Date: November 10, 2020
FOCUS ON: Wilmer Hale’s Audit Letter Response Workflow Automation Solution
Finalists for ILTA’s “Transformative Project of the Year 2020,” the team at Wilmer Hale joined us to present an in-depth overview of their innovative workflow solution.
They shared how they designed and implemented a solution to automate this burdensome process (using existing internal tools), with software-driven document creation and process workflow management (notifications, reminders, tracking, and reporting).
We explored the client and regulatory rules driving the need for consistent, comprehensive process execution (no matter the overhead involved). And had plenty of audience Q&A.
Business Relationship Manager,
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