When hybrid working places became a norm, teams around the world started exploring project management tools that enable them to collaborate and manage their tasks more easily. That brought back a sense of control, satisfaction and decreased feelings of anxiety.
However, designed as “fire-and-forget” systems for one-off projects, project management tools often fail financial operations teams due to a lack of incident analytics and compliance support, as well as a shortfall of recurring workflows.
Coming from an operations background ourselves, we wanted other professionals in the industry to experience what it means to see all your processes completed at the end of the day and manage operational risk at the same time. That’s why Daymi’s structure and interface are based on generating evidence, monitoring and mitigating risk.
Oversight for recurring tasks
While project management tools are excellent for dynamic and complex one-off ventures, they are not designed for financial operations, where controls appear daily, monthly, quarterly or yearly.
Daymi is designed to support recurring workflows, the foundation for operations teams. You only have to set up a process once, and it will show up again when it’s time to execute. The platform is built on a recurring engine that handles complex schedules, including recurrence frequency and business days.
Managing operational risk
Financial Operations are shaped by the local regulatory landscape. With the complexity growing over the years, monitoring procedures and controls became essential parts of operations.
Daymi offers automatically generated reports and audit trails for your operations that offer a filtered view by whom, when and what has been done. Most importantly, all activities are logged and locked, meaning that you can use our audit trail to follow up on incidents, improve your processes, or provide evidence in an audit.
The future, real-time analytics
Unlike traditional project management tools that focus on specific projects or tasks, Daymi offers a more holistic approach to operations management. What sets Daymi apart from other project management tools is its real-time analytics dashboard that is being built right now. This dashboard will provide a bird’s-eye view of all the important metrics and KPIs that matter most to mid-size asset management companies, including team performance, workflow status, and compliance. This real-time data will help decision-makers stay up-to-date on what’s happening across the organisation and make informed decisions based on accurate information.
With a real-time analytics dashboard, we will continue to push the boundaries of what’s possible in operations management, helping clients stay ahead of the competition and achieve their business goals.
Daymi was founded to help financial operations teams manage, run and supervise their operations more efficiently. With vast combined experience, our team has hands-on knowledge about vital workflows within the financial industry. More importantly, how unnecessarily complicated and time-consuming they can be.
Daymi’s interactive operations playbook allows operations teams to work together in real-time, sharing information and updates on processes and tasks. Here you can track and manage all of your operations in a single platform, from valuation confirmations to investment limits. More so, identify and mitigate potential issues before they arise and meet regulatory requirements along the way. If you’re interested, book a free 15-minute consultation with us.
Daymi – keep on top of your ops