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Case Study

How Dominic Phan Reduced Processing Time by 40% at Citibank

Jul 28, 2024
10 min read

Written by Dominic Phan, GAQM-certified business process expert and BPM trainer.

What was the process challenge?

The customer-facing process had accumulated delays across handoffs, review queues, and repeated requests for information. Processing could take up to 15 days, while teams had limited visibility into where work was waiting or why cases were returned.

How did the redesign begin?

We mapped the end-to-end journey from request to completion, then reviewed real cases with the people performing each step. This made the sources of delay visible: duplicate checks, unclear ownership, incomplete submissions, and approvals that were not matched to the level of risk.

Which changes made the difference?

  • Clarified the process boundary and ownership for each stage.
  • Moved key information requests earlier so cases were more complete at intake.
  • Reduced unnecessary handoffs and defined escalation rules.
  • Introduced measures for cycle time, rework, ageing, and customer feedback.

What were the reported results?

The redesigned process reduced processing time from 15 days to 9 days, a 40% improvement, and customer satisfaction improved by 28%. The result came from several coordinated changes rather than one isolated automation feature.

What is the broader lesson?

Customer experience improves when internal process design removes uncertainty. Start with the journey, measure the delays, involve the teams who do the work, and keep reviewing performance after the new process is live.

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