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Six Sigma for Transactional and Financial Processes

Six Sigma is often seen as a factory tool, yet the biggest gains in banks, insurers, and shared service centres come from fixing paperwork, approvals, and financial processes. This course adapts the define, measure, analyse, improve, and control approach to transactional work. Delegates learn to cut errors, delays, and rework in African back office and financial operations where variation is hard to see.

What you will be able to do

  • Apply the Six Sigma improvement cycle to transactional and financial processes.
  • Define a transactional problem with clear scope and customer impact.
  • Measure process performance where outputs are documents and decisions.
  • Analyse causes of errors, delays, and rework in office processes.
  • Design and test improvements that reduce variation and cycle time.
  • Establish controls that hold gains in a paperwork driven environment.

Course outline

  1. 01Six Sigma Beyond the Factory
  2. 02Defining Transactional Problems
  3. 03Measuring Documents and Decisions
  4. 04Analysing Errors, Delays, and Rework
  5. 05Improving Office Process Flow
  6. 06Reducing Variation in Approvals
  7. 07Controls for Sustained Gains

Who should attend

This course suits process improvement practitioners, finance and operations managers, and analysts working in banking, insurance, shared services, and other transactional environments.

Dates, venues and fees

DatesVenueDaysFeeCalendar
17 to 19 Aug 2026Harare3US$1,500
24 to 26 Aug 2026Kampala3US$1,500
31 Aug to 2 Sep 2026Dar es Salaam3US$1,500
7 to 9 Sep 2026Pretoria3R13,000
14 to 16 Sep 2026Cape Town3R13,000
28 to 30 Sep 2026Online3US$900
5 to 7 Oct 2026Mozambique3US$1,500
12 to 14 Oct 2026Cairo3US$1,500
19 to 21 Oct 2026Accra3US$1,500
26 to 28 Oct 2026Lusaka3US$1,500
2 to 4 Nov 2026Kigali3US$1,500
9 to 11 Nov 2026Nairobi3US$1,500
16 to 18 Nov 2026Durban3R13,000
23 to 25 Nov 2026Johannesburg3R13,000
7 to 9 Dec 2026Mauritius3US$1,500
14 to 16 Dec 2026Dubai3US$1,500
21 to 23 Dec 2026Lagos3US$1,500

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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