Managed Services / Data and back office

Turn high volume work into a controlled operation.

Managed data, document, reconciliation and back office workflows with defined queues, quality controls, exception handling and daily performance visibility.

Back office analysts reconciling document and data workflows through a quality control review
Data and back officeQueue and exception control

Service overview

Deliver consistent throughput and accuracy while making backlog, quality and exception causes visible.

Managed data, document, reconciliation and back office workflows with defined queues, quality controls, exception handling and daily performance visibility.

Service model
Use focused specialist support for a defined gap, or assemble a multidisciplinary team around a complete workstream. The structure follows the interfaces and decisions in the scope.
Delivery
Choose a project, dedicated team, hybrid engagement or managed service. Milestones, client responsibilities and acceptance criteria are agreed before execution.
Control
Scope, assumptions, evidence, ownership and review rhythm remain visible. Changes and unresolved risks are recorded with an accountable decision owner.
01 / Required inputs
  • Volumes, queues and service windows
  • Procedures, systems and controls
  • Exception and client decision rights
02 / Working methods
  • Case management
  • Document AI
  • Workflow automation
03 / Evidence produced
  • Operating procedure and RACI
  • Quality, SLA and exception evidence
  • Improvement and governance record
04 / Connected disciplines
  • Managed Services
  • Compliance and BFSI
  • Data engineering
Lifecycle positionIntake

Classify work and check readiness.

Core capabilities

Capabilities included.

Each capability explains the work itself, how it connects with the surrounding product or operating system, and the evidence needed to make the result usable.

01

Data processing

Capture, normalize, enrich and maintain structured operational records.

Practical coverage

Apply defined validation and source evidence rules.

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02

Document administration

Classify, index, verify and route documents and supporting evidence.

Practical coverage

Keep document status connected to the case.

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03

Quality control

Rules, sampling, maker checker and secondary review controls.

Practical coverage

Measure error by type and downstream consequence.

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04

Reconciliation

Compare records, investigate breaks and coordinate resolution.

Practical coverage

Maintain clear ownership and ageing for unmatched items.

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05

Case and queue management

Prioritize work, manage service windows and route exceptions.

Practical coverage

Balance capacity against urgency and business impact.

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06

Performance reporting

Volume, throughput, accuracy, backlog, ageing and root cause.

Practical coverage

Give operational leaders a current, actionable view.

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Delivery model

How we deliver.

A managed service is defined before it is transferred. Volumes, controls, systems, exceptions and client decision rights are made explicit so the service can scale without becoming a black box.

01

Inputs we establish

Current process maps, work volumes, service windows, source systems, control obligations and exception types.

Where information is incomplete, CX24 records the assumption, owner and action needed before transition.
02

How transition works

Knowledge transfer, documented procedures, role based training, sample execution and parallel run evidence.

Readiness is reviewed jointly before CX24 assumes the agreed operating responsibility.
03

How the service is governed

Daily queue control, quality review, issue escalation and a scheduled client performance rhythm.

Decisions that remain with the client are routed with complete context and a visible response deadline.
04

How success is measured

Throughput, turnaround, accuracy, backlog, exception ageing, service levels and recurring root causes.

Improvement priorities are selected from operating evidence rather than isolated automation ideas.

Solutions

Solutions for common delivery needs.

The starting point can be a technical problem, a capacity gap or the need for a complete delivery workstream. CX24 first clarifies the current state, desired outcome and decision ownership.

01

Work volume fluctuates and backlog is difficult to control.

How CX24 respondsClassify work and check readiness. The scope, responsible owners and evidence needed for closure are agreed before execution begins.
02

Data or document quality varies by source.

How CX24 respondsExecute standardized work steps. The scope, responsible owners and evidence needed for closure are agreed before execution begins.
03

Reconciliation breaks remain open without ownership.

How CX24 respondsValidation and quality review. The scope, responsible owners and evidence needed for closure are agreed before execution begins.
04

Management lacks a daily view of throughput and exceptions.

How CX24 respondsInvestigate and route exceptions. The scope, responsible owners and evidence needed for closure are agreed before execution begins.

Delivery approach

A clear path from scope to evidence.

The exact gates change by service, but ownership, review and measurable outputs stay explicit. Each stage establishes the information needed to enter the next one responsibly.

01

Intake

Classify work and check readiness.

Stage outcomeWork taxonomy is prepared or updated before the work advances.
02

Process

Execute standardized work steps.

Stage outcomeProcess controls is prepared or updated before the work advances.
03

Control

Validation and quality review.

Stage outcomeQueue model is prepared or updated before the work advances.
04

Resolve

Investigate and route exceptions.

Stage outcomeOperations dashboard is prepared or updated before the work advances.
05

Report

Close work and update performance evidence.

Stage outcomeAgreed next stage evidence is prepared or updated before the work advances.

What you receive

Typical deliverables.

Deliverables are adapted to the client environment and agreed acceptance criteria. The aim is to leave behind usable engineering, technology or operating capability, not presentation material alone.

01

Work taxonomy

Case types, priorities, rules and measures.

Assumptions, ownership, dependencies and the agreed review status are recorded with the output.
02

Process controls

Validation, sampling and escalation logic.

Working files, source information and revision status are organised so the client team can continue using them.
03

Queue model

Ownership, capacity, ageing and exceptions.

Results include the relevant checks, open issues, limitations and approval evidence, not only the final conclusion.
04

Operations dashboard

Volume, quality, turnaround and backlog.

Final handover identifies accepted scope, residual risk, next actions and the accountable owner for each action.
Technology and methods
Case managementDocument AIWorkflow automationData validationReconciliationQuality samplingOperations analytics
Proof Points

Evidence clients can review before acceptance.

Proof is defined through the engagement itself: accepted outputs, a visible decision trail, agreed measures and a usable handover.

01

Accepted outputs

Deliverables are mapped to agreed criteria, version status, accountable owners and review decisions.

02

Decision trail

Inputs, assumptions, interfaces, changes, exceptions and approvals remain connected to the work.

03

Delivery measures

Progress, quality, risk, backlog or service measures are selected for the actual engagement.

04

Usable continuity

Working files, source information, runbooks and handover actions leave the client able to continue.

Client names, project details and outcome claims are published only with permission. Evidence for a specific engagement is confirmed through the agreed scope, reviews and acceptance records.

Engagement Models

Choose a delivery structure that fits the responsibility.

Team shape, governance, commercial structure and acceptance are matched to the outcome CX24 is asked to deliver.

01

Defined project

Bounded scope, milestones, deliverables and acceptance criteria for a specific outcome.

02

Dedicated team

Stable specialist capacity integrated with client leadership, standards and delivery rhythms.

03

Delivery centre

Multidisciplinary capacity with named governance, shared methods and transparent reporting.

04

Managed service

Recurring responsibility operated against controls, service levels and improvement measures.

Build · Enable · Operate

Bring the requirement.
We will help define the right delivery structure.

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