know what to do first.
comprehensive Member 360° View
Proposed Application Details
Information on the new loan or savings plan being requested.
Historical Behavior
A clear record of past and active loans, payment history, and savings behavior, allowing for a quick assessment of creditworthiness.
Personal & Financial Data
All necessary KYC (Know Your Customer) information pulled directly from the ERP.
Streamlined, Multi-Tier Approval Workflow
Confirm/Recommend
Advance the application to the next level in the hierarchy.
Send Back
Return the application to a subordinate for clarification or correction, with comments.
Reject
Reject the application with a justification. This creates a clear, digital audit trail for every application, accessible via the integrated comments and activity log.
Buffer & Exception Handling
The application includes dedicated sections for managing "Buffer Member Admissions" and "Buffer Loan Proposals." This allows for the careful review and processing of applications that may fall outside standard parameters before they enter the main approval pipeline.
Target Setting & Performance Monitoring
Use the "Target Set" module to assign quarterly team goals for acquisition, loans, and savings. This shifts performance management from reactive to proactive.
Robust Reporting & Analytics
A powerful reporting module enables managers to generate custom reports based on various filters like region, branch, date range, and report type. These reports can be instantly downloaded in Excel format for further analysis, internal meetings, or strategic planning.
Results & Impact
Increased Efficiency
The pre-approval process was substantially accelerated, drastically cutting down the time required for an application to move through the management chain.
Enhanced Transparency
Senior management gained real-time visibility into the entire application pipeline, allowing them to proactively address bottlenecks.
Improved Decision-Making
With access to comprehensive member histories, managers could make faster and more accurate approval decisions.
Strengthened Accountability
The target-setting and reporting features created a culture of accountability and provided clear metrics for performance evaluation.
Reduced Errors
By centralizing data and digitizing the workflow, the incidence of manual data entry errors was significantly minimized.
The administrative web application successfully replaced a fragmented and inefficient manual system with a streamlined, transparent, and powerful digital solution. By empowering managers with the right information and tools, the portal has become an indispensable asset for the institution, accelerating its core business processes and enabling better service for its members.