Lombardi-BPM-Customer-Success-Stories-Matrix-Blinded-20100311

Customer Stories and Patterns in a Matrix View

Lombardi Customer Use Cases Across Verticals & Patterns Click on Hyperlinks Use Cases Workflow Exception Visibility App Dev Program Blueprint Energy Handling Product Launch Complexity Automatic Inventory Notification Improving Account Processing Time Modernizing Legacy Apps Complying with Regulations Get Us A Customer!!! Federal Fed. Compliance Through System Integration Classified Classified Managing External Applications Classified Mapping Simple to Complex Processes Financial Reducing Cycle Time with Automation Decreasing Process Complexity Improving Lending Process Building Apps 50% Faster with BPM Deploying Multiple Processes Worldwide Units Collaborate Healthcare Streamlining New Hire On-Boarding Tracking Variables to Find Problems Improving Performance Measurements Upgrading Grants Processing Managing Patient Cases and Enrollment Collaborating with Vendors Industrial Streamlining Supply Chain Transactions Managing Changes Effectively Minimizing Distressed Shipments Increasing Engineering Productivity Furthering BPM Investment Standardizing Process Improvement Insurance Routing Requests Automatically Tracking and Managing Exceptions Gaining Real-Time Control Synchronizing HR Activities Problem Solving via Repeatable Approach Sharing Best Practices Across Enterprise Retail Managing Extensive HR Processes Replenishing Variable Inventory Accurately Forecasting Promotions Streamlining Order-to-Cash Process Deploying Various Processes Re-Engineering an Entire Business Services Managing a Sales Process Improving Hotel Inventory Management Coordinating Teams for Billing Adjustments Developing Standardized Processes Improving Business Apps with BPM Creating Apps from Process Discovery

Customer Use Cases: Energy Click for Matrix

Energy Management Co. Implements a Country Launch Dashboard ,[object Object],[object Object],[object Object],Challenges Results This European based company has been a Lombardi customer since Q2 of 2007. This customer is the global specialist in energy management with over a 100,000 employees in more than 100 countries. ,[object Object],[object Object],[object Object],Workflow Click for Matrix

Energy Provider Decreases Shipping Costs with Automatic Notifications ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Challenges Results This US based customer has been a Lombardi customer since Q2 of 2006. This energy company provides natural gas and related energy products in a safe, efficient, and dependable manner. They own North America’s largest interstate natural gas pipeline system – approximately 42,000 miles – transporting more than a quarter of the natural gas consumed in the country each day. Exception Click for Matrix

Regional Energy Co. Implements a Low Income Pilot Program ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Challenges Results This US based company has been a Lombardi customer since Q3 of 2008. At each playback, the business led the entire script – with multiple players in different roles and told a story with only clarification input from the Lombardi team. Visibility Click for Matrix

Leading Wind Farm Generator Modernizes Existing Legacy Processes ,[object Object],[object Object],[object Object],Challenges Results This US based company a Lombardi customer since Q3 of 2009 and has already seen returns on their investment! This customer finds, builds and manages wind farms in the US. They are also dedicated to clean energy. ,[object Object],[object Object],[object Object],[object Object],App Dev Click for Matrix

Energy Transmission Organization Fulfills Process Driven Compliance ,[object Object],[object Object],[object Object],Challenges Results This US based not-for-profit company has been a Lombardi customer since Q4 of 2008. This customer is a charged with operating the high-voltage transmission system and maintaining the reliable, efficient flow of electricity across 15 US states and a Canadian province. Utilities with more than 100,000 miles of transmission lines covering 1.1 million square miles have committed to participate in their program. ,[object Object],[object Object],[object Object],Program Click for Matrix

Customer Use Cases: Federal Click for Matrix

Federal Agency Complies with Homeland Security Presidential Directive - 12 ,[object Object],[object Object],[object Object],[object Object],Challenges Results This US government agency has been a Lombardi customer since Q3 of 2007. “ Bridging the divide between IT and the business side was the key to the success of the HSPD-12 initiative. Users drove the requirements, IT suggested process improvements.” Lombardi Partner ,[object Object],[object Object],[object Object],Workflow Click for Matrix

Financial Regulator Effectively Builds Process Applications ,[object Object],[object Object],[object Object],Challenges Results This European based company has been a Lombardi customer since Q4 of 2006. This customer is an independent body that was set up by the UK government. It regulates most financial services markets, exchanges and firms in the UK. App Dev ,[object Object],[object Object],[object Object],Click for Matrix

