Success Story Regulatory Filing: Process Improvement, Project Management, and Training Affec%ng posi%ve change in the Private Capital industry SteelBridge Consul0ng • The filing process for each division was different in calcula%on and submission of responses. • Data were received from mul%ple sources, each with its own transmission method and format. • Calcula%ons in one division were performed in Excel while another division semi-automated • Systems across the company stored data in different formats with minimal consistency in unique iden%fiers. • Turnover in human capital resulted in significant key person dependencies and the need for rapid, real-%me training during the filing process James M. Haluszczak Managing Partner m: +1 302.438.5400 e: jhaluszcza

Join for free to read