ProcessMaker Case Studies BanRegio Transforms from Manual Processes to an Intelligently Automated Digital Bank

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	BanRegio Transforms from Manual Processes to an Intelligently Automated Digital Bank ProcessMaker

BanRegio Transforms from Manual Processes to an Intelligently Automated Digital Bank

ProcessMaker

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Functions	Business Operation
Use Cases	Process Control & Optimization
Services	System Integration
Challenge	Before the implementation of ProcessMaker, BanRegio was operating on a blend of manual processes and minimal software applications. The lack of automation technology during the workflow process prevented BanRegio from delivering its highest customer satisfaction potential. The bank needed to migrate data from an Excel spreadsheet and individual workstations to a central location and more robust application. BanRegio’s processes and calculations needed to be organized and managed more efficiently, then incorporated into newly defined workflows. The bank needed to build out a plan for standard operating procedures for evaluating process performance and efficiency. The institution wanted to provide its customers with the ability to track the progress of its claims. Finally, BanRegio wanted to reduce its response times to customer inquiries to improve the customer experience. Read More
About Customer	BanRegio is a publicly traded bank with a net worth of $4 billion. Since its establishment in 1994, the bank has been committed to providing a high level of knowledge and experience to its clients. BanRegio operates 133 branches in 44 cities in central and northern Mexico. It offers services mainly for small and medium-sized companies, such as business loans, leasing, factoring and working capital loans. The bank's mission is to be in tune with its customers and the market to deliver the best experience possible. Read More
Solution	By leveraging the ProcessMaker platform, BanRegio implemented an online app that would service the customer’s investments. Administrative personnel created forms that would automatically be routed onto its appropriate path to provide quick and efficient response times. Additionally, ProcessMaker allowed retail store customers to easily file and track their claims and concerns. BanRegio integrated its Pentaho reports with ProcessMaker, allowing managers to monitor the average process and customer response times. Those managers used that information to then evaluate the effectiveness of their processes. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Applicable Functions

Business Operation

Use Cases

Process Control & Optimization

Services

System Integration

Challenge

Before the implementation of ProcessMaker, BanRegio was operating on a blend of manual processes and minimal software applications. The lack of automation technology during the workflow process prevented BanRegio from delivering its highest customer satisfaction potential. The bank needed to migrate data from an Excel spreadsheet and individual workstations to a central location and more robust application. BanRegio’s processes and calculations needed to be organized and managed more efficiently, then incorporated into newly defined workflows. The bank needed to build out a plan for standard operating procedures for evaluating process performance and efficiency. The institution wanted to provide its customers with the ability to track the progress of its claims. Finally, BanRegio wanted to reduce its response times to customer inquiries to improve the customer experience.

About Customer

BanRegio is a publicly traded bank with a net worth of $4 billion. Since its establishment in 1994, the bank has been committed to providing a high level of knowledge and experience to its clients. BanRegio operates 133 branches in 44 cities in central and northern Mexico. It offers services mainly for small and medium-sized companies, such as business loans, leasing, factoring and working capital loans. The bank's mission is to be in tune with its customers and the market to deliver the best experience possible.

Solution

By leveraging the ProcessMaker platform, BanRegio implemented an online app that would service the customer’s investments. Administrative personnel created forms that would automatically be routed onto its appropriate path to provide quick and efficient response times. Additionally, ProcessMaker allowed retail store customers to easily file and track their claims and concerns. BanRegio integrated its Pentaho reports with ProcessMaker, allowing managers to monitor the average process and customer response times. Those managers used that information to then evaluate the effectiveness of their processes.

Impact #1	Implemented 14 new internal processes
Impact #2	Stronger, automated process management
Impact #3	Instilled greater customer confidence and experience

Impact #1

Implemented 14 new internal processes

Impact #2

Stronger, automated process management

Impact #3

Instilled greater customer confidence and experience

Benefit #1	2,000+ cases per month, and 200+ daily file requests
Benefit #2	Reduced turnaround time for requests and approvals

Benefit #1

2,000+ cases per month, and 200+ daily file requests

Benefit #2

Reduced turnaround time for requests and approvals

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Overview

BanRegio Transforms from Manual Processes to an Intelligently Automated Digital Bank

Operational Impact

Quantitative Benefit