Federal Agency Increases Process Transparency With Documentation ,[object Object],[object Object],[object Object],Challenges Results This US federal agency has been a Lombardi customer since Q3 of 2008. ,[object Object],[object Object],Blueprint Click for Matrix

Customer Use Cases: Financial Click for Matrix

Global Financial Services Co. Reduces Cycle Times with Automation ,[object Object],[object Object],[object Object],Challenges Results This US based company has been a Lombardi customer since Q4 of 2008. This project was delivered without significant involvement from Lombardi or third party resources. After some informal mentoring during the sales cycle, the customer’s technical team attended our basic training classes and jumped right into development. This is highly unusual for such a complex and visible project. Workflow ,[object Object],[object Object],[object Object],Click for Matrix

Leading Private Investment Bank Decreases Risk in Processes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Challenges Results This European based company has been a Lombardi customer since Q4 of 2006. This customer is a leading private investment bank, offering a wide range of financial services to private clients, corporations, and charitable organizations primarily in the UK. “ Our pilot was a great way to demonstrate BPM to the business – we have been inundated with requests for new projects.” Exception Click for Matrix

Mortgage Bank Improves Lending Process of Loan Applications ,[object Object],[object Object],[object Object],Challenges Results This US based company has been a Lombardi customer since Q3 of 2003. “ Teamworks’ process monitoring and reporting capabilities provide us with more control over our end-to-end loan application process, which helps improve efficiency, and respond more quickly and accurately to customer requests – both critical elements for remaining competitive in this industry.” Chris Burckhardt, CIO ,[object Object],[object Object],[object Object],Visibility Click for Matrix

Foreign Currency Exchanger Delivers Projects 50% Faster With BPM ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Challenges Results This US based company has been a Lombardi customer since Q3 of 2008. “ We saw BPM as an alternative application development tool to help us design and streamline processes for the business – only better, faster and in a more cost effective way.” Vincent Yue, CIO App Dev Click for Matrix

Dynamic Human Centric Financial Shared Services Processes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Program Click for Matrix

Major International Financial Services Co. Collaborates on Processes ,[object Object],[object Object],[object Object],Challenges Results This US based company has been a Lombardi customer since Q3 of 2009. This customer has the world’s largest financial services network, spanning 140 countries with approximately 16,000 offices worldwide. ,[object Object],[object Object],[object Object],Blueprint Click for Matrix

Customer Use Cases: Healthcare Click for Matrix

Leading Hospital Streamlines New Hire On-Boarding Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Challenges Results This US based hopsital became a Lombardi customer in Q4 of 2003. This hospital is the leading provider of healthcare services in the area with more than 5.800 employees, 2,500 volunteers and 830 physicians on staff spread over 5 campuses. “ Prior to deploying Teamworks, our processes were tedious, slow and costly. We’ve experienced dramatic increases in efficiency.” Jeff Ward Workflow Click for Matrix

Pharmaceutical Research Co. Tracks Variables to Find Complexities ,[object Object],[object Object],[object Object],Challenges Results This US based company became a Lombardi customer in Q3 of 2008. “ Per our feedback from users, they felt that the tool has very good reporting and process modeling capabilities.” Narendran Manickam, Senior Consultant at a Lombardi Partner ,[object Object],[object Object],[object Object],Exception Click for Matrix

Hospital System Improves Performance Measurements ,[object Object],[object Object],[object Object],Challenges Results This European based hospital became a Lombardi customer in Q3 of 2007. A couple of months after full implementation across the hospital system, the team was confident about the success of the project – the technology is proactively driving performance, and the executive team is very enthusiastic about the possibilities associated with broader rollout of the technology and the BPM approach. ,[object Object],[object Object],[object Object],Visibility Click for Matrix

Medical University Upgrades Research Grant Processing ,[object Object],[object Object],[object Object],Challenges Results This US based institution of high learning has been a Lombardi customer since Q3 of 2006. “ I wish we had done this years ago. The results we are achieving with BPM have been a huge win for us.” Stuart Mixon, COO ,[object Object],[object Object],[object Object],App Dev Click for Matrix

Pharmacy Manages Clinical Cases and Patient Enrollment ,[object Object],[object Object],[object Object],Challenges Results This US based fully integrated pharmacy health care company has been a Lombardi customer since Q2 of 2009. The OCM group took the initial playback "on the road." They presented a demonstration to our stores across the country. The branch manager was "ecstatic" after the demo. His comments included: THIS HAS LOGIC! When can we get it? Anything we can do to decrease variability and increased efficiency is great! ,[object Object],[object Object],[object Object],Program Click for Matrix

