IntelliPro BPMS - Reference Customer Implementation Guide

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IntelliPro BPMS Customer Projects

Transcript of IntelliPro BPMS - Reference Customer Implementation Guide

IntelliPro BPMSCustomer Projects

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Enhancing customer

satisfaction by

real-time tracking

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Automation of Machine Process

Client: The largest CNC machine toolbuilder, with over 10,000 machineinstallations locally and globally.

Problem: Manual machine data entryoperations resulted in dataduplication/errors

Solution: Automation of the MachineAssembly Process using IntelliPro BPMSthe client could decentralize anddigitize machine data entry operationsthat eliminated data duplication/errorsand provided Real-Time machineassembly status to their Customers andManagement

Benefits: Reduced Machine AssemblyCycle-Time and improved customersatisfaction rating in 3 months.

Manufacturing

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Automation of Production Process

No more deviations

in deliverables and

timelines

Client: A leading manufacturer of watchstrapsand metal bracelets to watch companies andretailers with 5 production units.

Problem: The production involved 17 differentsteps and the client was unable to monitor time

loss due to rework and material losses, due torejections. There was deviation in deliverytimelines and output because of rework and highrejections.

Solution: IntelliPro BPMS integrated bar codescanning system and automated the end-to-endproduction process from tracking of raw materialstock on the floor to converting them to finishedproduct. At every step of production, the inputmaterial and time information was captured

accurately and monitored on a real-time basis,enabling the client to find and analyse the gapsmonth on month in the production process.

Benefits: Within 6 months, the rejection rate wasreduced by 92% and delivery timelines were metby eliminating the rework by 95%.

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Manufacturing

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Client: One of the largest bearingsmanufacturing company with operationsin multiple countries

Problem: The Purchase Request approvalprocess involved multiple levels ofworkflows based on the hierarchy of therequester and multiple approval pathsbased on the purchase amount. Themanual process was taking a lot of timeresulting in delays in PO generation andsending POs to vendors.

Solution: By automating the PurchaseRequest Process based on roles and

multiple rules using IntelliPro BPMS, theclient was able to eliminate paperworkcompletely and accelerate the POgeneration process.

Benefits: The entire PO approval cycletime was reduced from 5 days to lessthan a day.

Automation of Purchase Request Process to

Purchase Order Generation

Eliminating

paperwork and

reducing PO

approval cycle time

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Manufacturing

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Complete order

fulfilment automation

Automated sales order, production and

goods dispatch process

Benefits: Automating the entire orderfulfilment process enabled 77% improvementin productivity and 95% improvement inoutput quality. The reporting module allowedmanagement to view batch and model wisedelivery reports, reject and rework report.Based on these insights inventory and

operations planning was optimized.

Client: A preferred auto parts vendor forglobal automotive companies like Hyundai

Problem: The client wanted to introduce bestpractices to meet customer demands byeliminating paper based processes andautomating end-to-end processes from salesorder to production to goods dispatch.

Solution: Using IntelliPro, the entire processfrom receiving the customer order toproducing the component to delivering thefinished product to the customer and raisingan invoice and sending the invoice to thecustomer was completely automated.

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Manufacturing

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Automation of Equipment Design Process

Tracking and

Retrieving design

documents through

workflow

Client: A telecom equipmentmanufacturing company

Problem: Challenges in capturing and

executing equipment designs based oncustomer requirement. The design had togo through various levels of collaborationand approval before it was given to theproduction team. Since the entireprocess was manual, there was delay incoordination and collaboration.

Solution: IntelliPro BPMS with DMSintegration automated the entireEquipment Design Process collaboration

and approval. Based on the workflow,the design documents were shared withvarious departments for collaborationand the final approved design documentwas then sent to the production team.

Benefits: Faster design approvals

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Manufacturing

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Oil and Gas

Planned system

maintenance,

ceasing bottlenecks

in plant operations

System Deactivation Process

Client: One of Asia’s largest Petrochemicalcompanies.

Problem: The existing enterprise applications werenot able to automate some of the processes thatwere critical for plant operations, one of thembeing the Device Deactivation approval process,part of routine preventive maintenance. Theapproval was based on the type of device, thenumber of days of deactivation and whether itwas a new request or extension of an existingdeactivation period request. The entire processwas manual and time consuming.

Solution: Automating the Device DeactivationProcess based on multiple rules using IntelliProBPMS, the time for the approval process wasconsiderably reduced. The authorities were alsoable to track the deactivation status in real-time.

Benefits: The reporting module provided system-

wise deactivation/activation insights that helpedthe client to plan their maintenance eventswithout hampering the plant operations.

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Banking

Information Technology Service Management

(ITSM) Process

Simplifying

technical support

operations

Client: One of the largest banks in Southeast Asia

Problem: The client was looking for IT ServicesManagement solution, that gives them flexibility

and adaptability to match up to their growing ITinfrastructure support needs. The majority of ITSMtools available in the market were hardcodedwith extensive vendor dependency to make anychanges.

