Business Situation
- An American stock exchange was seeking a service to enhance its investor relations (IR) platform to assist clients in creating Excel models, profiles, and itineraries using the add-in tools.
- The exchange wanted a significant reduction in the turnaround time (TAT) and sought a flexible team to meet the various needs of the IR platform users.
SGA Approach
- Gathered Information: Identified all tasks involved in the IR platform and understood the specific requirements of analysts. Collected data on issuer roadshows, events, contacts, and investor ownership content.
- Generated Possible Solutions: Developed a flexible engagement model and resource allocation strategies. Implemented a task management system capable of adapting to changing priorities.
- Evaluation and Implementation: Compared different engagement models and assessed resource allocation strategies. Evaluated task management systems for adaptability and user-friendliness.
- Established a flexible engagement model with clear roles and allocated resources based on expertise, guided by decision intelligence insights.
- Integrated a task management system that tracks progress and adapts to priorities.
Key Takeaways
- Enhanced Efficiency and Productivity: Manual labor hours decreased by 40%, corresponding to a 25% increase in overall productivity. Improved workflow management and optimized conversion reduced the turnaround time.
- Innovation and Insight: Implementing 4 advanced automation tools helped generate 15 monthly insightful reports.
- Effective Collaboration: Continuous follow-ups with managers ensured a 95% task review rate with an average team alignment score of 4.5 out of 5.
- Providing domain expertise enhanced investor relations workflows.
