This was my proposal and solution to BNY Mellon Asset Servicing to streamline the internal database. The database was used by fund companies, customer service reps, management and the web support team.
I was rewarded and recognized for this proposal.
4. “What if
f this doesn’t
t provide the
e benefits yo
ou say it wil
ll?”
I say to te
est it first. M
Maybe on 4 ffund compan nies split acr
ross both sit tes (2 at VF &
& 2 in Webo).
Also isn’tt Touchstone e coming in December? That would be a very go ood place too start becauuse 1)
we are bound to get calls AND 2) ) you can ge
et immediate e feedback from phone reps and
managem ment on how w the stream
mline referen nce guide he elps them ha andle the new fund. Base ed
on their ffeedback, th he streamlined format co ould be rolleed out to all of the fund companies BNY
Mellon h handles betw ween both sites. Not to mmention, I diid inform a f few current representat tives
of this idea and they seemed to t think it was an easier annd natural ev volution, esppecially since
SharePoint requires a lot more clicks and scr rolling to gett same the in nformation. And if the
streamlin ned referenc ce guide doeesn’t save tim
me or money y, it will be a
a simple fix t
to revert bacck to
the originnal setup. Th hat’s why I suggest testing the chang ge with 1‐2 f fund compa anies to startt
with.
Here w
was my s
suggesti
ion for th
he chang
ge (Man unds):
nagers Fu
Note: Each tab surro ounded by a green box wwas originally
y a separatee link to its own separate
e
Excel file that I figure
ed was redundant. I condensed all o
of that inform
mation into t the new Exc
cel
file (abovve).
5. Here i
is the original Excel layout for Managers Funds:
x M s
6. The fo
ollowing image is
s the original SharePoint layout:
Note: The items with h the red line
e through it are the onees that I cond
densed into the new Exc cel
file above
e. Instead of
f having 8 seeparate Exce
el files to ma
anage, I mad de it easy to only have on
ne
for the re
easons listed
d above. A siimple solutio
on backed u p by simple and logical reasons.