Category: Excellence in Customer Management

Pershing LLC, a BNY Mellon company, USA, nominated by Pershing LLC, a BNY Mellon company, USA

Situation
  • Implement a centralized process to provide full transparency, accountability and insight into new client conversions.
  • Store all related documents, comments and project information in one place for up to five years.
Implementation & Innovation
  • Developed solution in-house, as 20,000 hours were spent by a 43-member team over a two-and-a-half year period.
  • Replaced a previous paper-based system with an automated process to access and update 1,100 steps related to 500 tasks for each client conversion.
Benefits
  • Enhanced project oversight and communication.
  • Simplified project updates and administration.
  • Saved time and resources on project planning.
  • Improved quality by using standard checklists.
  • Sped up access to information and documentation.
Technology
  • Front-end solution was implemented based on .Net 2.0, a Windows platform.
  • Back-end system was based on Oracle.