Solution: IntelliPro BPMS technical consultingteam worked closely with the Bank’s IT Team tobuild a process centric ITSM solution that couldbe easily customized by in-house IT teams. UsingIntelliPro rules, SLAs were defined based on theissue criticality and alerts were set to monitor SLAdeviations.

Benefits: IntelliPro integrated with an existing DMSto build a strong information portal (KM) thatreduced basic/entry level queries by 55% in 3months, enabling technical support executivesto focus on resolving high/critical issues thatmight effect bank operations severely.

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Insurance

Rules based

work allocation

Streamlining distribution of Claims Form to

Date Entry Vendors

Client: A leading Third Party Administrator of healthinsurance with offices across 10 cities receiving around2000 claims per day.

Problem: The renaming of the scanned files of the claimsforms along with the hospital receipts according toInward Number generated by their existing system anddistribution of these scanned claims forms to data entryvendors was done manually. There were errors whenrenaming the scanned files with the right Inward Numberwhich resulted in delays in data entry. The personallocating the files to the data entry vendors, also had tofollow rules where he was supposed to prioritize theallocation based on criteria like city, corporate andinsurance company. Since this process was manual, itwas time consuming and error prone resulting in pileup ofprevious days work.

Solution: IntelliPro BPMS automated the entire process byauto renaming the scanned files as per the InwardNumber and followed rules based file allocation tovendors as per the priority, with no manual intervention.

Benefits: The productivity increased by 87% in a month

with 100% accuracy in file renaming activity. © Intellileap Solutions

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Insurance

Automation of Auto Quote Insurance Process

Redesign Processes

and Redefine Rules

according to market

dynamics.

Client: A leading automotive insurancecompany

Problem: The client wanted to automate theinsurance quote generation using a rules engineby asking customers to fill their vehicle detailsthrough an online form

Solution: Using IntelliPro, the web forms weredesigned, the rules were defined and autogeneration pf quote was enabled for customers.For exceptions that were outside the rules, anauto generated message was sent to customersto contact the customer care. IntelliPro BPMSgave the client an edge to modify the form andrules at anytime based on key influencing factorssuch as government regulation, companypolicies and competition

Benefits: Ability to provide instant quotes to

prospects improved customer conversion ratesby 40%

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Manufacturing

Speed-up

procurement

process improving

Vendor Collaboration

Vendor Collaboration Process in the area

of procure to pay

Client: One of the large beverages bottling company

Problem: Once the PO was generated using their ERP,the entire communication with the vendor from sendingthe PO to receiving the goods to making the paymentwere through different channels like email, fax, mail,

phone leading to difficulties in tracking the PO resultingin conflicts with vendors.

Solution: IntelliPro BPMS automated the completeprocure to pay process starting from sending the PO tothe vendor, allowing the vendor to accept, seekclarifications and deliver the goods and the client beingable to do a quantity check and a quality check beforeconfirming the delivery to the vendor who can then raisethe invoice allowing the client to make the payment,with the vendor confirming the payment as a last step.

Benefits: The collaboration between customer’swarehouse department and vendors improved, resultingin better quality deliverables and an increase OTIF ratefrom 38% to 81% in just 10 weeks .

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Retail

Repair and after sales support process

Item Repair and

Service process

made simple

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Client: A leading distributor and retailer of mobile

phones

Problem: Their mobile repair process was completely

manual which involved multiple internal steps after

the customer comes to the store and hands over the

mobile with defects for repair. Internally the mobile is

sent to the warehouse where the actual repair takes

place and the process involved back and forth

communication between the store, warehouse and

the customer. Since it was a manual process there

were communication delays and dissatisfied

customers.

Solution: The entire repair process was automated

using IntelliPro BPMS, SLAs were set for both the repair

and response time and the entire process was

monitored in real-time with automated email and

SMS communication to customers on the repair

status.

Benefits: With this the customer satisfaction rating

improved from an average 2.5 stars to 4.8 Stars in 3

months.

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BPO

HR recruitment and on-boarding process

Reducing Recruitment

to On-boarding

process from months

to weeks.

Client: World’s largest healthcare BPO

Problem: Was evaluating a HRMS solution in thearea of recruitment and onboarding for theirstaffing and ODC project business units.

Solution: Intellileap Solutions was selected as thepreferred partner for Process Consulting andAutomation of HR process. The consulting andimplementation team designed and automatedthe Recruitment to On-boarding process withsub-processes, using IntelliPro BPMS, to managevendors who sourced profiles, conductedbackground checks, and also integrate withthird party tools for behavioural assessments,Training and Certification programs, rules engineto check for grade, CTC, experience and rolesbefore deciding on the CTC resulting in zero dayonboarding.

