The problem
The organisation, which has the vital role of protecting the UK’s workplace pensions was looking to optimise its technology and processes. Their on-premise and outdated document management systems made compliance more of a manual burden and risk than it needed to be.
TPR also had various outdated Systems to Support Regulatory Activity (SSRA) and Customer Relationship Management (CRM) systems causing process inefficiencies, data sharing challenges across departments, and wasn’t a good use of staff time and costs.
The solution
With a deep understanding of how a regulatory organisation operates, regulatory requirements and technology transformation, our team was ready to help TPR move forward with new operational systems and refreshed processes. A vital step in the program was to ease compliance burden and risks. Therefore, we built in automated processes and alerts around documents and data, to make sure everything is classified correctly and nothing is kept on file longer than it should be.
The outcomes
Out priority was to migrate TPR onto modern cloud-enabled and connected technology systems – Microsoft SharePoint Online for document management, and Microsoft Dynamics 365 for CRM.
- Our team securely migrated 5.7 million documents to SharePoint with no down time for TPR.
- On CRM, we established logical workflows and easy-to-use interfaces for an optimal user experience.
- We transferred the full 850 user base onto the document management solution, and 120 onto the CRM solution.
Download our case study to find out more.
Reducing a regulator’s own regulatory risk
Case study with The Pensions Regulator (TPR) transforming and optimising their data technology and processes.
