Small Steps, Big Change

Business Process Management

Software & Solutions

Puneet Bakshi

Confluence of extraordinary events...

And then disaster…

• Change comes from everywhere

Regulatory

Organizational evolution

Response to external factors

Expected VS unexpected

Immediate vs gradual

• Change is inevitable and is as sure as death and

taxes…

• Any organization wishing to achieve operational

excellence must have a plan in place to deal with

change

Change comes from everywhere…

• SwiftTrade is an online trading

brokerage firm

• Were looking at a period of rapid growth with a

rapid uptick in their trading platform

• Lacked a global presence and required expansion

to other geographic regions and additional offices

• Needed to expand rapidly and ensure consistency

PROBLEM: How do you maintain the consistency that

has made the organization successful to date?

Dealing with Rapid Change

Create business

process applications

quickly on a visual

canvas, with minimum

coding.

Optimize time-to-

solution, costs and use

of resources.

Create

Automate manual processes

• Human actions and tasks

• Integration between systems

• End-to-end process applications

Remove human latency and reduceprocessing costs.

Increase efficiency.

Automate

SwiftTrade went on to open 38 new office locations

in one year

The used our BPM platform to ensure process

consistency and approach

The platform allowed them to automate aspects of

compliance and risk

Reduced incremental

operational cost of each

additional office

Dealing with Rapid Change

There’s no way we could have

executed our explosive growth,

going from 27 offices to 65 in

one year, without using

Sequence from PNMsoft

Peter Beck, SwiftTrade President

Dealing with Rapid Change

Quick to deploy

Easy to change

Simple to monitor progress

Quick to introduce process improvements

Embraced by users

Enabled by Sequence’s HotChange®

Sequence & KYC

• AON are a large risk, insurance

and HR services provider

• AON’s customers were struggling

with managing their pension programs

– Difficulty managing complex local plans and regulations

– Lack of insight into current operations

– Lack of foresight into future needs

– Unorganized data

PROBLEM: How do you manage changing needs?

How can you adequately understand performance?

Adapting to Change

HotChange® technology

enables ongoing change

to processes, responding

to changes in the

business and its needs.

Keep up with the

market, competition and

regulators.

Change

Optimize business operations, with:

• Intelligent Analytics

• Formal and Informal collaboration

• Day to day Mobility

Improved communication

Optimized and real-time

decision making

Ongoing process improvement

Optimize

• AON (using Sequence as the workflow engine)

developed a tool called Greater Insight enabling

companies to analyze and manage the programs:

– Management of financial and provisional data for greater

insight on current process

– Compliance checks to ensure accordance with legislation

– Real-time analytics and reporting across

geographical locations

– Better understanding of current and

future needs

– Ability to respond quickly to changing

needs

Adapting to Change

Sequence is user friendly, flexible, and

easy to configure by our operations

people. It provides visibility to our clients

because they can login to our platform

and view their case status. The outcome

for Aon Hewitt is that Sequence drives

consistency and ensures we give a better

service to our clients.

STUART TOLL

Chief Architect, Aon Hewitt EMEA

Adapting to Change

Closing the Loop

The species most adaptable to change,

survives

Charles Darwin