Case Study

Collaborating with the client’s Lean Center of Excellence (LCOE), a new middle office operating model was designed and implemented

Collaborating with the client’s Lean Center of Excellence (LCOE), a new middle office operating model was designed and implemented

OPERATIONS EXCELLENCE CAPITAL MARKETS CASE STUDY © 2015 West Monroe Partners | westmonroepartners.com | 800.828.6708 AN UNCOMMON BLEND Given its scale, the client needed to address several issues impacting productivity and client experience, including: ? ? Current workflow routes like-items to separate queues managed by separate teams even though they share common tasks with similar skill requirements ? ? Too much routing between queues

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