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AuraQuantic > Case Studies > Click Seguridad Jurídica Streamlines Fiduciary Processes with AuraQuantic
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Click Seguridad Jurídica Streamlines Fiduciary Processes with AuraQuantic

Technology Category
  • Application Infrastructure & Middleware - Data Exchange & Integration
  • Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries
  • Buildings
  • Construction & Infrastructure
Use Cases
  • Inventory Management
  • Leasing Finance Automation
Services
  • System Integration
  • Training
The Challenge

Click Seguridad Jurídica, a Mexican Multiple Purpose Finance Company (SOFOM) specializing in fiduciary activities, was grappling with the increasing complexity of implementing and constituting financial products. The activity was becoming more restricted and subject to a vast number of legal operations. The company needed a solution that would allow for flexible and agile business process integration, capable of adapting to changes in demand and potential legal modifications that could impact its commercialization process. The CEO, Adolfo González Olhovich, began searching for a no-code tool that could meet these requirements and streamline over 20 processes including quotation, authorization, blacklist review, and integration and service contracts.

About The Customer

Click Seguridad Jurídica, founded in 2010, is a Mexican Multiple Purpose Finance Company (SOFOM) dedicated to providing comprehensive advisory services for the implementation and constitution of financial products. It is recognized by major institutions, corporations, and companies in Latin America as the non-bank trust institution with the largest assets under management in Mexico. The company is committed to continuous improvement and plans to automate all business processes related to a new fiduciary product called Fidevida, as well as all processes related to data identification and validation.

The Solution

After a thorough analysis of the no-code platform market, Click Seguridad Jurídica chose to implement AuraQuantic, motivated by its wide range of functionalities and extensive possibilities for process automation. The implementation was carried out in several phases, beginning with an analysis of the organizational structure to identify critical points and define the list of priorities for the project. The company's digital transformation team then began to model some of the critical business processes, with support from PRAXIS, a partner of AuraQuantic. They also had meetings with the AuraQuantic consultancy department and completed process diagramming courses offered by the AuraQuantic Training School. The features provided by AuraQuantic have empowered Click Seguridad Jurídica to achieve a self-managed organizational structure.

Operational Impact

  • The implementation of AuraQuantic has brought about significant operational improvements for Click Seguridad Jurídica. The company has been able to automate over 20 fiduciary-related processes, leading to a more efficient and streamlined workflow. The solution has also enabled a self-managed organizational structure, giving the company greater control and flexibility in managing its operations. Furthermore, the improved information visibility has facilitated better decision-making, while the reduction in operational costs has enhanced the company's financial performance. The increased productivity and customer satisfaction levels are testament to the effectiveness of the solution in meeting the company's needs.

Quantitative Benefit

  • Reduced task execution times

  • Improved information visibility

  • Reduced operational costs

Related Case Studies.

Case Study
IoT System for Tunnel Construction
The Zenitaka Corporation ('Zenitaka') has two major business areas: its architectural business focuses on structures such as government buildings, office buildings, and commercial facilities, while its civil engineering business is targeted at structures such as tunnels, bridges and dams. Within these areas, there presented two issues that have always persisted in regard to the construction of mountain tunnels. These issues are 'improving safety" and "reducing energy consumption". Mountain tunnels construction requires a massive amount of electricity. This is because there are many kinds of electrical equipment being used day and night, including construction machinery, construction lighting, and ventilating fan. Despite this, the amount of power consumption is generally not tightly managed. In many cases, the exact amount of power consumption is only ascertained when the bill from the power company becomes available. Sometimes, corporations install demand-monitoring equipment to help curb the maximum power demanded. However, even in these cases, the devices only allow the total volume of power consumption to be ascertained, or they may issue warnings to prevent the contracted volume of power from being exceeded. In order to tackle the issue of reducing power consumption, it was first necessary to obtain an accurate breakdown of how much power was being used in each particular area. In other words, we needed to be able to visualize the amount of power being consumed. Safety, was also not being managed very rigorously. Even now, tunnel construction sites often use a 'name label' system for managing entry into the work site. Specifically, red labels with white reverse sides that bear the workers' names on both sides are displayed at the tunnel work site entrance. The workers themselves then flip the name label to the appropriate side when entering or exiting from the work site to indicate whether or not they are working inside the tunnel at any given time. If a worker forgets to flip his or her name label when entering or exiting from the tunnel, management cannot be performed effectively. In order to tackle the challenges mentioned above, Zenitaka decided to build a system that could improve the safety of tunnel construction as well as reduce the amount of power consumed. In other words, this new system would facilitate a clear picture of which workers were working in each location at the mountain tunnel construction site, as well as which processes were being carried out at those respective locations at any given time. The system would maintain the safety of all workers while also carefully controlling the electrical equipment to reduce unnecessary power consumption. Having decided on the concept, our next concern was whether there existed any kind of robust hardware that would not break down at the construction work site, that could move freely in response to changes in the working environment, and that could accurately detect workers and vehicles using radio frequency identification (RFID). Given that this system would involve many components that were new to Zenitaka, we decided to enlist the cooperation of E.I.Sol Co., Ltd. ('E.I.Sol') as our joint development partner, as they had provided us with a highly practical proposal.
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