business management process management presentations

Global BPM and Workflow Awards 2009

Description

Future Strategies Inc., is pleased to announce the Gold and Silver Winners for the 2009 Global Awards for Excellence in Business Process Management (BPM) and Workflow. Co-sponsored by WfMC, BPMFocus.org and BPM.com and now in their 16th year, these prestigious awards recognize user organizations that have demonstrably excelled in implementing innovative business process solutions to meet strategic business objectives. There are five geographical regions. Gold and Silver Awards winners are selected from the finalists.

Transcript

16th Annual Awards Global Awards for Excellence in BPM & Workflow Judges : Nathaniel Palmer, Bob Puccinelli, Cor Visser, Ken Mei, Francesco Battista Lead Judge: Derek Miers Awards Director: Layna Fischer Future Strategies Inc Media support by Recognizing Excellence in BPM & Workflow

  • Europe
  • North America
  • Middle East/Africa
  • Pacific Rim
  • South and Central America
Innovation Implementation Impact Assessment Criteria
  • Innovation
    • Innovative use of BPM technology to solve unique problems
    • Creative and successful implementation of advanced BPM concepts
    • Level of integration with other technologies and legacy systems
    • Degree of complexity in the business process and underlying IT architecture
  • Implementation
    • Successful BPM and/or workflow implementation methodology
    • Size, scope and quality of change management process
    • Scope and scale of the implementation (e.g. size, geography, inter-company processes)
  • Impact
    • Extent and quantifiable impact of productivity improvements
    • Significance of cost savings
    • Level of increased revenues, product enhancements, customer service or quality improvements
    • Impact of the system on competitive positioning in the marketplace
    • Proven strategic importance to the organization's mission
    • Degree to which the system enabled a culture change within the organization and methodology for achieving that change
Finalists
  • Europe
    • Faculty of Manufacturing Technologies, TUKE, Slovakia nominated by Czestochowa University of Technology, Poland
    • Homeloan Management Limited (HML), UK nominated by Lombardi Software, USA
    • SNS Bank IT, Netherlands nominated by Red Hat, Netherlands
    • Swisscard AECS AG, Switzerland nominated by Action Technologies Inc., USA
  • Middle-East Africa
    • Abu Dhabi Commercial Bank, United Arab Emirates nominated by Newgen Software Technologies Ltd., India
    • NAFITH Logistics PSC, Jordan nominated by TraxAware Software LLC, Jordan
    • Nokia Siemens Networks, United Arab Emirates nominated by Appian, USA
    • South African Post Office, South Africa nominated by Pétanque Consultancy, South Africa
  • North America
    • AmerisourceBergen Corporation, USA nominated by Metastorm, USA
    • Citi GTS Group, USA nominated by Pegasystems Inc., USA
    • Lincoln Trust Company, USA nominated by Lincoln Trust Company, USA
    • Nuclear Regulatory Commission, USA nominated by HandySoft, USA
    • Pinellas County, Florida, USA nominated by Global 360, Inc., USA
    • San Francisco Public Utilities Commission, USA nominated by Interfacing Technologies Corp., Canada
    • San Joaquin County Information Systems Division, USA nominated by Oracle, USA
  • Pacific Rim
    • AEGON Religare Life Insurance Company LTD., India nominated by DST Global Solutions, Hong Kong
    • Genpact Ltd., India nominated by Savvion Inc., USA
    • Ranbaxy Laboratories Limited, India nominated by Newgen Software Technologies, India
    • Reliance Life Insurance, India nominated by Savvion Inc., USA
    • South Australia Department of the Premier and Cabinet, Australia nominated by HandySoft, USA
  • South and Central America
    • QUALA SA, Colombia nominated by Pectra Technology, USA
Trends Seen From the Entries
  • Multiple, complex processes automated
  • Portal implementations (B2E, B2B, B2C)
  • Broad organizational initiatives
    • Finance product management and Credit Card processes
    • E-gov and value chain integration
    • Center of Excellence Approaches
    • Engagement of the wider organization
  • In many cases, still too much emphasis on technology rather than the business issues
    • How the Challenges were met, Pitfalls overcome, Learning Points taken to heart, Team Structures dealt with the issue, etc.
