SharePoint Conference Recap - Business Process Automation Session
FileBound Automation Conference 2016
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Transcript of FileBound Automation Conference 2016
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FILEBOUND AUTOMATE CONFERENCE
Heather MagicDirector of Individual and Group Administration
Delta Dental of Colorado
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©2016 Upland Software, Inc.
INTRODUCTION+ Delta Dental of Colorado
+ Established in 1958, Delta Dental of Colorado is the state’s leading dental benefits company, serving more than one million members with high-quality, cost-effective dental plans. A nonprofit organization, Delta Dental of Colorado’s mission is to improve the oral health of the communities it serves
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INTRODUCTION+ Director of Group and Individual Administration
+ ECM Project Sponsor
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©2016 Upland Software, Inc.
BECOMING A FILEBOUND CUSTOMER+ Upland FileBound tools implemented
+ Repository, External eForms, Internal eForms, Enterprise Workflow
+ Started as a repository search only+ Quickly became a pursuit to embrace a methodology of automation
Out of space Finding documents
Recreating documents
Disaster Recovery
No clear and reproducible processes
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©2016 Upland Software, Inc.
AUTOMATED DOCUMENT GENERATION
• Solution utilizes Enterprise eForms & Workflow
• Automates integration with Business Data
• Automates document generation for process completion
01. Group Booklets & Contracts
• Solved hours of document creation in minutes
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©2016 Upland Software, Inc.
WORK ALLOCATION• Solution utilizes Enterprise eForms
& Workflow
• Solution notifies sender once work items have been assigned
• Automated work assignments02. Email Distribution
• Process is used within 4 teams
• Solved work allocation Issues• Solved process visibility issues• Solved notification to sender issues
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BUSINESS PROCESS MANAGEMENT
• Solution utilizes Enterprise eForms & Workflow
• Automates integration with Business Data
• Automates integration with Enterprise Web Crawler and manages through automation the assembling of documents and data from web sources
• Automates document generation for process completion
03. Dentist Onboarding
• Process spans 3 departments
• Solved Compliance Accountability• Solved Process issues• Solved Process Visibility issues
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BUSINESS PROCESS MANAGEMENT
• Solution utilizes Enterprise eForms & Workflow
• Automates integration with Business Data
• Automates communication with Sales Team
04. Change Checklist
• Process spans 5 departments
• Solved Process issues that other attempts could not solve
• Solved Process Visibility issues
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BUSINESS PROCESS MANAGEMENT
• Solution utilizes Enterprise eForms & Workflow
• Automates integration with Business Data
• Automates integration with Enterprise Web Crawler and manages through automation the assembling of documents and data from web sources
• Automates communication with the Broker
• Automates document generation for process completion
05. Broker Onboarding
• Process spans 2 departments
• Solved Process issues• Solve Visibility issues
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©2016 Upland Software, Inc.
BUSINESS PROCESS MANAGEMENT
• Solution utilizes Enterprise eForms & Workflow
• Automates Contract approval process
• Automates Contract renewal process
06. Contract Management
• Process spans all departments and Senior Leadership Team
• Solved Process issues• Solve Visibility issues
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DELTA DENTAL OF COLORADO SUCCESS+ Increased productivity
+ More is done with less manual Steps+ Increased Accuracy
+ The correct managed process is performed every time+ System performed automation
+ SLAs can now be measured and are being met+ Visibility and Accountability
+ Across Department Processes+ Across Organization Processes
+ True and measurable KPIs have been met+ No longer best guess work or intuition based upon past performance
+ ROIs have exceeded all original expectations+ Direct lower operational and administrative costs
ROI+ ROI’s were between
57% and 76% for the different projects
+ More documents processed
+ More work completed+ More overall savings
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DELTA DENTAL STAKEHOLDER SUCCESS+ Dentist
+ Brought into the Delta Dental network more quickly+ Resolve issues more quickly+ Re-credentialing process is much faster and streamlined
+ Brokers+ Begin selling Delta Dental policies more quickly+ Verification process is much faster and streamlined
+ Groups (Organizations)+ Resolve issues more quickly+ Group Employees receive dental services more quickly
+ Individuals+ Resolve issues more quickly+ Individuals and their families receive dental services more quickly
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LESSONS LEARNED+ Success is a partnership
+ Internal partners+ External partners
+ Work with the right FileBound Partner+ Delta Dental of Colorado found Tromba Technologies to be the perfect FileBound partner
+ Constant internal communication with internal Senior Leadership
+ Constant communication between Delta Dental of Colorado and Tromba
+ There has to be a champion internally with the overall vision (not just a single project vision)!
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WHAT’S NEXT?+ Group Onboarding
+ Continue to expand on bringing manual business process into managed FileBound business processes
+ Continue to expand on bringing manual business tasks into managed FileBound automation
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Q & A
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Thank you! Heather MagicDirector Delta Dental of [email protected]