Business process and workflow analysis

Peridrome's proprietary methodology for business process analysis helps firms quickly document current state workflows, and identify opportunities to streamline and increase efficiency.

We analyze the lifecycle of the fulfillment of an account-specific request, whether initiated by the client, the advisor or the operations unit. Our approach enables firms to quickly identify hand-offs that are not clear, work that is being repeated unintentionally and missing quality control steps.

Top-level rules that define basic process flows are augmented by specific rules that focus on variations in request types, distribution relationships and investment disciplines. Criteria are defined at each step. Operational procedures become exception-driven, making them easier to maintain as your business grows, since only affected steps need to be engineered, not entire processes.

Our experience in portfolio accounting and trading for managed accounts, as well as our background in technology infrastructure and business continuity, make Peridrome an ideal partner to help you evaluate outsourcing options and supplier proposals.

• For more information about Peridrome's management consulting services, please contact us.