Client Success

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Automating real-time accounting and monthly financial reporting for a global investment firm

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Find out how Carlyle accelerated business processes, increased visibility, and collaboration across teams and management using Appian and Persistent Systems’ Solutions.

To create real value and higher returns, Carlyle had to bring together their global reach combined with deep industry knowledge and better insights to work for their investors. This meant supporting complex accounting models and structures for business with robust analytical, monitoring, and collaboration.

Initially, Carlyle faced challenges with a lack of fully automated processes, disjointed data systems, and inefficient workflows.

Since a lot of opportunities for improvement were concerning the business process and building & integrating existing systems, Appian became a perfect facilitator providing solutions for both data and processes. It enabled integrating systems to create a consistent ecosystem across the organization while providing a user-friendly interface.

From the very beginning, Persistent helped Carlyle with the design thinking process by collaborating with the business stakeholders to understand the application requirements, create mock-ups, and going beyond with recommending app enhancements.

Persistent was able to understand our vision and specific challenges in our environment and partnered with our technical teams to create & deliver scalable applications on time.

Jaymie Tetreault, Associate Vice President – Global Technology Systems at The Carlyle Group

Carlyle’s Tips for Enterprises Implementing Intelligent Automation Solutions

  • Involve Business Stakeholders in solution Design, Iterations, and Enhancement cycles. It’s very effective
  • Focus on optimizing the business workflows before adding the BPM automation on the top
  • Ensure you have a trusted CoE who can take care of standardization and scalability
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