Portfolio
Portfolio

Work that has already shipped.

Straightline is new. The work behind it is not.

01 — The work

Bigger company. Same Monday morning.

Use case 1 — Asset management, fund factsheets

From month-end eyeballing to one automated pass

Context

Factsheets are the bread and butter of any asset manager. They are the document an investor reads before deciding to stake their own money. Every figure has to be right: a misrepresentation does reputational damage that lasts, and is reportable to the regulator.

The situation

Production involved collecting data from varied sources, internal and external, each arriving in their own format, then hand-compiling it into a spreadsheet and checking it by eye. After the vendor renders the final PDFs, someone manually eyeballs all 200 of them against the source to confirm nothing has shifted.

What we built
In 30 fragmented sources, varied format
  1. 01 — Collect End-to-end data source collection, with exceptions and tracking all in one dashboard
  2. 02 — Check Preemptive data quality checks, so discrepancies arrive already flagged instead of being searched for
  3. 03 — Compare Every finished document compared back against its source
Out 200 factsheets — verified, accurate, timely
The outcome

1.5 person's worth of work time returned to the team, and invested into projects rather than into the slack. The preemptive quality checks also caught errors that manual checking had been missing all along.

At a glance
  • 200factsheets a month, checked end to end
  • 30separate data sources, consolidated automatically
1.5

person's worth of work time, reinvested into other projects

Measured as

Hours saved against a 40-hour week. The freed capacity was moved onto other projects, so it was created in practice, not just on paper.

Use case 2 — Asset management, reporting data

From chasing 80 parties to overseeing one dashboard

Context

A regional asset manager ran a reporting cycle requiring data from 80 different parties. One operations team chased, checked and consolidated every submission by hand.

The problem

Reminders by email. Eight rounds of checks per submission. Errors found late and chased individually. Statuses living in inboxes. Two permanent employees fully dedicated to mundane coordination instead of judgement.

What we did

Mapped the cycle first, then automated only the repetition:

Before
Before: eighty separate parties converging by hand on one operations team, with manual chasing, checking, re-chasing and tracking at every step. CHASE CHECK RE-CHASE TRACK
  • Chasingby email
  • Checkingeight rounds per submission
  • Trackingstatuses living in inboxes
After
After: the same inputs flow into one straight pipeline — automated reminders, then validation, then a live dashboard — with the team standing beside it, overseeing. REMIND VALIDATE DASHBOARD
  • Chasingautomated reminders
  • Checkingvalidation built in, errors flagged on arrival
  • Trackingone live dashboard: who’s in, who’s late, what’s failing
Result

Two roles freed and redeployed to higher-value work. Errors caught at source. The team stopped chasing and started overseeing.

At a glance
  • 80separate parties feeding one monthly cycle
  • 8rounds of checks per submission
2

roles freed and redeployed to higher-value work

Measured as

Two and a half people were on the job. Two of them were moved onto other projects, so the figure is roles actually redeployed, not hours saved.

02 — Next step

Same work, your scale.

Your business is smaller than the ones above, and that works in your favour.
Fewer systems, fewer people, less to unpick.

Trevin Tan  ·  trevintan@straightline.sg  ·  +65 8142 9920

Client and vendor names are withheld. Figures are as measured at the time of delivery, on the basis stated with each case.