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Workflow management

IQ-EQ Navigator is our proprietary and global tool that shows real time data, displaying a holistic view of the tasks and workflow management across the services that we provide to our clients.  It helps ‘connect the dots’ as deliverables move within and across teams – including the tracking of tasks, deliverables and checklists. It also provides stakeholders with real-time information as to the status of tasks. This enables us to monitor the timeliness and quality of work to efficiently meet client SLAs and proactively manage resourcing needs.

Importantly, it embeds auditability and process controls over our delivery. This seamlessly allows us to make data-driven decisions within and across our global teams.

IQ-EQ Navigator is increasingly seen as a competitive advantage for us in the market, with the ability to use the client portal to provide transparency about our service delivery, improving two-way discussions on the causes of re-work, timeliness and quality. It also provides clients with a window into our operations and gives clients a sense of visibility and control over the work we do for them.

Client portal

Allows clients to view data on the services we provide, making it easier to discuss and review these services

Global use

Gives client directors a worldwide perspective on service delivery, ensuring they have comprehensive visibility

  • Service delivery data: Clients can access KPIs and other information on the quality and timeliness of our services, which helps in reviewing and discussing our performance
  • Embedded controls: Our delivery process includes built-in controls that ensure the four-eyes principle is always followed, providing full auditability of all work
  • Continuous improvement: Quality data supports continuous improvement practices and root cause analysis, helping us learn from any mistakes
  • Global visibility: Clients build trust in our global view of service delivery, which aids in managing resources and ensuring both timeliness and quality

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Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

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