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Set up workflow to publish marketing assets
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Set up centralised processes
CLIENT CHALLENGES
- US fixed income asset manager
- Volume: Quarterly portfolio review of decks for 1,100 sub-accounts
- Each report had an average of 40 slides, collated from multiple teams
- Customised templates to accommodate client-specific needs
- Inputs from multiple databases available at different points of time
- Lack of in-house Seismic expertise
OUR APPROACH
- Developer
- Setting up stored procedures on databases
- Data-integrity checks of output from stored procedures
- Automating flat-file generation
- Cyber fusion of flat files from the client environment to Seismic FTP
- Business analyst
- Co-ordinating with stakeholders such as production team, development team and Seismic
- Analysing database tables and stored procedures and existing stored procedures
- Analysing decks to be automated
- Production team
- Responsible for delivery of final decks to sales either through Seismic or manually
- Creating LiveDocs and Lifeforms based on instruction from business analyst
- Providing the business analyst with requirements relating to the decks to be automated
IMPACT DELIVERED
- Set-up - Set up standardised and centralised process
- Automation/processes - Managed-services support leveraging basic automations during completion of this development process
- Educate - Educated teams on Seismic
- Define access - Set out well-defined permissions to define access for each role to control data and marketing assets
- Workflow structure - Put a workflow approval structure in place to publish marketing assets
- Enabling - Enabled control centre to publish data by datatype and report date
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