About / Why Dacumen
One specialist partner for advice, software and daily operations.
A credit manager looking to improve its operations will often consider a consultancy, a software vendor and an outsourced operations provider. Each typically addresses one part of the requirement. Dacumen provides operating model advice, software implementation and managed services through one team that works exclusively in bank loans and private credit.
The alternatives
What each option provides, and what remains with you.
| Option | What it provides | What typically remains with the manager |
|---|---|---|
| A consultancy | Analysis and a recommendation | Implementing the recommendation and managing the new process |
| A software vendor | A software system | Process design, data preparation and day-to-day operations |
| An outsourced operations provider | Operational capacity | Adapting its processes to the provider’s systems and operating model |
| Dacumen | Advice, software and managed services from one team | The decisions that require the manager’s judgment or approval |
A recommendation, a system and an operations service often come from three different firms. At Dacumen, one team advises, implements and manages daily operations under a named engagement lead.
Four differentiators
Why credit managers choose Dacumen.
Credit specialization
We work exclusively in bank loans and private credit. Our staff deal with agent notices, borrowing bases, trustee reconciliations and loan settlement every day, so an engagement can begin with the client’s specific problem and does not require an introduction to the instruments.
Continuity from advice to daily operations
The practitioners who advise a client also implement what they recommend, and our managed services staff then operate the processes and systems that were implemented. The knowledge gained at each stage stays within one team, and the people who proposed a design are responsible for making it work in practice.
Purpose-built products
Orion, SmartRec, TradePath and Levfolio were each designed for a specific function in credit operations, and they work alongside a manager’s existing systems. Clients can use the products themselves or have our managed services staff operate them on their behalf.
Clear engagement governance
Every engagement has a named lead, service levels agreed in writing and a defined escalation route. New processes run in parallel with the existing ones before replacing them, and approvals are recorded as each task is completed.
Placeholder
Named practitioner as evidence: link each differentiator to the leader accountable for it once leadership bios are approved.
Delivery practice
How we govern every engagement.
These practices apply to advisory engagements, implementations and managed services alike.
- A named engagement lead
- One senior practitioner is responsible for the engagement from initial scoping through to steady-state operations.
- Agreed service levels
- Before work begins, we agree in writing what we will deliver and how our performance will be measured.
- Parallel runs
- New processes and systems run alongside the existing ones until their outputs agree.
- Defined escalation
- Matters that require a client decision are escalated through a route agreed at the outset, and we complete the supporting analysis before raising them.
- Recorded approvals
- Approvals, exceptions and their resolutions are recorded as each process is performed, so the audit trail already exists when it is requested.
Discuss your priorities.
Tell us about the operational issue that concerns you most, and a senior practitioner will reply personally.