Health Care Provider Collaborates with Vendors in a New Way ,[object Object],[object Object],[object Object],Challenges Results This US based regional health consortium has been a Lombardi customer since Q2 of 2009. “ Blueprint is the first place I go when I want to document or analyze a process.” Peter Apathy, Systems Transformation Project Manager ,[object Object],[object Object],[object Object],Blueprint Click for Matrix

Customer Use Cases: Industrial Click for Matrix

US Toymaker Streamlines Supply Chain Transactions ,[object Object],[object Object],[object Object],Challenges Results This US based toymaker became one of Lombardi’s first customers in 2001. “ Many suppliers and logistics providers now manage all their interactions through the Internet, which has improved fulfillment cycles, cut costs, and improved service. SAP was utilized as a transactional engine - we needed to be able to manage the business process that surrounds the transaction.” David Adams, Business Integration Manager, Pawtucket, RI. ,[object Object],[object Object],[object Object],Workflow Click for Matrix

Lift Truck Manufacturer Manages Change Effectively ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Challenges Results This US based Lift Truck Manufacturer and designer became a Lombardi customer in Q4 of 2007. Since they needed to prove business value quickly, the IT and business teams agreed on an aggressive schedule, completing the project in 2 weeks rather than the more-typical 2 months. "My team was tremendously stretched, but we managed to pull through and maintained a very positive attitude to support the business.” Gidu Sriram, IT Director Exception Click for Matrix

Top Supplier of PCs Minimizes Distressed Shipments ,[object Object],[object Object],[object Object],Challenges Results This US based company became Lombardi’s first customer in 2001. This Fortune 500 Company is one of the world’s top suppliers of PCs. They ship about 140,000 systems per day on average and have nearly 2 billion interactions with customers every year. ,[object Object],[object Object],[object Object],Visibility Click for Matrix

Motor Company Increases Engineering Productivity ,[object Object],[object Object],[object Object],Challenges Results This US based company is one of the worlds largest manufacturers of cars and trucks. They became became a Lombardi customer in Q4 of 2006. “ BPM provides a layer of process to optimize the interaction between people, process and information” David Knapp, Director of Business Process Management ,[object Object],[object Object],[object Object],App Dev Click for Matrix

US Toymaker Furthers Their BPM Investment ,[object Object],[object Object],[object Object],Challenges Results This US based toymaker became one of Lombardi’s first customers in 2001. This company is a worldwide leader in children's and family leisure time products and services with a rich portfolio of brands and entertainment properties that provides some of the highest quality and most recognizable play and recreational experiences in the world. ,[object Object],[object Object],[object Object],Program Click for Matrix

IT Security Management Co. Standardizes Process Improvement ,[object Object],[object Object],[object Object],Challenges Results This US based company has been a Lombardi customer since Q2 of 2006 and uses both Blueprint and Teamworks. ” Blueprint ended up becoming the core catalyst of being able to bring together individuals and help them to visualize what they are trying to improve upon for our customers and partners.” Devin Rickard, Senior Director of Process Improvement ,[object Object],[object Object],[object Object],Blueprint Click for Matrix

Customer Use Cases: Insurance Click for Matrix

Insurance Expert Automatically Routes Requests ,[object Object],[object Object],[object Object],Challenges Results This US based company has been a Lombardi customer since Q4 of 2007 “ This approach ensures ROI realization at each step, thus enabling IT to closely align with business. This ensures that IT and Business see each other’s perspective and work in a synchronized manner.” Vikram Duvvoori, Senior Vice President Workflow ,[object Object],[object Object],[object Object],Click for Matrix

Mutual Insurance Co. Increases Product Management Responsiveness ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Challenges Results This US based mutual insurance company has been a Lombardi customer since Q3 of 2007. “ This is the biggest benefit to Commercial Lines in general; that we can now see exceptions and are better able to manage the profitability of our book. We can now catch things very early, do what we need to do, and monitor our progress which is a huge benefit.” Commercial Lines Product Manager Exception Click for Matrix

Leading Supplemental Insurance Provider Automates Invoice Disputes ,[object Object],[object Object],[object Object],Challenges Results This US based insurance company has been a Lombardi customer since Q2 of 2008. “ Since OCR always produces exceptions, Lombardi choreographed getting the exceptions to a human to reconcile and moving the results back into the digital processing stream.” David Turner, V.P. Advanced Technology ,[object Object],[object Object],[object Object],Visibility Click for Matrix

