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ProcessUnity Introduces SDRM Service Delivery Risk Management Suite

June 2013 by Marc Jacob

ProcessUnity, a privately-held risk management software company, announced its new Service Delivery Risk Management (SDRM) suite. The software suite provides the visibility and insight needed to streamline and control service offerings, enabling operational cost savings and differentiated service delivery for financial services firms dealing with increasingly complex product offerings, highly variable client service delivery models, and escalating operational costs in an extremely competitive market.

ProcessUnity’s Service Delivery Risk Management suite helps firms control their service offerings by tracking both standard and non-standard services used by each client, and ensuring that new non-standard services are deployed and utilized effectively across the delivery lifecycle. SDRM offers increased visibility and control with:

· Centralized client and product definitions for managing and measuring service delivery cost and revenue drivers for effectiveness;

· Definitive catalogs based on what is offered and configurable service variations reflecting how a service is delivered, each with unique risk ratings and related metrics and indicators;

· Client sales/implementation/service inventory management with optional and configurable workflow and approval processing, and a robust version control framework;

· A visual dashboard to easily identify service offer gaps, evaluate non-standard service offerings, and track client adoption trends at summary and detailed levels;

· Comprehensive reporting that aggregates external market trends (demand, pricing, client satisfaction, etc.) and operational impact metrics (risk, cost, complexity, etc.) and ranks the results to identify improvement opportunities.

SDRM maximizes productivity and improves efficiency across critical job functions that rely on accurate service information, including product/service management, marketing and communications, new client acquisition, client onboarding and plan implementation, and client service and relationship management. SDRM delivers continuous innovation, focusing on three key areas, with recently enhanced features designed to address each: job productivity (including online help, administration, standard terminology and job specific templates, integration framework), insight and analytics (pre/post report filters, detailed data drill-down), and collaboration and control (featuring custom notifications, work items/notices, and more).

As a result, SDRM provides unparalleled value within financial services organizations of all sizes, including visibility of cost and revenue drivers, alignment of investment and market adoption, and client usage insights for heads of product/market teams; profitability and customer satisfaction metrics and enabling clarity across the entire delivery team for the head of the retirement/benefits business; as well as cost reduction, customer satisfaction, exception management and governance benefits for the head of client services.


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