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  6. A Detailed Explanation of How to Improve Operational Efficiency for Financial Institutions in Seven Steps

A Detailed Explanation of How to Improve Operational Efficiency for Financial Institutions in Seven Steps

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last updated:Jan 26, 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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Enhancing risk management in financial institutions through business visualization.

In the financial industry, compliance and risk management are the top priorities. When business processes are not visualized, the risk of losses due to fraud or system errors increases. Additionally, the response to changing regulations tends to lag. This document explains a concrete approach to visualizing business processes in "seven steps." From project initiation to inventory, visualization, improvement, operation, and establishment, it outlines how to proceed in order to prevent failures and ensure results. Please use it as a guide to grasp the overall picture. 【Usage Scenarios】 - Visualization of risks in the credit examination process - Visualization of business processes in internal controls - Risk management in the sales process of financial products 【Benefits of Implementation】 - Early detection and response to risks - Strengthening of compliance - Improvement of operational efficiency

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SPS様_WP_業務プロセス可視化プロジェクト絶対に失敗させないための7つのステップ.png

A Detailed Explanation of How to Improve Operational Efficiency for Financial Institutions in Seven Steps

SPS様_WP_業務プロセス可視化プロジェクト絶対に失敗させないための7つのステップ.png
SPS様_WP_業務プロセス可視化プロジェクト絶対に失敗させないための7つのステップ.png
  • Related Link - https://dxnavi.com/wp-7step/
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**Features** - Systematization of business processes in seven steps - Unification of recognition among management, secretariat, and on-site staff - Explanation of practical approaches that lead to DX and business improvement **Our Strengths** We are 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.

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Business Visualization and Improvement Tool "BPR+"

Business Visualization and Improvement Tool "BPR+"

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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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