Current state mapping
Short, structured sessions with the people who do the work, captured as clear swimlane maps with time, cost, hand-offs and controls on every step.
Process intelligence with PinpointProof
See the target state before you fund it.
We map how work really runs, activity by activity and cost by cost, then show exactly where simplification and automation will pay back. Sponsors see the target state before they commit, and every gain is evidenced.
DaysTo map a process end to end with the people who run it.
CostedEvery activity carries time, cost and risk, so savings are evidenced.
LiveMaps stay current in PinpointProof rather than dying in a slide deck.
Where we help
Typically, firms call us when…
If one of these sounds familiar, a short conversation is usually the quickest way forward.
- Sponsors agree change is needed, yet struggle to picture the target state well enough to fund it.
- Work passes through too many hands, checks are duplicated and nobody owns the whole flow.
- A cost-out target has been set, but the evidence for where savings sit is thin.
- Process documentation exists, but it was written once and no longer matches reality.
Ways to work with us
Engagements sized to the decision in front of you.
Automation and AI opportunity scoring
Each step scored for automation and AI potential, with the effort, risk and payback set out so the business can choose with confidence.
Target operating model
A designed future state covering process, people, technology, controls and governance, with a phased route from today to there.
Cost-out and simplification
Remove duplicated checks, rework and hand-offs nobody needs, consolidate shared functions and keep a record of every gain that auditors can rely on.
How it works
Map. Cost. Design. Evidence.
Map
Capture how the work really runs today, with the people who run it.
Cost
Attach time, cost and risk to every activity, so the baseline is agreed.
Design
Show the target state and the automation, AI and simplification that gets you there.
Evidence
Track the gains against the baseline in an evidenced record that lasts.
What you get
Clear outputs you can act on.
Every engagement ends with something your board, your team and your auditors can use.
- Current state process maps with controls
- Activity costing and baseline
- Automation and AI opportunity scores
- Target state and operating model design
- Phased implementation roadmap
- Living maps in PinpointProof
Proven track record
Related work.
Anonymised examples. Client names are shared with permission on request.
International bank, derivatives
Mapping a global derivatives business to its target state
Ran a global process review across interest rate, credit, equity, commodity and FX derivatives, mapping sales, trading, risk, pricing, trade management and operations flows and the application architecture behind them. Identified straight-through processing and control weaknesses, then ran an RFI, RFP and vendor proof of concept across four financial centres with more than 70 subject matter experts, and presented the target operating model, investment case and roadmap to the COO.
Global bank, compliance MI
From reactive requests to a prioritised demand function
Designed and implemented an agile demand management function for anti-financial crime and compliance management information, moving the unit from reactive to proactive through a VMOST-based operating model and prioritised intake.
Professional services, business psychology
An AI-enabled client lifecycle platform
Designed and built a platform that runs the whole client lifecycle, from first enquiry through proposal, statement of work and delivery to invoice and payment, with accounting sync and a planned retirement of the legacy system.
Questions
Good to know.
What is PinpointProof?
PinpointProof is our process intelligence platform. It turns workshop output into living process maps with costing and opportunity scoring, so the target state is visible, shareable and kept up to date after the project ends.
How much of our team's time does mapping take?
Usually a few short sessions per process with the people closest to the work. We do the preparation and write-up, so the time asked of your team stays small.
Do we have to buy software?
No. We can deliver the maps and business case as a consulting engagement. Many clients choose to keep the maps live in PinpointProof afterwards, but that is your call.
Related services
Often combined with.
Let's make it happen.
Bring one process, one AI idea or one regulatory deadline. In 30 minutes we will show you where the first gain is and how we would prove it.
Book a conversation