    • Important to communicate the real business benefits (not the technology)
    • Many of the submissions were lacking meaningful baseline metrics
  • Sophistication in Africa, Middle East and South America
Europe Silver Award SNS Bank, Netherlands nominated by Red Hat, Netherlands and Homeloan Management Limited, UK nominated by Lombardi Software , USA SNS Bank, Netherlands
  • Situation
    • Looked to develop fully automated processes, integrating across channels
    • Delivering savings products online
    • SOA, BPM, Open Source; Seeking cost reduction
  • Implementation & Innovation
    • Repository with re-usable processes
    • Integrated JBoss with Rules Engine and front end web applications
  • Benefits
    • Two weeks to two days for savings product requests
    • Enabled seamless exchanges between the different departments, customers and applications
    • Envisioning a full-scale banking store, integrating STP with BPM across channels
Homeloan Management, UK
  • Situation
    • Outsourced mortgage administration solutions to over 30 lenders
    • Manual, complex processes; Wanted to improve, streamline and increase overall control of the processes
    • Automate repeatable, efficient, consistent strategies across the client base
  • Implementation & Innovation
    • Model and automate the complex credit management strategies of each client (over 50 different strategies); Modular components developed and adapted to specific constraints
    • Integrated with document production
    • Center of Excellence approach
  • Benefits
    • 22 FTE’s saved (£400K process architect)
    • Rapidly adopt new strategies without lengthy development and testing
    • Improved compliance and radical reduction of errors
    • Clients a pay by results pricing structure (accounts cured rather than activity levels)
Europe Gold Award Swisscard AECS, Switzerland nominated by Action Technologies, USA Integrator Action Solutions AG Swisscard AECS, Switzerland
  • Situation
    • Service operation, offering merged credit card support
    • Time to market issues; multiple contact-points
    • Credit Cards, Loyalty Programs, Corporate Customers, Co-branded Cards
    • Faced increasing regulatory and risk issues
  • Implementation & Innovation
    • Combined BPM principles and software agent technology (wrapping new and legacy applications)
    • Extending workflow boundaries to include external customers
    • Humans & software agents participate in Case Management (Meta-Cases)
    • Wide range of processes – full lifecycle, applications to chargebacks
  • Benefits
    • ROI of 338% (based only on the cost savings); NPV over $1 million in 2009 (first year)
    • 40% reduction in cycle time; 30% increase in productivity; Information quality of 10%
Swisscard AECS, Switzerland
  • Daniel Böhringer
  • Head of Risk Services
Middle East-Africa Silver Award South African Post Office nominated by Pétanque Consultancy, South Africa and NAFITH Logistics PSC, Jordan nominated by TraxAware Software LLC, Jordan South African Post Office
  • Situation
    • New business model agreed in 2007
    • “ to become more accessible, more customer focused, more innovative in generating revenue and finding new and better ways of providing services to the urban and rural communities”
  • Implementation and Innovation
    • BPM applied in a low IT focus, high people impact formula
    • “ Created an environment for teamwork and buy-in at all levels, focusing on transparency, collaboration and interdepartmental exchange of current and best practice processes”
    • Business-wide engagement program
  • Benefits
    • Impacting staff at all levels, customers, partners and suppliers, and the South African Government (shareholder)
    • New partnerships; new products;
    • Cost savings, time reductions (employee onboarding, project implementation, etc); Productivity (role clarity, removing duplication
    • Framework for longer term change and performance metrics
NAFITH Logistics PSC, Jordan
  • Situation
    • 250 employee organization spread over 39 remote locations working on a 24/7 shift structure to manage and control all trucks going in and out of the city of Aqaba
    • Enhance the culture through the creation of transparent HR processes
    • Transform the public-sector mentality to a corporate one
    • Create well defined business processes catering to all aspects of day-to-day work and procedures
  • Implementation and Innovation
    • Reengineering of current manual internal processes
    • Development of standard business rules that serve the processes
    • web based Portal for HR, Content Management & Warehouse Management
  • Benefits
    • The 45% savings in paper translates directly into 1.4 MT of paper
