About the Client
The Trust is a philanthropic organization within the Muslim community, dedicated to collecting voluntary monetary contributions, to support the community’s religious and social welfare initiatives. These funds are used for various charitable causes, including education, healthcare, and relief efforts.
The engagement pertained specifically to their real estate division, which generates rental income, serving as a financial resource for the trust to fulfill its mission of supporting the community.
Engagement Objectives :
- Efficient and Standard department operations
- Reporting transformation through operational excellence
- Increase the module and website utilization through automations
- Clear roles and responsibilities between the members
- Reduction in manual efforts across the department
Support by PKC
Process Re-engineering
& Standardization
- Diagnosis of current business processes.
- Gap analysis and identification of
inefficiencies in processes. - Crafting solutions to the gaps &
inefficiencies identified. - Stakeholder discussions to resolve
process level constraints, build
collaborative solutions & align on
finalized new process systems. - Developed process maps, roles&
responsibility statements and
designed policies.
ERP Designing and
Suggestions
- Assessment of the current software used in the department.
- Assessment of the feasibility of customizations in the software.
- Preparation of Functional Requirement Document that facilitates automation and reduces manual interventions.
- Discussions with stakeholders to promote methods of ERP utilization and increase ERP utilization of existing modules in the software.
Change Management
& Adoption
- Assessing the tasks in the department based on the process flows and quantum of work.
- Suggested Organization Structure that best suit the department needs.
- Developed Roles and Responsibilities for all the positions in the department.
- Laid down guideline document along with tasks to be done on regular
intervals to facilitate setting up of Research and Development department.
Results
- 95% of the department wide processes are standardized through Standard Operating Procedures document
- Automation suggestion to reduce TAT of invoicing from 2 days to 1 hour
- Improving the module utilization
- Increase in the property base and better visibility over the ROI of the properties
- Process embedded documentation procedures resulting in continuous documentation of key documents
- Reduction in chances of Cost and Revenue leakages
- Internal controls throughout the business processes
- Increase in the useful time of the properties which results in increased ROI