Sensitivity : Internal & Restricted 

 Challenge & Selection : Visualization 

 I Manage a large Transformation Program with one of the Investment firms with the mandate to drive   efficiencies using new age digital levers Like Automaton , Process Excellence , Analytics and Machine   Learning , we adopt the method of Eliminate , optimize and Automate which means before we onboard   our journey with Transformation we assess the process understand the current challenges , limitations   and then design the future state and post which we work with development team for Implementing it . 

 We encountered a series of challenges during our transformation journey mainly related to People ,   Process and Technology and I want to share one such specific challenge with regards to business process   and How we used Visualization to streamline the process which will enable us to drive better business   outcomes 

 The Process that we were responsible for had many Manual steps , fragmented and were not   standardized and because of which team on the ground were working at 120 % of their capacity , resulted   in many errors and thereby Impacting the P & L and also firm ’s reputation . 

 During our assessments we had interviewed and shadow mapped with the operations team and   assessed their current way of working , one thing came out very evidently that they do not have a front   to back view of their processes and they rely heavily on their SOP ’s which was mostly text with no visual   representation of the flow hence we picked up Visualization as a tool to implement and visually   represent the process and find out bottlenecks , delays , and reasons for errors . 

 AS - IS : Team of 4 were processing ~ 2000 transactions per day and with Average of 20 errors per day and   with low morale in the team 

 Application & Insight : 

 Now that we had the insights from what - is phase we wanted to plot the process steps to visually   represent the process flow , Workshop was conducted with Subject Matter Experts , process owners and   team responsible for managing the transactions , we provided them a template to Capture some basic   details of the process and then started mapping the process steps from start to end and this continued   until we captured all the activities that were in Scope . Along with Process excellence team , we have   created a front to back visual process flow which represents how the current flow of data / work is   handled . 

 We were surprised to see the output and flow of work because some of the steps were not logically   connected and similar set of activities were carried on by multiple people which can be clubbed   together , now it was time for design workshop with the similar set of people but this time we had an   advantage of visual representation of the processes . We had a series of brainstorming sessions to   redesign the process to run it in the most efficient way with less number of handovers , less waiting time   and better output with increased processing time . 

 Instead of just explaining the TO - BE state /Future State we have visually represented the process flow   and also highlighting them the areas of improvement , bottlenecks , and scope for efficiency . While there   was a bit of resistance initially to adapt to this new design but they were confident later when best   practices were shared from other departments and benefits that they are reaping with new redesign   process . 

 Sensitivity : Internal & Restricted 

 It took us four weeks to implement this solution completely and results were startling and there was a   renewed energy and positivity in the team as there were fewer errors and team was processing more   transactions with fewer backlogs . 

 Post Implementation : Team of 4 were processing ~ 3000 transactions per day and with Average of 5   errors per day and zero backlogs and 100 % boosted the morale of the team 

 Approach : 

 We had a lot of learnings redesigning the above - mentioned processes and we realized it is not one tool   in isolation should be used to drive better benefits rather two more tools can be used in tandems like   visualization and storytelling so when we went on with another processing we explained them about our   Journey with this team , benefits along with visualization and with greater participation . 

 We have Standardized this approach and taken with the larger organization where ever we had   challenges regarding capacity management , Manual errors , process backlogs and bottlenecks which   resulted with over client and employee satisfaction 


EMAIL: 
ID_NUM: 
NAME_STUDENT: 
PHONE_NUM: 
STREET_ADDRESS: 
URL_PERSONAL: 
USERNAME: 

### Task: You are a PII (Personal Identity Information) Detection. Given a essays written by students, you have to identify ONLY the following:
NAME_STUDENT - The full or partial name of a student that is not necessarily the author of the essay. This excludes instructors, authors, and other person names.
EMAIL - A student’s email address.
USERNAME - A student's username on any platform.
ID_NUM - A number or sequence of characters that could be used to identify a student, such as a student ID or a social security number.
PHONE_NUM - A phone number associated with a student.
URL_PERSONAL - A URL that might be used to identify a student.
STREET_ADDRESS - A full or partial street address that is associated with the student, such as their home address.
### Input: Sensitivity : Internal & Restricted 

 Challenge & Selection : Visualization 

 I Manage a large Transformation Program with one of the Investment firms with the mandate to drive   efficiencies using new age digital levers Like Automaton , Process Excellence , Analytics and Machine   Learning , we adopt the method of Eliminate , optimize and Automate which means before we onboard   our journey with Transformation we assess the process understand the current challenges , limitations   and then design the future state and post which we work with development team for Implementing it . 

 We encountered a series of challenges during our transformation journey mainly related to People ,   Process and Technology and I want to share one such specific challenge with regards to business process   and How we used Visualization to streamline the process which will enable us to drive better business   outcomes 

 The Process that we were responsible for had many Manual steps , fragmented and were not   standardized and because of which team on the ground were working at 120 % of their capacity , resulted   in many errors and thereby Impacting the P & L and also firm ’s reputation . 

 During our assessments we had interviewed and shadow mapped with the operations team and   assessed their current way of working , one thing came out very evidently that they do not have a front   to back view of their processes and they rely heavily on their SOP ’s which was mostly text with no visual   representation of the flow hence we picked up Visualization as a tool to implement and visually   represent the process and find out bottlenecks , delays , and reasons for errors . 

 AS - IS : Team of 4 were processing ~ 2000 transactions per day and with Average of 20 errors per day and   with low morale in the team 

 Application & Insight : 

 Now that we had the insights from what - is phase we wanted to plot the process steps to visually   represent the process flow , Workshop was conducted with Subject Matter Experts , process owners and   team responsible for managing the transactions , we provided them a template to Capture some basic   details of the process and then started mapping the process steps from start to end and this continued   until we captured all the activities that were in Scope . Along with Process excellence team , we have   created a front to back visual process flow which represents how the current flow of data / work is   handled . 

 We were surprised to see the output and flow of work because some of the steps were not logically   connected and similar set of activities were carried on by multiple people which can be clubbed   together , now it was time for design workshop with the similar set of people but this time we had an   advantage of visual representation of the processes . We had a series of brainstorming sessions to   redesign the process to run it in the most efficient way with less number of handovers , less waiting time   and better output with increased processing time . 

 Instead of just explaining the TO - BE state /Future State we have visually represented the process flow   and also highlighting them the areas of improvement , bottlenecks , and scope for efficiency . While there   was a bit of resistance initially to adapt to this new design but they were confident later when best   practices were shared from other departments and benefits that they are reaping with new redesign   process . 

 Sensitivity : Internal & Restricted 

 It took us four weeks to implement this solution completely and results were startling and there was a   renewed energy and positivity in the team as there were fewer errors and team was processing more   transactions with fewer backlogs . 

 Post Implementation : Team of 4 were processing ~ 3000 transactions per day and with Average of 5   errors per day and zero backlogs and 100 % boosted the morale of the team 

 Approach : 

 We had a lot of learnings redesigning the above - mentioned processes and we realized it is not one tool   in isolation should be used to drive better benefits rather two more tools can be used in tandems like   visualization and storytelling so when we went on with another processing we explained them about our   Journey with this team , benefits along with visualization and with greater participation . 

 We have Standardized this approach and taken with the larger organization where ever we had   challenges regarding capacity management , Manual errors , process backlogs and bottlenecks which   resulted with over client and employee satisfaction
### Output: 