webinar - top 5 strategies for digital process agility

Jorge García, Principal AnalystTechnology Evaluation CentersJorge is a senior business intelligence (BI) and data management analyst for TEC. He has more than 20 years of experience in all phases of application development, database and data warehouse (DWH) design, as well as 9 years in project management, covering best practices and new technologies in the BI/DWH space.

Jan Marek, BPM Team LeaderGeneraliWith millions of policy holders worldwide, including some of the world's best known multinational companies and brands, Generali provides comprehensive insurance products. Jan supports the business as BPM Leader, he orchestrates the high-risk corporate system which currently processes up to 11,000 cases. His methods reduced time of quotation by 40% and enabled Generali to embark on a Digital Transformation Journey.

Speakers

Moderator

John Webster, Chief Marketing OfficerBizagi

Who are Bizagi?

From design to automation and deployment, Bizagi supports the complete BPM and process

application development lifecycle to make digital transformation a reality

Global Customers & Partners

Our Topic Today

Top 5 Strategies for Digital Process AgilityExploring five practical strategies for business process management in the digital economy.

Discussion Points:

1. Selecting process management technologies

2. How to start small, but think big

3. Ensuring continuous innovation delivery

4. Combining flexibility with simplification

5. Foundations for a BPM Center of Excellence

TOP 5 STRATEGIES FOR DIGITAL PROCESS AGILITYSURVEY QUESTION 1

What is your primary driver for adopting a process management and automation platform?

a. Increasing customer satisfaction

b. Complying with regulatory pressures

c. Reducing operating costs

TOP 5 STRATEGIES FOR DIGITAL PROCESS AGILITYWHAT IS BPM?

“Business process management is a discipline involving any combination of modeling, automation, execution, control, measurement, and optimization of business activity flows, in support of enterprise goals, spanning systems, employees, customers, and partners within and beyond the enterprise boundaries.”

—Workflow Management Coalition

“With Digital Transformation the consumer, rather than the technology, is in the driver’s seat, and this matters.”

— Forbes

TOP 5 STRATEGIES FOR DIGITAL PROCESS AGILITYWHY AND WHEN DO WE NEED BPM SOFTWARE?

Top 3 reasons why implementing BPM software works in the digital economy:

• Accommodate increased business complexity

• Facilitate collaboration

• Increase process interaction

TOP 5 STRATEGIES FOR DIGITAL PROCESS AGILITYWHAT ARE THE BENEFITS?

• Doing things right• Avoids waste arising from manual effort, poor

collaboration, and inability to monitor progress• Result: time savings

Efficiency

• Doing or using the right things• Enables focus and control• Result: better exception handling, better decision

makingEffectiveness

• Rapid response to customer needs• Ability to adapt rapidly to business changes• Driver for change can be internal or external• Result: improved compliance, no delays or fines

Agility

TOP 5 STRATEGIES FOR DIGITAL PROCESS AGILITYBOOSTING CUSTOMER EXPERIENCE

BPM main contributions:

• Lower cost of operation

• Improved product, service quality, and delivery timelines

• Increased personalization

• Customer-centric decision making

TOP 5 STRATEGIES FOR DIGITAL PROCESS AGILITYBOOSTING CUSTOMER EXPERIENCE

It’s key to understand:

• The role of BPM in customer serviceo Technology can enable rapid process evolution for

customer-service goals

• The importance of BPM in customer experienceo BPM automation capabilities can increase the value of

human interaction

• How to use BPM to drive customer experience goalso Advantages include ability to do larger-scale projects

and offer complementary tools and services


To what degree does your organization consider the customer experience when designing operational processes?

a. High: Customer experience is crucial for process design

b. Medium: Important, but other considerations come first

c. Low: Process design needs to follow internal compliance

TOP 5 STRATEGIES FOR DIGITAL PROCESS AGILITYCHALLENGES AND OPPORTUNITIES

Avoid solely IT-led BPM projects

• Focus on processes with real business benefits• Promote customer-centric processes• Build inward- and outward-looking processes

React promptly to business change

• Enhance process control and measurement• Improve process monitoring and optimization

Make BPM “agile”• Adapt continually and rapidly to changes• Narrow the gap between design and

deployment

Challenge Opportunities to:

