A fund administrator shares the secret to implementing workflow orchestration successfully (2026)

We don’t need to tell you that workflow orchestration implementation can boost productivity, reduce errors, and take busywork off your peoples’ plates, you already know.

But, every time you try to move forward, the same doubts likely crop up…

• “This sounds like a multi-year IT project”
• “We're accountants and fund administrators, not tech people”
• “We can't let implementation disrupt our client work”
• “We tried implementing [previous platform] and it was a disaster”
• “We're too busy with clients to take on something this big”

These concerns have stalled countless orchestration projects. Corporate and fund administrators who see the value still can't picture how implementation works. So they stick with spreadsheets propped up by time-consuming and error-prone manual workflows.

Meanwhile, the problems pile up. Margins erode. Clients leave for competitors who can deliver faster. And your team burns out fighting the same fires every quarter.

The costs are quantifiable. The Drawdown's 2025 Fund Administration Report found that 59% of fund administrators deal with delays, confusion, and costly rework from manual process errors. More concerning is that 65% face uncomfortable client conversations, 61% lose internal credibility, and 54% trigger reputational or compliance issues, all consequences of sticking with manual workflows.

The thing is, the custom-built automation projects you might have suffered through years ago could certainly cost an arm and a leg and take months to implement. But that’s far from the case when it comes to today’s no-code business process management platforms.

Read on to see what it looks like – and how long it takes – when a leading fund administrator deploys modern process orchestration across their organisation today.

What successful orchestration implementation actually looks like

We’re willing to bet you’ve been involved in pricey custom-built workflow automation projects in the past. Fund administration technology implementation can be a nightmare.

Do you identify with the following?…

• The RFP process dragged on for months
• Custom development took over 6 months
• Piloting the software ate up another quarter
• Rollout and training took another few months on top off all that

It was probably at least 12 months before you started seeing a return on investment from a custom-built solution. Usually more.

Enate’s different. Orchestration solutions like ours are no-code which means you're live with your first orchestrated workflow in 6-8 weeks. Not "planning to go live" – actually delivering value.

The difference? There’s no custom development needed – and no technical expertise needed from your team. Ready-made connectors mean your existing systems integrate in days, not months. And templates mean you're not building workflows from scratch.

Plus, you can start with the workflows that matter most, see results fast, then expand based on what you’ve learned.

Implementing without disrupting your client work

Obviously, you can't afford missed SLAs or confused teams while you're onboarding a new solution. The stakes are real. 51% of fund administrators report errors in fund performance metrics as a consequence of manual processes, while 61% rely on manual secondary reviews to catch mistakes. You need a solution that improves accuracy without adding risk during transition.

So the key question is:

How much is implementing process orchestration going to disrupt your client service?

Well, when we onboarded the global fund administration service provider Vistra onto our platform, they maintained full client service throughout. No SLA breaches, no client complaints – just a smooth transition from email-based chaos to orchestrated workflows.

Here’s how we did it..

Implemented quickly

Vistra had 100+ users live within 10 weeks of initial rollout. The speed means less time in transition and faster return to business as usual.

Started with low stakes, then expanded out

Vistra rolled out Enate to teams handling 60-80% of transactional volume first, then expanded based on lessons learned. That meant the wrinkles were ironed out when the stakes were low, rather than when client relationships were on the line.

Iterated on success

After the first rollout went well, Vistra expanded from 100 users to 500 over six months. And they tweaked their approach as they went, rather than betting everything on a single deployment.

Inside Vistra's implementation

Vistra was facing a buffet of operational challenges that might sound familiar to your own.

Multiple disconnected systems across fund accounting, registry, and reporting. Excel-based processes bridging system gaps. Limited visibility into multi-step workflows. Scaling challenges as their client portfolio grew. Manual processes that prevented efficient growth.

Here’s how Enate helped Vistra

Vistra started by deploying Enate in their entity management operations across India, Hong Kong, and Singapore. This gave them a clear starting point to prove the platform before expanding to other areas.

Our consulting team spent the first two weeks mapping Vistra's current workflows and identifying quick wins. They focused on processes where manual handoffs created the biggest bottlenecks.

Over the next month, Enate connected Vistra's existing systems and deployed the first orchestrated workflows. Fund admin teams explained how things should work and we handled the technical setup.

And after just ten weeks, Vistra had over a hundred users live across teams handling their highest transaction volumes. To get them up to speed fast, training focused on what changed in people's daily work, not platform features.

After these early wins, Vistra expanded from 100 to 500 users over the next few months. They tweaked workflows based on what the data showed and added more complex processes. By the end of 2025, they reached 500 users. At the time of writing, they’ve got plans to scale to 2,500 Enate users in 2026.

The results? 500% ROI within 9 months. 15% operational savings. 25% faster client onboarding. And visibility that transformed how they manage operations.

Kiran Sinharoy, Vistra’s Managing Director, describes the impact: “With Enate, our operational managers and leaders can see how to manage workload, how to manage volumes, and what the blockers are. That visibility has helped us identify where to implement full case management, because we can now see the end-to-end processes and touch points, not just the volume of tickets.”

Our team helped Vistra achieve these results without disrupting client service, without hiring tech experts, and without the multi-year timeline they initially feared.

As a result, Kiran believes orchestration is essential. “Think of orchestration like your entity management system or Microsoft license, as foundational infrastructure for running services at scale,” she told us. “There's no concept of Enate being a luxury. You need to start treating it as almost like how you need a Microsoft license to run your business.”

That's the shift successful implementation creates. Orchestration moves from “nice to have” to “how did we ever operate without this?”

Getting started with orchestration implementation

The fund and corporate administrators who successfully implement orchestration share one thing: they start.

Not with a perfect plan. Not with unlimited resources. Not with technical expertise they don't have. They start with one high-value workflow, Enate's consulting team, and a realistic picture of those first 6-8 weeks.

The worries about implementation are real. But they shouldn't stop you from fixing operational problems that are costing you margin, clients, and competitive ground every quarter you wait.

Denise Allison, Capgemini's Senior Director, summed up her experience like this: “Enate is one of the most seamless implementations I've been involved with. It represents the gold standard.”

Continuing with Excel bridging and email-based workflows costs a lot more than a guided deployment that delivers value in weeks. Vistra proved that. And your corporate administration operation could be next.

Book a demo to see what rolling out workflow orchestration would look like for your specific workflows and systems.

‍