Digitization and Organization: How Lilab transformed the generation of the Serviu Report for a financial client

Introduction:

The client, a key player in the financial sector, was facing a chaotic and manual process for generating the Serviu report, essential for managing projects and financing in the real estate market. The lack of clarity in the process stages and the scattered information across multiple communication channels led to delays, disorder, and rework.

To solve these problems, the client turned to Lilab, seeking a solution that would not only organize but also automate this crucial process.

The Challenge:

The process for generating the Serviu report was problematic from several angles. There was no clarity on where the process began and ended, causing confusion among those involved. The information needed for the report arrived through various communication channels such as emails, instant messages, and physical documents, increasing the likelihood of errors, lost information, and misunderstandings.

This scatter created chaos, which not only affected efficiency but also forced employees to rework to correct inconsistencies, unnecessarily extending report delivery times.

Lilab’s Solution:

Lilab addressed this challenge by systematizing the Serviu report generation process, creating a specialized module that centralized all activities related to this process.

Additionally, several key tasks were automated, such as status change notifications, project and amount updates, among others. This approach allowed for more precise control and more efficient execution of the process, significantly reducing disorder and rework.

The Implementation Process:

For the implementation, Lilab used a Hybrid-Scrum approach that enabled agile development focused on continuous value delivery. The process was carried out in the following stages:

A. MVP Development: The Lilab team started the project by developing a Minimum Viable Product (MVP) that included the essential functionalities for generating the Serviu report. This MVP served as the basis for initial feedback and necessary adjustments.

B. Automation and Centralization: Once the MVP was running, Lilab continued with the automation of critical manual tasks and the integration of all information sources into a single module. Additionally, third-party services were integrated via APIs to ensure the process was as smooth and accurate as possible.

C. Iterative Deliveries and Continuous Improvement: Through continuous sprints, incremental deliveries of new functionalities were made, each of which was evaluated and adjusted based on client feedback. This iterative process ensured that the final product was fully aligned with the client’s needs and expectations.

Results and Benefits:

Lilab’s solution brought significant benefits:

Improved Order and Efficiency: The new system organized and accelerated the Serviu report generation process, reducing delivery times and eliminating much of the chaos associated with the manual process.

Centralization of Information: All relevant information is now centralized in a single module, making data access, tracking, and updates easier while reducing the possibility of errors.

Automation of Tasks: All manual tasks related to report generation were automated, reducing rework and freeing up resources for the team to focus on higher-value strategic activities.

Conclusion:

The digital transformation project led by Lilab demonstrates how the correct systematization and automation of critical processes can bring significant improvements in a financial company’s operational efficiency. Centralizing information and reducing chaos allowed the client to not only improve its internal process but also offer a more reliable and agile service.

If your company faces similar challenges, Lilab is ready to help you implement technological solutions that drive your efficiency and competitiveness.