TOP 5 STRATEGIES FOR DIGITAL PROCESS AGILITY TOP 5 STRATEGIES

5 Top Strategies for Digital Process Agility

1. Select a best-fit process management/automation solution

2. Start small, but think big

3. Ensure continuous innovation

4. Combine flexibility and simplification

5. Establish the foundation for a BPM center of excellence (CoE)

TOP 5 STRATEGIES FOR DIGITAL PROCESS AGILITYTOP 5 STRATEGIES

Data-centric architecture

Comprehensive functionality

Universal access

Flexible deployment

Simple interfaces

Ease of use

Native mobility

1. Select a BPM and Automation Solution: Main Factors


1. Select a BPM and Automation Solution: Functionality

Management Automation

Process modeling Automated execution

Security management Integration

Process collaboration Process orchestration

Form management

Workflow portal

Process execution

Monitoring and management

Process analytics


Initiative, not a project

Having a clear business case

Developing a good roadmap

Getting executive support

2. Start Small, Think Big

TOP 5 STRATEGIES FOR DIGITAL PROCESS AGILITY TOP 5 STRATEGIES

• Improve efficiency and reduced risks

• Ensure measurability

• Enhance consistency, repeatability, and transferability

• Ensure compliance and transparency

• Promote sustainability

• Increase technology integration

3. Ensure Continuous Innovation


4. Combine Flexibility and Simplification

“Agile” process design

Process and productivity

management

Logic focused employee/user

satisfaction

Effective operations

management

Effective content management

Effective team management


Governance

Project Status

Track Value Delivered

Process Portfolio

Skills

Standards

Reusable Services

5. Establish the Foundation for a BPM CoE


In your view, what is the most important capability a BPM platform should have to deliver digital process efficiency and automation improvement?

a. Comprehensive functionality

b. Flexible deployment

c. Simple interfaces and ease of use for all

d. Native mobility

© 2016 BIZAGI AND GENERALI | BIZAGI USAGE IN LIFE INSURANCE

1. 2. 3. 4. 5. 6.7.

Who is Generali?

What was the primary business need for a BPM solution?

Key challenges in implementing a BPM solution?

What were Generali looking for in a BPM solution? Why Bizagi?

What was the business impact of Bizagi?

Future Projects Focus

Key Learnings to date

Bizagi at Work – The Generali Story


Why BPM?Who is Generali? Generali and Ceska Pojistovna provides both

individual life and non-life insurance, and insurance for small, medium and large clients in the industrial, agricultural and business risks.

The company has more than 3,900 employees and 5,600 sales representatives in more than 4,500 sales branches.

Manages nearly eight million insurance contracts and its market share in the market reached 23.9 percent.


Driven by customer expectations: Transparency Flexibility Control Multi-channel

What was the business need for a BPM Solution?


What were the most important goals?• Speed up the process of policy binding

and make it transparent to our business partners

• Offer to our business partners paperless process of policy binding including e-signature

• Cover complete process of policy binding including medical a risk client evaluation

• Enable users parallel processing during the policy binding


What were the main business challenges that a BPM solution needed to address?

Process of policy binding contains a lot of different process / departments

Back-office uses different systems with limited workflow ability

Enable users to assign multiple cases according different criteria with a single click


What were you looking for in a BPM solution? Single customizable workflow

Easy to integrate Measure the SLA per user In-house development Optimize existing processes


Why did you choose Bizagi?

BPM Modeller provided for free Fast implementation, supports multi-language Fast migration to TEST/Production environments Building the application completely in-house Technical support from Bizagi


What was the impact of Bizagi BPM? Real time reports and SLA per user, department, etc.

Daily we process 400 policies Over 600 various documents from DMS

Average core process duration: 4 days and 61 minutes Strong integration with our DMS Printing & emailing solution Automatic Payment processing with Policy Management System Automatic Policy creation in policy management system


Future Projects? Policy Cancellation and MTA processes

Those processes will enable our customers to transparently and fast process the change or cancellation of the policy

TBD: Q2 2016

Compliance Processes Project will cover customer or internal complaints and provide the customer clear

result of how the complaint was solved TBD: Q3 2016


What did you learn so far?Start with process that is working and grow fast!

Include business people in development on a regular basis

Use Agile Methodology (SCRUM, etc.)

Deliver the first version of the process ASAP

Deliver the changes to the business people every week

DO NOT go for the big bang. Rather plan a series of small controlled deployments

Questions Answers

5 Top Strategies for Digital Process Agility

Select a best-fit process management/automation solution Start small, but think big. Your digital process endeavour is an initiative Ensure continuous innovation Combine flexibility and simplification Set the foundation for a BPM Center of Excellence (COE)

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BIZAGI COPYRIGHT © 20156 | #BIZAGILIVE

John Webster | E-mail: [email protected] Jorge García | E-mail: [email protected] Jan Marek | E-mail: [email protected]

Thank you

webinar - top 5 strategies for digital process agility

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