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• Terms of Engagement
• Discussions with the key stakeholders
•Identification of key processes
• Finalization of scope
•Team Planning
• Preparation of project charter
• Identification of process owners for Process walkthroughs
• Process walkthroughs with the identified SPOC to understand existing processes
• Collection of existing documents including manuals, policies, governance documents, formats etc.
• System walkthrough to understand the micro processes
• Understanding the organization structure at every process level
• Execution of the assignment.
• Senior’s review of the draft report
• Release the draft report to the identified process owner for review, comments
• Update the report based on comments received
• Release of final report to the process owner
• Receiving final sign off
• Agree on action plan, person responsible and due date for implementation
• Release of final report
• Presentation to the Management
• Periodic update on the progress of the engagement
Alfa Global Wealth Advisors provides customized solutions to help you reach your financial goals. With strong planning services and expert guidance, you can trust us to lead you towards financial success.
Our comprehensive wealth management services and our team's effective interpersonal skills make us one of the most trusted names in the industry. We strive to build long-term relationships with our clients and help them achieve financial success.
Our focus at Alfa Global Wealth Advisors is on value addition and timely delivery of services. We understand that your financial situation is unique, which is why we prioritize personalized wealth management solutions that meet your goals.
Our domain expertise is unparalleled, and we offer a broad range of investment strategies and services to help you achieve your financial goals. Contact us today to learn more about how we can help you.
Discover a new perspective on wealth management with Alfa Global Wealth Advisors. Our collaborative approach ensures that our clients receive customized solutions that align with their goals and values. With our team of experts, you can be confident that we will be with you every step of the way.