Process Improvement & Lean Operations
Redesign end-to-end processes to remove duplication, unnecessary hand-offs, rework and manual activity.

Operations & Performance
Choose the sourcing and location model that supports your business.
Overview
Sourcing decisions connect economics with service quality, access to capability, risk and operational ownership.
Capmark helps clients assess in-house, shared-service and external-provider options, including location strategy, outsourcing and internalisation. We consider process requirements and transition costs alongside the commercial case.
We also strengthen governance of existing providers through service measures, performance reviews and clear responsibilities.
What we do
We fix the process before moving it, then design the footprint: onshore, nearshore, offshore, captive, shared-service or external provider. The transition is costed at activity level.
Where the case supports external provision, we run the sourcing process and own the transition: requirements, provider evaluation, commercial terms, knowledge transfer, runbooks, parallel running and service acceptance.
We design shared-service functions with a clear service catalogue, charging model, governance and performance measures. One team serves multiple business lines with defined services and accountable ownership.
We put structure around providers already under contract: service levels, performance reviews, evidence-based reporting, issue management and commercial levers where service slips.
Where a service should come back in-house, we plan and run the return: rebuilding the team, transferring knowledge and systems, and exiting the provider without interrupting service.
What to expect
A Principal leads from day one. The first weeks establish the facts: activity-level cost, service performance, process condition and transition risk.
Options are evaluated per activity, not as a blanket sourcing answer. The business case is agreed before any sourcing or transition process starts.
Engagements range from location and sourcing strategy to full transition and vendor-performance delivery.
Strategy and the business case come first; transition delivery is scoped to programme scale.
Establish the current state, the constraints, the risks and the value at stake.
Shape the target model and the business case with the executives who own the outcome.
Stand up the team, the plan and the governance around the outcome.
Design, build and test the change, with the business alongside.
Cutover, hypercare and handover, so the business runs it under its own control.
The same five stages on every engagement, led by senior practitioners end to end. How we work
Client result

Banking · Operating Model
A Global Corporate & Investment Bank · Client Onboarding & Credit Operating Model
We helped implement a single global client-onboarding and credit operating model across 38 countries, recalibrating 110 roles, rationalising technology and strengthening the process and control model across wholesale banking.
Read the case study
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