Cases

Sicredi exceeds goals with BPO service

Meta performed process automation with the BPO solution for the giant cooperative, Sicredi, who was able to exceed the desired figures. Meta also implemented the change management service.

01/09/2018

Sicredi was the first cooperative financial institution in Brazil with more than 5 million members and more than 2 thousand branches spread across the country, in addition to being considered in 2020 the 2nd institution with the largest release of rural credit.

  • Company: Sicredi
  • Solution: Process Automation & Optimization
  • Country: Brazil
  • Industry: Banking and capital markets
  • Company size: +10,000 employees
  • Company: Sicredi
  • Solution: Process Automation & Optimization
  • Country: Brazil
  • Industry: Banking and capital markets
  • Company size: +10,000 employees

BPO - People, Business Processes, and Process Automation

Meta serves one of the four largest cooperatives in the country with the BPO service,  aiming to obtain greater gains in productivity and operational efficiency, in addition to standardizing processes and technological innovation. The solution supports the accounts payable and of supplier and customer registration processes, activities that are complementary to the cooperative’s core business. The productivity management performed by Meta ensured the achievement and, on many occasions, exceeded all the goals established by the client.

In addition, with the need to carry out the migration of a branch located in the North and Northeast of the country into the company’s system in a strategic manner, the client used Meta’s Change Management solution. After establishing the necessary means for monitoring each phase of the project and in the post-implementation period, it was possible to overcome resistance, provide more agility to the adaptation process to the future model, reduce the impacts caused by the change, and increase post-implementation performance levels, with broad acceptance by the employees involved in the change process.

Results

Greater focus on the company’s core business

 

Account opening was outsourced

More agility in the adaptation process

 

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Tags

BPO