Are we a good fit for you?

Empower your business with our expert Workflow Analysis and Optimization Consultants. We specialize in streamlining processes, identifying bottlenecks, and implementing efficient workflows tailored to your needs. Experience enhanced productivity and streamlined operations with our comprehensive consultancy services.

Workflow analysis and Optimizations Consultant

Workflow Analysis and Optimizations
​Workflow analysis and optimizations are crucial to understand our purpose. In the ever-evolving landscape of the financial industry, efficiency, accuracy, and adaptability are keys to maintaining a competitive edge. At Investment Science, these values are not just about keeping pace with change but about setting the pace.

Our goal in this project is to closely examine our current workflows, identify any areas of inefficiency or potential improvement, and implement changes that will streamline our processes. By doing so, we aim to increase our operational efficiency, reduce errors, and ensure our workflows are scalable and adaptable for the future growth we anticipate.

By streamlining our operations, we are strengthening our foundation and preparing for a future of growth, excellence, and leadership in the financial industry.

Tools for Workflow analysis and optimizations
To accomplish the project, we'll be leveraging a suite of sophisticated tools. Atlassian's Jira and Confluence are market-leading platforms that will enable us to effectively map, manage, and enhance our workflows. Jira, a powerful project and issue tracking tool, will allow us to design and implement our optimized workflows. Confluence, on the other hand, will aid in the documentation of our processes, acting as the single source of truth for our workflows. These tools will be combined with using Agile methodologies and thereafter using heuristics to complete all tasks ahead. 

At Investment Science we harness the capabilities of both Python and SQL, two powerful and versatile languages essential for data analysis and manipulation. Python, known for its prowess in data analysis, machine learning, and automation, will be instrumental in analyzing complex workflow patterns and unearthing inefficiencies that might not be easily discernible. On the other hand, SQL, a language specially designed for managing and manipulating databases, will be a cornerstone for dealing with the large volumes of data that we encounter daily at Investment Science. Given the financial nature of our work, effectively retrieving, analyzing, and managing data with SQL will be pivotal. Together, these two languages will help drive data-supported workflow analysis and facilitate necessary data-driven changes in our optimization process.


Discovery and Understanding Current Workflow
In this crucial phase, our primary objective is to gain an intimate understanding of our existing workflows. This involves studying the processes in their current state and digging deeper into the intricacies of how tasks are executed, data is managed, and outcomes are achieved.

We will assess the current system configurations and our database setup. We aim to understand the existing technological framework supporting our workflows and the structure and management of our data. This analysis is crucial, given the data-driven nature of our services in investment analysis and financial modeling.

Where needed, we will employ Python and SQL for advanced data gathering and analysis. Python, with its powerful data analysis libraries, will aid in deciphering complex data patterns and trends. SQL will be pivotal in extracting, analyzing, and managing data from our databases, allowing us to thoroughly comprehend how data flows through our workflows.

This discovery stage is not just about identifying what works or doesn't, but also about laying the groundwork for the subsequent stages of the project. It helps us create a comprehensive picture of 'what is' before we start working towards 'what should be'. Understanding our present state forms the foundation on which we can build an optimized future for your company.

Process Redesign and Optimization
Based on the insights gathered, we'll propose a redesigned, optimized workflow. Using Jira, we can graphically design the new workflows and detail each step of the process.

We will start to automate tasks, manage data more effectively, or even create custom tools to support the new workflows. We'll update the workflow documentation in Confluence, detailing the rationale behind the proposed changes and the expected improvements.

The proposed workflow will then be reviewed with team members and stakeholders. Their inputs are vital in ensuring the proposed changes are practical, beneficial, and in line with our company's goals.

Validation will be conducted through simulations or pilot implementation to ensure the effectiveness of the proposed workflow.

Implementation
Implementation of the optimizations may involve rolling out the new workflows to users gradually, updating configurations in Jira to reflect the new workflows, and making any necessary database changes using SQL. 
This stage also involves ensuring the smooth transition from the old workflow to the new one, minimizing disruption to ongoing work.

Review and Continuous Improvement
The last phase involves the continuous monitoring of the new workflow to gauge its effectiveness. We'll collect feedback from users and monitor key performance indicators to understand if the changes are delivering the expected benefits.