Benefits: The Recruitment to On-boarding cycletime was reduced by 67%. With efficient profilesourcing, the cost per hire was reduced by 40%.

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Government

Faster application

processing with

enhanced data

accuracy

Company registration and License

Renewal Process

Client: A Government agency responsible for promotingand registering new companies

Problem: There were over 120 types of applications forlicense registration, renewal and funding based on thetype of industry. Applicants had to download the formfrom the Govt website and submit the hardcopy whichthen went through multiple levels of approval within theGovt. The entire process was time consuming with novisibility to applicants on the status of their application.Time limits set for processing each application type werenever met.

Solution: Using IntelliPro BPMS, all the 120 plus forms weredesigned and applicants were able to submit theapplications online. The entire approval process wasautomated with real-time application status visibility forboth the Govt officials and the applicants. The seamlessintegration with existing IT systems and well designed

workflow, enabling two-way communication betweenGovt officials and applicants for clarifications enabled theprocess to meet the set time limits.

Benefits: Automation brought about transparency andefficiency in application processing with the processingtime reduced from 4 months to 1 month © Intellileap Solutions

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Government

Automation of candidate registration and

certification process

Visibility into usage

of training funds

Client: An agency under the Government wasresponsible for driving and funding training anddevelopment initiatives through various registeredtraining institutes to improve workforce skills and

capabilities across the country

Problem: The entire set of processes from trainingregistration, certification, feedback and payment wereall manual resulting in difficulty in getting the desiredreports on training attendance, performance andpayments.

Solution: Using IntelliPro BPMS, the entire process fromcandidate registration, attendance to feedback acrossdifferent training programs and institutes were

automated. The payment to training institutes were alsoautomated based on the number of attendees. Variousreports were provided to the Govt agency on thetraining program performance in terms of attendanceand quality. IntelliPro was also integrated with GoogleMaps facilitating easy location of training centres.

Benefits: Better visibility into usage of training funds

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Education

Single platform

with multiple

solutions

Automated sales enquiry to project

closure process

Client: One of the world’s leading competency providersin the mobile telecommunications sector providing hands-on technical courses, technical mentorship programs,seminars and implementation projects.

Problem: Once an enquiry was received, the client teamshad to collaborate internally to prepare the SOW andsend to prospects. And once the client gets the PO theywill collaborate to complete the project and once theircustomer approves raise an invoice and collect thepayment. Manual processes with only legacy systems and

excel sheets had made client’s operations inefficient..

Solution: Using IntelliPro BPMS, core processes wereautomated – Lead to Order, Project Feasibility to ProjectCompletion including Customer Payment Process.

Benefits: Faster project approval and execution

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© Intellileap Solutions

Government

Automate Member Registration and

Event Registration Process

Member enrolment

made simple and

smart

Client: Government organization responsible forpromoting and developing women and minorityentrepreneurship programs

Problem: Our customer had become a driving force fornurturing skills and development of women

entrepreneurship. With 50% increase in new memberapplications, 75% increase in membership upgradationrequests and frequent member information changerequests had derailed their traditional paper basedmember registration operations.

Solution: Using IntelliPro BPMS, new member applicationand membership upgradation request processing wasautomated. Existing data & processes were digitized in 4weeks. Extending the automation to Event Registrationprocess, further making our customer operations morecomprehensive and simple.

Benefits: 100% elimination of paperwork enablingcustomers to manage and track application status inreal-time. Members were able to update their companyand contact information online, resulting in 98% increasein productivity of member enrolment department andthey could focus on adding more members month andmonth.© Intellileap Solutions

© Intellileap Solutions

Why IntelliPro BPMS

IntelliPro BPMS is a cutting edge BPM platform that allows users

• to design and automate processes

• assign tasks to users and groups

• set rules and conditions to decide the process flow

• set thresholds and escalations to improve process efficiency

• connect to external systems to pull and push data

• monitor the process execution in real time

• provide a set of reports to change and optimize the process

The advantage of using IntelliPro BPMS to build and automate processes is that, the solution is quick to

implement, simple to manage and the processes and rules are easy to modify as per changing

business requirements.

IntelliPro BPMS User Interface has been meticulously designed to enable even non-technical users to

create rapid applications with process approach. Concept of No Code/ Low Code

IntelliPro BPMS is a HTML 5 powered BPM Suite that can be accessed seamlessly across devices and on

all platforms. Seamless functional capability on multiple browsers

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About Intellileap

Intellileap Solutions is a global product company headquartered in Bangalore, India.

Intellileap combines deep technology acumen with industry knowledge to enable

organizations meet their business goals and achieve high performance through IntelliPro

BPMS. IntelliPro BPMS is a comprehensive Business Process Management Suite developed

using cutting edge technologies and innovation while keeping dynamic requirements of the

enterprises in sharp focus.

For more details contact:

email: [email protected]

Ph: +91 80 4161 8442

Website: www.intellileapsolutions.com