    • Saving 3 FTE’s, 5% Fuel Reduction, Cars
    • Time reduction – 50% less administration; 60% in HR; 20% employee form-filling; Process duration – e.g. vacation request from 3-5 days to 3 hrs
Middle East-Africa Gold Award Nokia Siemens Networks, UAE nominated by Appian, USA Nokia Siemens Networks, UAE
  • Situation
    • Merger of Siemens and Nokia Networks - CSI employs 4000 staff; T/O €500 million pa; Array of inflexible and disconnected tools
  • Implementation and Innovation
    • CSI process framework; BPMS to manage the business effectively and support growth
    • Touches all functional areas within CSI, suppliers and customers incl Service Delivery, Resource/Competency Mgt, Sales Mgt, Tech Support, Product & Portfolio Mgt, Remote Delivery & Offshoring
  • Benefits
    • € 1.8 million investment, CSI has calculated a €12 million annual productivity savings pa
    • Real time end-to-end business and project visibility in 15 months
    • Improved employee utilization; common language
Nokia Siemens Networks, UAE
  • Nick Deacon, Nokia Siemens Networks
North America Silver Award AmerisourceBergen, U.S. nominated by Metastorm, USA and County of San Joaquin, California, USA nominated by Oracle USA AmerisourceBergen, U.S.A.
  • Situation
    • Global Pharma – maintaining high standards while managing growth; creating efficiencies; making better and faster decisions; ensuring regulatory and legal compliance
    • Numerous relationships with manufacturers, pharmacies, and hospitals
  • Implementation and Innovation
    • Established a BPM Center of Excellence
    • Deployed and optimized nearly 200 processes with approximately 3,000 global users (with a team of 4)
  • Benefits
    • Establish more efficient and accurate tracking capabilities
    • Significantly reduce chargeback disputes
    • Improve transaction transparency and improved supplier collaboration
    • Empower more process-centric thinking across multiple departments
    • “ Total annual benefits are in the tens of millions of dollars”
    • Example - Accounts payable process has improved reconciliations from 20% a month to 70% a month
County of San Joaquin, California
  • Situation
    • providing a wide and diverse range of programs and services to over 650,000 County residents
    • Range of programs - Health care services; Community Centers and Parks; many State and Federal mandated programs; Criminal Justice Information System (CJIS)
    • Decreasing Budgets; Changing Demographics; Service Constrained by Organizational Structure and existing Processes
  • Implementation and Innovation
    • Implement service-oriented architecture (SOA);
    • BPM-BPEL
    • Established key project benchmarks
  • Benefits
    • Improved processing of Warrants by providing BAM dashboards to users
    • Reduced interface development time from 6 months to 1 month
    • Reduced implementation time for COTS applications
    • Reduction in the number of system interfaces by adopting a publish/subscribe architecture
North America Gold Award Lincoln Trust Company, USA nominated by Lincoln Trust Company, USA Lincoln Trust Company
  • Situation
    • Recently spun off; 350 employees & $15 billion assets
    • Manage non-traditional financial assets such as private placements, promissory notes, offshore funds; residential and commercial real estate
    • Using BPM technology to manage all strategic processes of the organization
  • Implementation and Innovation
    • Client web portal; Integrated process with VOIP telephone system
    • BPM practice center – common shared processes; implemented 15 enterprise wide business processes impacting 10 different operational business units
  • Benefits
    • 90% reduction in customer complaints
    • Year one ROI of 120%; overall cost savings of $2.2M
    • decreased process cycle times in some areas by up to 75%
    • Now process 75% of volumes prior to a divestiture with 25% of the original staff
    • Generate additional revenue by encouraging clients to “upgrade” accounts
Lincoln Trust Company
  • Helen Cousins, EVP/ CIO
  • Joan Manning, EVP Operations
Helen Cousins, (left) and Joan Manning Pacific Rim Silver Award Reliance Life Insurance, India nominated by Savvion Inc., USA Reliance Life Insurance, India
  • Situation
    • In just two years of operation, Reliance Life Insurance has exceeded 2 million policies and is among the country’s fastest growing life insurance firms in new business premiums with a year-over-year growth rate of 195 percent
  • Implementation and Innovation
    • BPM governance council
    • BPM provided the backbone and orchestrated multiple systems including Documentum, LifeAsia (on AS/400), Policy Tracking and InsureConnect.
