ProcessUnity Introduces SDRM Service Delivery Risk Management Suite

3 minute read

June 2013

SDRM Delivers an Innovative Platform for Financial Service Providers to Control Service Offerings for Greater Clarity and Profitability 

Washington, DC (2013 SPARK National Conference) June 18, 2013ProcessUnity, a privately-held risk management software company, today announced its new Service Delivery Risk Management (SDRM) suite.  The software suite provides the visibility and insight needed to streamline and control service offerings, enabling operational cost savings and differentiated service delivery for financial services firms dealing with increasingly complex product offerings, highly variable client service delivery models, and escalating operational costs in an extremely competitive market.

ProcessUnity’s Service Delivery Risk Management suite helps firms control their service offerings by tracking both standard and non-standard services used by each client, and ensuring that new non-standard services are deployed and utilized effectively across the delivery lifecycle. SDRM offers increased visibility and control with:

  • Centralized client and product definitions for managing and measuring service delivery cost and revenue drivers for effectiveness;
  • Definitive catalogs based on what is offered and configurable service variations reflecting how a service is delivered, each with unique risk ratings and related metrics and indicators;
  • Client sales/implementation/service inventory management with optional and configurable workflow and approval processing, and a robust version control framework;
  • A visual dashboard to easily identify service offer gaps, evaluate non-standard service offerings, and track client adoption trends at summary and detailed levels;
  • Comprehensive reporting that aggregates external market trends (demand, pricing, client satisfaction, etc.) and operational impact metrics (risk, cost, complexity, etc.) and ranks the results to identify improvement opportunities.

SDRM maximizes productivity and improves efficiency across critical job functions that rely on accurate service information, including product/service management, marketing and communications, new client acquisition, client onboarding and plan implementation, and client service and relationship management. SDRM delivers continuous innovation, focusing on three key areas, with recently enhanced  features designed to address each: job productivity (including online help, administration, standard terminology and job specific templates, integration framework), insight and analytics (pre/post report filters, detailed data drill-down), and collaboration and control (featuring custom notifications, work items/notices, and more).

As a result, SDRM provides unparalleled value within financial services organizations of all sizes, including visibility of cost and revenue drivers, alignment of investment and market adoption, and client usage insights for heads of product/market teams; profitability and customer satisfaction metrics and enabling clarity across the entire delivery team for the head of the retirement/benefits business; as well as cost reduction, customer satisfaction, exception management and governance benefits for the head of client services.

“In today’s economy, powerful forces are changing the way financial services firms conduct business – plans are essentially being commoditized while complexity, cost of customer service and regulatory scrutiny are steadily increasing,” said Lisa Weil, vice president of Industry Solutions at ProcessUnity. “ProcessUnity’s SDRM solution is perfectly suited to help financial services firms redefine and optimize their service offerings in a rapidly evolving business environment.”


About ProcessUnity, Inc.

ProcessUnity is a risk management software company headquartered in historic Concord, Massachusetts. ProcessUnity’s Software as a Service solutions (SaaS) provide organizations with the visibility and control they need to assess, measure, and mitigate risk and to ensure the optimal performance of key business processes. Customers and partners benefit from the ease of use, fast deployment, and low total cost of ownership associated with ProcessUnity’s risk, compliance, and operational control solutions. For more information, visit

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ProcessUnity is a leading provider of cloud-based applications for risk and compliance management. The company’s software as a service (SaaS) platform gives organizations the control to assess, measure, and mitigate risk and to ensure the optimal performance of key business processes. ProcessUnity’s flagship solution, ProcessUnity Vendor Risk Management, protects companies and their brands by reducing risks from third-party vendors and suppliers. ProcessUnity helps customers effectively and efficiently assess and monitor both new and existing vendors – from initial due diligence and onboarding through termination. Headquartered outside of Boston, Massachusetts, ProcessUnity is used by the world’s leading financial service firms and commercial enterprises. For more information, visit