With this, our journey of workflow analysis and optimization doesn't end; instead, it becomes a cycle of continuous improvement. With each iteration, we'll learn, adapt, and improve, making our workflows more efficient and effective over time, ultimately contributing to your success and growth as a company.

Working with Investment Science
As we conclude this outline of our workflow analysis and optimizations process, it's essential to emphasize what sets Investment Science apart. We are not just about making processes faster or cheaper. We're about making your business better.

When you work with Investment Science, you are investing in more than just efficiency. You're investing in improved accuracy, enhanced adaptability, and in an organization that is prepared to face the dynamic landscape of the financial industry. Our specialized approach, combining industry expertise with sophisticated tools like Jira, Confluence, and others, ensures that we deliver value that goes beyond the immediate project.

We understand that every business is unique, and so are its workflows. That's why we commit ourselves to understand your specific needs and challenges thoroughly. We then tailor our approach to your unique context, applying our methodical process of discovery, analysis, redesign, implementation, and continuous improvement.

We believe in a partnership that continues even after the project concludes, providing you with ongoing support and guidance as your business evolves and new challenges emerge.

If you are ready to take the leap towards more efficient, effective, and adaptable business processes, we at Investment Science are here to guide you through this journey. For more information or to schedule a consultation, please contact us. We're excited to partner with you to help your business reach new heights of success.

​

​​
                Michael Kelly                   SPOC, SMC, SAMC
Workflow Analysis Consultant
​​
Michael has over a decade of experience working with fortune 500 firms in various capacities as a workflow analysis and optimization consultant. ​Success stories have included building the most used product at Fitch Solutions coined 'Early Warning Signals, Saving a Banking client a $1 Billion fine from a data science product, and building a successful hedge fund product with machine learning models. 

Success Stories

/

  • 1
  • 2
  • 3
  • 4
  • 5
As a member of PMI, I highly recommend Mike as he has guided several senior consulting engagements at IT departments though the Agile transformation process. Mike is tenacious, and his work ethic is second to none. Mike is a subject matter expert in banking, data science tech, and project management. I'm following his company Investment Science and so should you.

​
Joe Skarulis

Vice President
/
Citigroup, Inc.

  • 1
  • 2
  • 3
  • 4
  • 5

/

  • 1
  • 2
  • 3
  • 4
  • 5
Professional Project/Product Management services.
​

Bledi Ismaili

Project Manager 
/
​Blueprint Fusion

  • 1
  • 2
  • 3
  • 4
  • 5

/

  • 1
  • 2
  • 3
  • 4
  • 5
Michael posses a great depth of knowledge in project management and finance technology. He played a key role in execution of few project initiatives at IDB. He worked well to complete the project under tight deadlines. He would be a great resource for any organization.

Sanjay Tejankar, MBA

Senior Consultant 
/
​Israel Discount Bank

  • 1
  • 2
  • 3
  • 4
  • 5

/

  • 1
  • 2
  • 3
  • 4
  • 5
Michael was my manager at IDB. He was very kind and always went out of his way to help and guide the project team. If you need a problem solved , he will try his best to help you . He is very responsive and a great team player.

Helen Jacubovics

Lead Business Analyst
/
IDB Bank

  • 1
  • 2
  • 3
  • 4
  • 5

/

  • 1
  • 2
  • 3
  • 4
  • 5
​Michael is a great project manager and a pleasure to work with. He has been instrumental in leading projects, providing weekly statuses on on-going projects and being a valued consultative advisor on business and technical requirements. On top of his strong technical and business experience, Michael is adept at building and maintaining cohesive relationships with various stakeholder groups. He is a trusted source for Agile, Jira, Confluence and other project management tools and would be an asset to any organization.

Dipal Desai

First Vice President
/
Israel Discount Bank

  • 1
  • 2
  • 3
  • 4
  • 5

Featured On​

Why Hire Us?

Relevant Insights

How much is the service?​
The cost can vary depending on the services you need. 
Our consultants charge anywhere from  $80-$200 per hour.

What are you guaranteed? 
Objective consulting without compromise.
Cancel anytime!

Sign up to see our Jira case studies