The Problem
As one of the world's leading international insurance providers, they previously used traditional process and task mining tools with minimal success. They weren't satisfied with the outcomes and wanted to improve visibility on its complex underwriting process. The process for underwriting new insurance was complex. The client wanted to understand the process reality and where the time actually goes in every step. More traditional methods of mapping the processes were not successful in solving this visibility challenge due to the following:
- There was a multitude of business applications involved in the process.
- 90% of all processing work happened outside of the main underwriting business app.
- here was a mixed legacy and modern IT landscape.
To make the underwriting process more efficient, an overhaul was needed beyond the scope of basic process and task mining tools.
The Solution
With ProcessMaker's Process Intelligence, the insurance organization analyzed the entire underwriting process, including its internal teams, business partner teams, and dozens of shared business applications and tools. E - Eliminate ProcessMaker's Process Intelligence unveils overlapping, duplicate, and pointless work in process steps for more meaningful work and quicker returns. S - Standardize ProcessMaker's Process Intelligence shows various teams’ methods to identify the most effective way of working and become a fully optimized organization. A - Automate ProcessMaker's Process Intelligence reveals manual work on business apps to show quickly automatable process steps and long workflows for RPA.
Above is the visualization of the underwriting process challenge


