Investment Automation

Situation

An investment application arrived as a form and then stopped moving on its own. Someone had to read it, work out which departments needed which documents, and forward them by hand — while the status of any given application lived in whoever last touched it.

Task

• Get every submitted document to the right department and system without anyone forwarding it.
• Put the whole pipeline — received, sanctioned, disbursed — in one place that is always current.

Result

A submitted application now routes itself to every department, email and system that needs it, and a single control layer carries it through sanction to disbursement. The manual forwarding step is gone.

My Contribution

• Mapped the process end to end before automating any of it. The bottleneck was not the decisions — it was the handoffs between them, which is where applications sat.
• Made routing a property of the submission rather than a person's job. The form knows which departments need what, so nothing waits on someone remembering to forward it.
• Centralised status instead of leaving it in inboxes. Received, sanctioned, disbursed — one system holds the truth, so nobody has to ask where an application got to.
• Automated the full lifecycle rather than the intake alone. Stopping at submission would have moved the bottleneck downstream rather than removing it.