What we do

Automation Services

We build automation inside your environment—using the tools your bank already relies on. Our team is highly experienced in platforms like jhaEnterprise Workflow (EWF) and ProcessMaker/Decisions, but we adapt to your ecosystem to deliver practical, scalable solutions.

Basic Package

100 Annual Hours Includes:

Process Consulting
Automation Development

Standard Package

150 Annual Hours Includes:

Process Consulting
Automation Design
Dedicated On-Site Work Week
Discount for Additional Hours

Premium Package

250 Annual Hours Includes:

Process Consulting
Automation Design
Dedicated On-Site Work Week
Discount for Additional Hours
Discount on Unlocked Toolkit (EWF Customers Only)

Unlocked Toolkit

The Unlocked Toolkit makes it easy to document, understand, and improve your workflows—without the usual friction. Designed for both technical and non-technical teams, it removes the complexity of working with EWF by giving you a structured, intuitive way to research, map, and optimize processes.

Features

Analysis

Flowchart

Features

1/5

Banking Operations & Technology

We provide hands-on leadership and execution for critical banking initiatives—especially where operations, technology, and vendors intersect. From complex conversions and multi-team projects to process improvement and stabilization, we step in and own the work, not just advise on it.

Critical Project Leadership and Execution

Specialized leadership for complex, multivendor, multi-team initiatives

End-to-end project leadership
Coordination across core providers, fintech partners and internal operations
Identification of required work (WBS creation)
Tracking and managing backlogs, reporting issues, and driving resolution
Stabilization support after go-live
Recovery of troubled or stalled projects

Product and Application Conversions

Hands on leadership and execution for critical banking system changes

Core system conversions
Branch account opening platform changes
Digital account opening implementations
Digital banking platform upgrades
Data migration (deposits, loans, historical data)
Post conversion stabilization and issue remediation
Vendor coordination, mapping, and test plan creation

Process Improvement and Operational Optimization

Practical, execution focused process improvement - not theoretical consulting

Documentation of current processes
Identification of workflow gaps and inefficiencies
Recommendations to improve operational performance
Workflow design and implementation
Fixing broken or outdated processes
Reducing operational and regulatory risk through better execution