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.

Solution Image

Use Cases: Managing the M&A Deal Process

Current Scenario Image

Current Scenario

Check Icon

Lots of moving parts that require collaboration

Check Icon

Multiple teams are involved and most of the information is shared via email today

Check Icon

Timely comments and approvals are key but generally slipped through the cracks using email

Check Icon

Processes are generally organized in silos by specific tasks, presentations or documents

Current Scenario Image

With TRIYO

Check Icon

Create deal teams across different groups

Check Icon

Assign tasks and accountabilities to different members of the team

Check Icon

Approval tracking and full audit trail of changes

Check Icon

Tracking and responding to tasks via email

Check Icon

Create parallel process for deal decks, information memorandums, process letters, credit approvals, marketing materials, Term-sheets, etc.

Solution Image

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.

Current Scenario Image

Current Scenario

Check Icon

Presentation slides are assigned to individuals/teams via email

Check Icon

Individuals work on their slides and submit changes via email

Check Icon

Deal members have to manually track, collate and update the final deck with the changes

Current Scenario Image

With TRIYO

Check Icon

Create deal teams and delegate sections of the pitch-deck across groups

Check Icon

Automatic collation with version control as each section gets completed and approved

Check Icon

Approval tracking and full audit trail of changes

Check Icon

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.

Solution Image

Current Scenario Image

Current Scenario

Check Icon

Emails and SharePoint currently used to collaborate

Check Icon

Limited to no collaborative functionality around documents, presentations or spreadsheets

Check Icon

Project Managers are overly reliant on email

Check Icon

Approvals are not captured by an end to end system

Check Icon

No audit trail and automated diagnostics

Current Scenario Image

With TRIYO

Check Icon

Collaborate around documents, spreadsheets and presentations

Check Icon

Create tasks with due dates, specific workflows, alerts for milestones & project timeline risks

Check Icon

Track changes and approvals through an automatically generated audit trail

Check Icon

Live dashboard providing ability to make more informed decisions

Check Icon

Leverage existing tools, such as, SharePoint and others

Solution Image

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.

Current Scenario Image

Current Scenario

Check Icon

Overdraft requests are usually a manual process

Check Icon

Insufficient overdraft controls; better controls needed for secure cash management and credit activities

Check Icon

Lack of automated credit controls and workflow for exception approval 

Current Scenario Image

With TRIYO

Check Icon

Upload Temporary Approval Request (TAR) spreadsheet for exception approval

Check Icon

Assign team members to specific TARs within the main sheet

Check Icon

Receive and track approval requests for each TAR

Check Icon

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.

Solution Image

Current Scenario Image

Current Scenario

Check Icon

A master xls of client information is distributed via email to different LOB’s for review

Check Icon

Client info is updated by individuals; inputs are approved & merged manually into the master sheet

Check Icon

Lack of checks to track if requested information has been processed by targeted groups

Check Icon

Often such assignments are lost in email inboxes resulting in delays and loss of revenue

Current Scenario Image

With TRIYO

Check Icon

Upload Client Review Master Tracker spreadsheet in TRIYO

Check Icon

Assign team members by LOBs to delegate 25k+ booking points (BP) to the appropriate groups

Check Icon

Track approvals and comments of each BP through a detailed Audit Trail

Check Icon

Automatically merge inputs to the main tracker once changes + approvals get submitted; complete Client Review

Solution Image

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.

Current Scenario Image

Current Scenario

Check Icon

Business teams provide their technology requirements through BRD documents to technology teams.

Check Icon

The technology teams breakdown the BRDs into user stories on JIRA; each story gets individually allocated to a team of developers

Check Icon

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

Check Icon

JIRA tickets are approved without overview of the full BRD resulting in miscommunication and costly errors.

Current Scenario Image

With TRIYO

Check Icon

Create tasks corresponding to each JIRA entry and manage these using TRIYO’s task management

Check Icon

End developer gets a complete overview of the tasks allocated to them by BRD

Check Icon

Communication, that would be lost in email, is recorded in the context of each BRD through TRIYO’s comments and notifications

Check Icon

Project managers can consolidate and track the progress of each JIRA entry pertaining to a BRD efficiently and with contextual detail

Back to Top