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  6. Effectiveness of Workflow-Based Manuals for Financial Institutions

Effectiveness of Workflow-Based Manuals for Financial Institutions

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last updated:Jan 21, 2026

株式会社サン・プラニング・システムズ DX事業部
株式会社サン・プラニング・システムズ DX事業部
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Support compliance through business process visualization!

In the financial industry, compliance adherence is the most important issue. Not only is legal compliance required, but also the strengthening of internal controls and thorough risk management. The complexity of operations and the need to adapt to changes, along with the execution of tasks that depend on specific individuals, can increase the risk of compliance violations. Workflow-based manuals visualize business processes, allowing anyone to understand the content of operations, thereby reducing clerical errors, standardizing operations, and supporting compliance adherence. 【Usage Scenarios】 - Sales process for financial products - Customer information management - Internal audit response 【Effects of Implementation】 - Reduction of compliance violation risks - Improvement of operational efficiency - Strengthening of internal controls - Thorough risk management

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Effectiveness of Workflow-Based Manuals for Financial Institutions

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  • Related Link - https://igrafx.info/lp/bpr/
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【Features】 - Understand the flow of operations at a glance - Know the details of each operation in the flowchart - Easily reference related documents centered around the business flow - Clarify complex conditions in the flowchart 【Our Strengths】 Our company is the domestic sales agent and implementation support partner for the solution "iGrafx Process360 Live," which realizes the "visualization, standardization, and improvement" of business processes. We support the creation of systems that visualize the flow of operations and manage and improve risks across various industries, including finance, manufacturing, and public sectors. SPS goes beyond merely introducing tools; we consistently conduct business analysis, operational design, and educational support to build a "sustainable business visualization foundation" together with our clients.

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[Examples of Achievements] ■ Shinkin Card Co., Ltd. ■ Tokyo Higashi Shinkin Bank ■ Orient Corporation ■ JA Yamaguchi Central Association, JA Shunan ■ Royal Hotel Co., Ltd. ■ Ryohin Keikaku Co., Ltd. ■ Kitasato Institute, Kitasato University Hospital ■ Yokohama National University, Graduate School of Urban Innovation *For more details, please refer to the PDF document or feel free to contact us.

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株式会社サン・プラニング・システムズ

株式会社サン・プラニング・システムズ DX事業部

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Our company is committed to improving the operations of various businesses through the solution of "visualizing business processes and workflows, and making proposals for operational improvements based on the various data obtained from this visualization." Specifically, we provide consulting using the business process improvement tool "iGrafx Process" across all industries. Our distinguishing feature is that we offer not just simple IT implementation as a solution to our clients' various issues, but also provide the optimal solutions to the challenges they face. For more details, please visit our company website. Thank you for your kind attention.

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