FlowForma Case Studies Online Workflows Advance Digital Transformation for Insurance Companies

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	Online Workflows Advance Digital Transformation for Insurance Companies FlowForma

Online Workflows Advance Digital Transformation for Insurance Companies

FlowForma

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Platform as a Service (PaaS) - Application Development Platforms
Applicable Functions	Business Operation Human Resources
Use Cases	Predictive Maintenance Regulatory Compliance Monitoring
Services	Software Design & Engineering Services System Integration
Challenge	Aon, one of the world’s largest insurance brokers, was looking for a tool to customize workflows, quickly and easily, replacing legacy processes with automated processes that save time and money. Different business units had their own way of recording and sharing information, usually a combination of Excel spreadsheets and paperwork, increasingly at odds with the IT department’s digital transformation strategy. They wanted a single data repository, a central location supporting highly automated processes that were transparent and auditable, ticking boxes around compliance, which is front and center in what an insurance company does. Read More
About Customer	Aon is one of the world's largest insurance brokers with a strong presence in Ireland, where it operates five sites and employs around 700 people. The company is always looking for new ways to improve processes, drive productivity, and increase efficiencies. The goal of Robbie Molloy, Product Manager responsible for SharePoint services, was to find a tool to customize workflows, quickly and easily, replacing legacy processes with automated processes that save time and money. Different business units had their own way of recording and sharing information, usually a combination of Excel spreadsheets and paperwork, increasingly at odds with the IT department’s digital transformation strategy. Read More
Solution	Aon adopted FlowForma Process Automation as part of its digital transformation strategy. Robbie Molloy, the Product Manager responsible for SharePoint services, has built nearly 30 processes to date using the application's Design Manager feature. One of the first processes built was a HR Onboarding/Offboarding system for new hires and leavers. The priority was to put in place a workflow that an auditor could use to ensure no one had access to information or systems that they shouldn’t. Another flow was designed to make sure GDPR requests about the use of personal information are tracked and recorded accurately. All up-to-date information is instantly available in a central repository for inspection. Other processes include an Insurer Amendments process, an Insurance Vetting System, an Internal Transfers process, a Complaints process, and an IT outage recording process. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Platform as a Service (PaaS) - Application Development Platforms

Applicable Functions

Business Operation

Human Resources

Use Cases

Predictive Maintenance

Regulatory Compliance Monitoring

Services

Software Design & Engineering Services

System Integration

Challenge

Aon, one of the world’s largest insurance brokers, was looking for a tool to customize workflows, quickly and easily, replacing legacy processes with automated processes that save time and money. Different business units had their own way of recording and sharing information, usually a combination of Excel spreadsheets and paperwork, increasingly at odds with the IT department’s digital transformation strategy. They wanted a single data repository, a central location supporting highly automated processes that were transparent and auditable, ticking boxes around compliance, which is front and center in what an insurance company does.

About Customer

Aon is one of the world's largest insurance brokers with a strong presence in Ireland, where it operates five sites and employs around 700 people. The company is always looking for new ways to improve processes, drive productivity, and increase efficiencies. The goal of Robbie Molloy, Product Manager responsible for SharePoint services, was to find a tool to customize workflows, quickly and easily, replacing legacy processes with automated processes that save time and money. Different business units had their own way of recording and sharing information, usually a combination of Excel spreadsheets and paperwork, increasingly at odds with the IT department’s digital transformation strategy.

Solution

Aon adopted FlowForma Process Automation as part of its digital transformation strategy. Robbie Molloy, the Product Manager responsible for SharePoint services, has built nearly 30 processes to date using the application's Design Manager feature. One of the first processes built was a HR Onboarding/Offboarding system for new hires and leavers. The priority was to put in place a workflow that an auditor could use to ensure no one had access to information or systems that they shouldn’t. Another flow was designed to make sure GDPR requests about the use of personal information are tracked and recorded accurately. All up-to-date information is instantly available in a central repository for inspection. Other processes include an Insurer Amendments process, an Insurance Vetting System, an Internal Transfers process, a Complaints process, and an IT outage recording process.

Impact #1	Automation projects are completed in days not months.
Impact #2	Processes are standardized around a single repository which aids audits and compliance.
Impact #3	'No code' development encourages business-wide adoption.

Impact #1

Automation projects are completed in days not months.

Impact #2

Processes are standardized around a single repository which aids audits and compliance.

Impact #3

'No code' development encourages business-wide adoption.

Benefit #1	FlowForma customers are live with digital processes, empowered and self-sufficient within 4 weeks of onboarding, and secure a return on investment within 6 weeks.

Benefit #1

FlowForma customers are live with digital processes, empowered and self-sufficient within 4 weeks of onboarding, and secure a return on investment within 6 weeks.

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Overview

Online Workflows Advance Digital Transformation for Insurance Companies

Operational Impact

Quantitative Benefit