    • Highly distributed multiple teams/departments across geographies, partners
  • Benefits
    • Reduce processing time for new policies from 2 weeks to 4 hours
    • Transaction costs of underwriting significantly reduced due to the automation achieved
    • Enabled services via multiple channels
Pacific Rim Gold Award South Australia Department of the Premier and Cabinet nominated by HandySoft, USA South Australia Department of the Premier and Cabinet
  • Situation
    • Cabinet Submissions and Notes for Cabinet and the associated briefings
    • Processes require collaboration and negotiation across more than 20 directorates and agencies with more than 40,000 potential participants
    • Highly dynamic, heavily paper-based, prone to security breaches
  • Implementation and Innovation
    • Portal; Paperless environment for Cabinet proceedings
    • Case Management and Action Tracking; Structured and Unstructured Processes
  • Benefits
    • Hundreds of thousands of dollars savings
    • DPC has realized “time reductions” as well as “productivity improvements.” DPC plans a full ROI analysis in 2010.
South Australia Department of the Premier and Cabinet
  • Tanya Smith Deputy Chief Executive of the Department of the Premier and Cabinet
South & Central America Silver Award NO SILVER AWARDED THIS YEAR South & Central America Gold Award QUALA SA, Colombia nominated by Pectra Technology, USA QUALA SA, Colombia
  • Situation
    • Multinational dedicated to the production and distribution of food
    • Agility, greater scalability in the operations the same organization
  • Implementation and Innovation
    • Integration of the value chain
    • 6 core processes - supply and logistics, investment project evaluation, prices & promotions, product traceability & temporary staff management
    • 300 internal users at 6 different locations, and over 200 external users
  • Benefits
    • HR Processes - time reduction (-250%) 5  2 days; productivity (+145%); expense reduction (USD 55,000 monthly)
    • 70% more sales than in 2006
    • Integration of 800 suppliers into Value Chain
QUALA SA, Colombia
  • MARIA CRISTINA COBOS MUÑOZ
  • IT Development Manager
QUALA Team 2009 Winners
  • Europe
  • Gold
  • Swisscard AECS AG, Switzerland
    • Nominated by Action Technologies Inc., USA
  • Silver (tie)
  • SNS Bank IT, Netherlands
    • Nominated by Red Hat, Netherlands
  • Homeloan Management Llt (HML), UK
    • Nominated by Lombardi Software, USA
  •   Middle-East Africa
  • Gold
  • Nokia Siemens Networks, UAE
    • Nominated by Appian, USA
  • Silver (tie)
  • South African Post Office, South Africa
    • Nominated by Pétanque Consultancy, South Africa
  • NAFITH Logistics PSC, Jordan
    • Nominated by TraxAware Software LLC, Jordan
  •  
  • North America
  • Gold
  • Lincoln Trust Company, USA
    • Nominated by Lincoln Trust Company, USA
  • Silver (tie)
  • AmerisourceBergen Corporation, USA
    • Nominated by Metastorm, USA
  • San Joaquin County, USA
    • Nominated by Oracle, USA
  • Pacific Rim
  • Gold
  • South Australia Dept of the Premier and Cabinet, Australia
    • Nominated by HandySoft, USA
  • Silver
  • Reliance Life Insurance, India
    • Nominated by Savvion Inc., USA
  • South and Central America
  • Gold
  • QUALA SA, Colombia
    • Nominated by Pectra Technology, USA
Thank you! Our congratulations again to the Finalists and Winners. Derek Miers, BPM Focus. Lead Judge Layna Fischer, Awards Director and Publisher Future Strategies Inc. The recording and slides will be posted to www.BPMF.org within a few days.