At a Glance
Client profile: Multi-company financial services group.
Use Case
Multi-company financial services group needed an internal portal for leave requests, employee loans, training, and communication across a multi-company organization. Enacment unified those workflows in a single web environment so employees and administrators could work from one operational entry point.
What Was Slowing the Operation Down
Operational dispersion was the primary obstacle. Employees relied on multiple channels, such as email, physical forms, and isolated files, to request time off, apply for internal financing, or access training. This made it difficult to maintain centralized visibility of requests and increased administrative overhead.
The use of generic tools and manual processes limited the ability to standardize operations. The absence of a central repository made it difficult to track requests efficiently and hindered the consolidated management of internal programs and the employee loan portfolio.
What We Built
Leave management: Digital workflow for vacation requests and balance management
Internal financing: Employee-loan management and application tracking
Training and development: Modules for deploying and tracking internal learning programs
Internal communication: Channel for announcements, policies, and shared resources across group companiesResults
4: central employee workflows
Web: Single internal portal
Multi-company: Organization scope
The deployment resulted in a consolidated single point of access for employees, reducing the friction of navigating between scattered tools
It created a clearer structure for administrative requests and established a centralized source of information for HR management and internal financingRelated Services
Custom software
Process automationProject Scope
Due to the nature of the financial sector, the system was designed under internal security and data privacy standards. The rollout required a policy alignment phase among the various group companies to standardize operational criteria.
Why It Matters
Financial services teams often carry heavy internal coordination behind the client-facing business. Enacment's custom software and process automation consolidated 4 core employee workflows into one internal web portal for a multi-company group.
