Case Studies
Process Improvement and Automation Support the Mission at Trez Capital 🚀
Summary
As a leading North American real estate lending firm, investment management, loan accounting, and loan disbursements are at the core of Trez Capital’s operations. The firm distributes capital based on very specific criteria. But with over 300 investments in one quarter alone, they process numerous payment requests and deal with documents in varied data formats.
Trez was relying on manual processes and email for document handling of mission critical workflow which offered an opportunity to enhance security and reduce disbursement cycle times, thereby improving efficiency and customer satisfaction.
Challenge
Solution
Impact
Our Vision for Streamlined Payment Processes
Working with Trez team members, we developed a vision for the future of payment disbursement for real estate investment firms. We are focused on solutions that prioritize user-friendliness, easy customization and configuration, automated workflows, and seamless collaboration with external parties.
Blanc Labs delivered a quality solution in a short period of time. They worked closely with our team and were able to adapt to our changing timelines. They have been very supportive in the post-deployment process too. I wouldn’t hesitate to recommend Blanc Labs.
Redesigning the Payments Approval Process
The solution involved a comprehensive redesign of the approval process, starting with interviews with senior stakeholders to understand their views on the current process and its operational impact. We then created various payment scenarios, considering factors like amount, bank, and wire templates, to assess the effectiveness of multilevel approvals.
Aligning with Trez’s Enterprise Technology Strategy and Solution Approach
As a leading Microsoft partner to Financial Services firms, Blanc Labs used cutting-edge enterprise tools such as Power Automate, Power Apps and Power BI to deliver streamlined business processes, enhance workflow efficiency, and reduce manual interventions in the new loan payments solution for Trez.
The Trez Capital Payments solution utilizes Microsoft Power Apps and Power Automate to create a centralized platform that simplifies the management of payment requests, approvals, and communication. Microsoft Power Apps enables rapid application development through a low-code/no-code environment, focusing on functionalities like loan information management, and request and approval workflows.
Microsoft Power Apps provides a rapid low-code/no-code solution for application development, encompassing key functionalities such as loan information management, request and approval creation, and settings configuration.
High Level Payments Solution Architecture
Adopting a Data Driven Approach to Continuous Improvement
For enhanced performance management, we’ve implemented a robust dashboard using Microsoft PowerBI, empowering Trez Capital with comprehensive insights into their processes and performance
The dashboard showcases a range of Key Performance Indicators (KPIs) derived from activity data within the tool. These include generic transactional metrics such as the number of requests processed per day and the total amount of payments processed per day. In addition to these, the dashboard provides process quality KPIs like the cycle time for processing payments and the percentage of payments circled back to initiators.
Process Improvement and Automation Support with Blanc Labs
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Process Improvement and Automation Support the Mission at Trez Capital 🚀
Trez distributes capital based on very specific criteria. But with over 300 investments in their portfolio, they process numerous payment requests and deal with documents in varied data formats. They saw an opportunity to enhance efficiency, improve task management, and better utilize data insights for strategic decision-making.
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Banking and financial services are changing fast. Moving from old, paper methods to new, digital ones is key to staying in business. It’s important to think about how business process improvement (BPI) can help.
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What is the role of a Business Process Improvement Specialist?Â
A business process improvement specialist identifies bottlenecks and inefficiencies in your workflows, allowing you to focus efforts on automating the right processes.
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