Cassa Padana

Operational Excellence applied to centralized back office processes | Case Study

Cassa Padana

Operational Excellence applied to centralized back office processes | Case Study

Scenario

CASSA PADANA, a Lombard cooperative credit banking group, assessed the need for a new approach to managing internal processes by integrating organizational, procedural, technical and cultural factors.

The need expressed is to make Centralized Back Office activities and processes (Collections, Mortgages, Business Credits) more efficient and by creating a widespread culture geared toward continuous improvement. 

The activities of the Bonfiglioli Consulting Team focused, according to the methodology Operational Excellence:

  • Abatement of non-value assets
  • Improving the level of quality of activities carried out
  • Defining a new organizational structure with a balanced distribution of workloads

Areas of intervention

The activities carried out by the consulting team together with the client team were. 

  • Implementation of Value Stream Mapping (VSM) to analyze in detail current document processes and the impact on resources in terms of workload  
  • Implementation of the Pillar of People Development To map the current skills of the resources involved with evidence of any training needs. 
  • Launching educational programs on the topic Lean Office Dedicated to the resources involved in the projects  
  • Mapping of IT tools and proposals for improvement 
  • Identification and implementation of improvement actions in terms of procedures and tools 

Results

Major achievements include: 

  • Decrease in non-value assets of 38% 
  • Increased quality of 27% activities in terms of reworks
  •  New organizational structure implemented

Objectives achieved

-38%

NON-VALUE ASSETS

+27%

QUALITY IN TERMS OF REWORKS