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Institutional – Business analysis

Modernization of processes and tools in an administration

As part of the development of its new master plan, the major issue the institution is currently facing is to modernise its administration’s processes and tools.

Context, challenges & solutions

The aim is to intensify the user experience and equip its 2,500 civil servants with centralised and even more efficient tools.

The solution lies in working closely with the various stakeholders to define the optimisation and modernisation they expect. The changes are included in a virtuous circle of ongoing improvement.

This approach involves specialised or transversal confirmed consultants. Depending on the purpose and context, we implement conventional PMI project methodology or, on the contrary, a more agile solution.

The various projects

Functional analysis

Assistance with preparing markets

Project implementation, monitoring of achievements, sharing, centralisation, control and coordination of all activities

Creation of a single repository, common to all departments

Support for change and assistance for the Teams and Departments concerned

Support for administrative departments and those they administer.

Tools deployed

Drafting of documents required for awarding contracts, analytical documents and documents communicating needs.
Drafting of revenue plans and income according to previously defined plans.

Recording revenue.
Setting up a tracking table and business glossaries.
Monitoring tests to be carried out for checking correction implementation, production of user documentation and instructions for use.


Methods and Technologies

PMI methodology
MSProject, Visio, Bugzilla


2 experienced consultants providing technical assistance for the last 3 years.



Automatic process of loan request and the simplification of KYC "Know Your Customer".


  • Improvement of KYC and the onboarding of new clients with automatic identity verification thanks to intelligent ID document processing on the web or in an application.
  • Acceleration in the dealing with requests for loans and mortgages: process and automatic classification of new documents, extraction of information and validation of data points.
  • Fraud prevention and respect of rules: automation of compliance requirements on contracts, financial documents and ID documentation.
  • Easing and simplification of the consumer spending comprehension: classification of bank transfers from the study of receipt and invoice item data.


Automated process of scientific papers and other documentation linked to the registering of a patent for intellectual property.


  • Recognition and automatic indexation of fields for a precise search among the documents relating to the patent application.
  • Standardisation of the documents with online specifications: bibliopraphy, expired patent, renewed patent, etc.


Automatic processing of receipts, bills and other financial documents.


  • Automisation of the accounting process: declaration of VAT, supplier bills, etc.
  • Standardisation and harmonisation of the business accounting processes.
  • Improving data security with the deletion of manual errors and with the synthesising of controls.
  • Contribution to the reduction in fraud risks, à la réduction des risques de fraude, reinforcement of operational security, audit trails and internal controls.
  • Support in the change management and accounting teams on the appropriation of this new solution.