Nintex Case Studies ClearView Streamlines Operations with Nintex Promapp

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	ClearView Streamlines Operations with Nintex Promapp Nintex

ClearView Streamlines Operations with Nintex Promapp

Nintex

Applicable Industries	Finance & Insurance
Use Cases	Inventory Management Usage-Based Insurance
Challenge	ClearView, an ASX-listed company managing over $6.9 billion in funds and $148 million in life insurance policies, faced a significant challenge in its operations. The company's senior management team identified that some of their existing processes had become unclear, leading to inefficiencies and reduced productivity. This situation was further complicated by the company's mix of long-term staff and recent arrivals. While some employees were accustomed to the existing processes, others brought different approaches to tasks, creating inconsistency and confusion. Recognizing the need for change, ClearView decided to explore the market for a better way to manage their business processes. Read More
About Customer	ClearView is an ASX-listed company that has been providing financial services to Australians since 1976. The company manages more than $6.9 billion in funds and $148 million in life insurance policies. ClearView's range includes investment, superannuation, and retirement alternatives, as well as life insurance cover. The company has a network of branches extending across New South Wales, Queensland, Victoria, and Western Australia. Read More
Solution	After reviewing several options, ClearView chose to implement Nintex Promapp, a process management tool. The planning and implementation of this solution were completed within five months. One of the most significant benefits of the Nintex Promapp deployment was the company's ability to simplify its process for documenting procedures. The software also helped drive a continuous improvement mindset within the company, providing a 'living tool' that visually represents how the organization operates. Nintex Promapp is structured around an 80/20 approach, where most processes are standard and occur 80 percent of the time, while the remaining 20 percent can be captured through 'what-if' scenarios. This structure helps keep day-to-day operations on track. Additionally, Nintex Promapp helped ClearView create a series of forms that manage workflow in key areas such as complaints, incidents, and claims notifications. Read More Log in to view content
Contents

Applicable Industries

Finance & Insurance

Use Cases

Inventory Management

Usage-Based Insurance

Challenge

ClearView, an ASX-listed company managing over $6.9 billion in funds and $148 million in life insurance policies, faced a significant challenge in its operations. The company's senior management team identified that some of their existing processes had become unclear, leading to inefficiencies and reduced productivity. This situation was further complicated by the company's mix of long-term staff and recent arrivals. While some employees were accustomed to the existing processes, others brought different approaches to tasks, creating inconsistency and confusion. Recognizing the need for change, ClearView decided to explore the market for a better way to manage their business processes.

About Customer

ClearView is an ASX-listed company that has been providing financial services to Australians since 1976. The company manages more than $6.9 billion in funds and $148 million in life insurance policies. ClearView's range includes investment, superannuation, and retirement alternatives, as well as life insurance cover. The company has a network of branches extending across New South Wales, Queensland, Victoria, and Western Australia.

Solution

After reviewing several options, ClearView chose to implement Nintex Promapp, a process management tool. The planning and implementation of this solution were completed within five months. One of the most significant benefits of the Nintex Promapp deployment was the company's ability to simplify its process for documenting procedures. The software also helped drive a continuous improvement mindset within the company, providing a 'living tool' that visually represents how the organization operates. Nintex Promapp is structured around an 80/20 approach, where most processes are standard and occur 80 percent of the time, while the remaining 20 percent can be captured through 'what-if' scenarios. This structure helps keep day-to-day operations on track. Additionally, Nintex Promapp helped ClearView create a series of forms that manage workflow in key areas such as complaints, incidents, and claims notifications.

Impact #1	The implementation of Nintex Promapp has brought about significant operational improvements for ClearView. The company has been able to simplify its process for documenting procedures, making it easier to manage complaints, incidents, and claims notifications workflow. The software has also helped drive a continuous improvement mindset within the company, providing a visual representation of how the organization operates. This has led to a more efficient and productive work environment. ClearView is now focused on implementing a continuous improvement program, using Nintex Promapp to improve focus on quality and reporting.

Impact #1

The implementation of Nintex Promapp has brought about significant operational improvements for ClearView. The company has been able to simplify its process for documenting procedures, making it easier to manage complaints, incidents, and claims notifications workflow. The software has also helped drive a continuous improvement mindset within the company, providing a visual representation of how the organization operates. This has led to a more efficient and productive work environment. ClearView is now focused on implementing a continuous improvement program, using Nintex Promapp to improve focus on quality and reporting.

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Overview

ClearView Streamlines Operations with Nintex Promapp

Operational Impact