I’d like to learn how to use Triyo for..
M & A Deal Process
Capital Markets
Connect your people, processes and documents on one integrated productivity platform. Track complicated deal processes visually. Manage distributed stakeholders easily.
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Use Cases: Managing the M&A Deal Process
Current Scenario
Lots of moving parts that require collaboration
Multiple teams are involved and most of the information is shared via email today
Timely comments and approvals are key but generally slipped through the cracks using email
Processes are generally organized in silos by specific tasks, presentations or documents
With TRIYO
Create deal teams across different groups
Assign tasks and accountabilities to different members of the team
Approval tracking and full audit trail of changes
Tracking and responding to tasks via email
Create parallel process for deal decks, information memorandums, process letters, credit approvals, marketing materials, Term-sheets, etc.
Pitch-Deck Creation
Structured Sales
Assign and track content creation to different contributing groups. Approve and automatically collate incoming content seamlessly. Stay informed of unfinished sections.
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Current Scenario
Presentation slides are assigned to individuals/teams via email
Individuals work on their slides and submit changes via email
Deal members have to manually track, collate and update the final deck with the changes
With TRIYO
Create deal teams and delegate sections of the pitch-deck across groups
Automatic collation with version control as each section gets completed and approved
Approval tracking and full audit trail of changes
Creation of deal decks, information memorandums and process letters with multi-user input
Compliance Reports
Regulatory Reporting
Streamline your regulatory reporting process, mitigate risk, drastically reduce errors, penalties and costs with our comprehensive solution.
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Current Scenario
Emails and SharePoint currently used to collaborate
Limited to no collaborative functionality around documents, presentations or spreadsheets
Project Managers are overly reliant on email
Approvals are not captured by an end to end system
No audit trail and automated diagnostics
With TRIYO
Collaborate around documents, spreadsheets and presentations
Create tasks with due dates, specific workflows, alerts for milestones & project timeline risks
Track changes and approvals through an automatically generated audit trail
Live dashboard providing ability to make more informed decisions
Leverage existing tools, such as, SharePoint and others
Credit Approval Process
Investor & Treasury Services
Automate credit approval processes for cash management and credit activities, such as, overdraft requests and exception approval with our flexible workflow.
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Current Scenario
Overdraft requests are usually a manual process
Insufficient overdraft controls; better controls needed for secure cash management and credit activities
Lack of automated credit controls and workflow for exception approval
With TRIYO
Upload Temporary Approval Request (TAR) spreadsheet for exception approval
Assign team members to specific TARs within the main sheet
Receive and track approval requests for each TAR
Automatically update the main spreadsheet when all approvals and changes have been submitted
Client Onboarding and Review
KYC
A distributed process requiring input from different Lines of Business’ (LoBs) in order to adequately update necessary client information is integrated with Triyo, streamlined and automated.
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Current Scenario
A master xls of client information is distributed via email to different LOB’s for review
Client info is updated by individuals; inputs are approved & merged manually into the master sheet
Lack of checks to track if requested information has been processed by targeted groups
Often such assignments are lost in email inboxes resulting in delays and loss of revenue
With TRIYO
Upload Client Review Master Tracker spreadsheet in TRIYO
Assign team members by LOBs to delegate 25k+ booking points (BP) to the appropriate groups
Track approvals and comments of each BP through a detailed Audit Trail
Automatically merge inputs to the main tracker once changes + approvals get submitted; complete Client Review
Agile Project Management
Capital Markets Business Transformation & IT
Lack of a well-defined process for translating business requirements to IT deliverables leads to miscommunication, errors and expensive development costs. Create a transparent business process with TRIYO.
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Current Scenario
Business teams provide their technology requirements through BRD documents to technology teams.
The technology teams breakdown the BRDs into user stories on JIRA; each story gets individually allocated to a team of developers
JIRA is not integrated with the business’ platform; have to i) manually track progress of developers individually, each assigned parts of a BRD and ii) consolidate the information
JIRA tickets are approved without overview of the full BRD resulting in miscommunication and costly errors.
With TRIYO
Create tasks corresponding to each JIRA entry and manage these using TRIYO’s task management
End developer gets a complete overview of the tasks allocated to them by BRD
Communication, that would be lost in email, is recorded in the context of each BRD through TRIYO’s comments and notifications
Project managers can consolidate and track the progress of each JIRA entry pertaining to a BRD efficiently and with contextual detail
