The shared challenge
Participants run Meridian Financial, a fictional learning organisation. Loan Application requests move through roles with different priorities and responsibilities. Teams experience the flow, agree improvements and compare performance through three facilitated rounds.
How the work connects
ILLUSTRATIVE PROCESS FLOW
REQUESTLoan Application↓
- 01Front Office→
- 02KYC→
- 03Underwriting↓
- 04Risk←
- 05Approval←
- 06Settlement↓
CUSTOMER OUTCOMECompleted and checked
Errors and rejected work return for correction.
SUPPORT ACROSS THE FLOWComplianceMail Room
The decisions you make together
- Select a small number of quick wins before redesigning the wider process.
- Decide how to combine flow, pull and error-proofing within the simulated workflow.
- Resolve handoff problems across front office, compliance, underwriting and settlement.
- Preserve the simulation’s required checks while changing roles and layout.
What the experience develops
Recognise silo thinking across financial-services functions.
Connect quality criteria with first-pass yield and cycle time.
Practise team-led root-cause analysis and transfer lessons to an improvement action plan.
From the simulation to your business
The debrief connects what happened in the rounds to your organisation: shared performance measures, handoffs, leadership choices and personal contribution. Participants identify realistic actions and a practical improvement experiment to take back into work.
CLAIM RUNNER is a facilitated role-play with digital scoring dashboards. The company and scenario are fictional learning environments.