Reduce time to market for shareholder reports


Business problem  

Shareholder reports and prospectuses were delivered incompliant; CEO wanted to lead industry and deliver them in 35 business days after year-end closing

 

Our Solution

  • Analyzed current processes and determined the critical pain points
  • Developed Standard Language Library
  • Consolidated printers

 

results  

  • Reduced time to delver reports to 35 days
  • Streamlined headcount
  • Adjusted roles and responsibilities
  • Reduced printing costs due to lack of last minute rush charges