Top Insurance Provider in the UK Synchronizes HR Activities ,[object Object],[object Object],[object Object],Challenges Results This European based leading insurance company has been a Lombardi customer since Q1 of 2009. This insurance company selected Lombardi for a full-scale global BPM platform, and have just completed their first pilot of the Teamworks product to manage their HR employee "Leavers, Movers and Joiners" process. They had already had implemented Teamworks in one of the business units to manage the account, the success of which elevated us to this parent company opportunity. ,[object Object],[object Object],[object Object],App Dev (Leavers, Movers, Joiners) Click for Matrix

International Insurer Alleviates Business Pains with a Repeatable Approach ,[object Object],[object Object],[object Object],[object Object],Challenges Results This European based insurance company has been a Lombardi customer since Q2 2005. “ We needed a BPM platform to meet the demands of our enterprise process improvement activities as well as have the capability to scale as we continue to grow.” Tom Bauer, Vice President of Application Services IT ,[object Object],[object Object],[object Object],Program Click for Matrix

Worldwide Insurance Co. Shares Best Practices to Improve Efficiency ,[object Object],[object Object],[object Object],Challenges Results This European based insurance company offers travelers insurance and has been a Lombardi customer since Q1 of 2008. ” Blueprint is well-suited to ‘practical people’ who are focused on solving business problems.” Michael van den Brandt, Director Group Operations ,[object Object],[object Object],[object Object],Blueprint Click for Matrix

Customer Use Cases: Retail Click for Matrix

Organic Grocer Upgrades Extensive HR Processes ,[object Object],[object Object],[object Object],Challenges Results This US based customer has been a Lombardi customer since Q3 of 2004. This customer is the world’s leading organic grocer. They concluded that BPM could be implemented faster and cheaper for their diverse process management requirements than any other alternative-including Oracle. ,[object Object],[object Object],[object Object],Workflow Click for Matrix

Home Improvement Chain Effectively Replenishes Inventory ,[object Object],[object Object],[object Object],Challenges Results This US based company has been a Lombardi customer since Q1 of 2009. This customer is a large retailer in the US specializing in home improvement. They also have a very successful services business for the installation of its many products. ,[object Object],[object Object],[object Object],Exception Click for Matrix

Fragrance Distributor Delivers On-Time & Accurate Promotional Forecasts ,[object Object],[object Object],[object Object],Challenges Results This European based company has been a Lombardi customer since Q3 of 2008. This customer is the world's largest fragrance company – distributing in more than 90 countries - and is a recognized leader in global beauty with annual net sales of $3.5 billion and an unrivaled universal portfolio of more than 35 designers, celebrity and lifestyle brands . ,[object Object],[object Object],[object Object],Visibility Click for Matrix

Promotional Branding Co. Streamlines Order-to-Cash Process ,[object Object],[object Object],[object Object],Challenges Results This US based company has been a Lombardi customer since Q1 of 2007. This customer specializes in promotional branding. “… rapid growth despite the recent economic conditions is validation that the promotional products industry is ready for innovation. This investment demonstrates our confidence that their technology platform will enable them to rapidly scale their business.“ Thomas Ball, Partner Austin Ventures ,[object Object],[object Object],[object Object],App Dev Click for Matrix

Retail Giant Deploys a BPM Program ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Challenges Results This US based company became a Lombardi customer in Q4 of 2007 and are currently working on implementing over 10 unique processes. This company is one of the largest company in the world, serving customers and members more than 200 million times per week at more than 8,416 retail units under 53 different banners in 15 countries. Program Click for Matrix

Specialty Food Store Re-Engineers Their Entire Business ,[object Object],[object Object],[object Object],Challenges Results This US based company has been a Lombardi customer since Q1 of 2008. ” Blueprint has allowed the business to consciously move away from the traditional hierarchical view of management, with the corporate team and chief executive officer at the top, to a structure which is much more horizontal.” Steve Burge, IT Director ,[object Object],[object Object],[object Object],Blueprint Click for Matrix

Customer Use Cases: Services Click for Matrix

Leading Nordic Telecom Co. Adopts Sales Funnel Management ,[object Object],[object Object],[object Object],Challenges Results This European based telecommunications company has been a Lombardi customer since Q2 of 2008. “ We see this as an opportunity to increase significantly the quality of service and valuable time spent with customers. Therefore BPM is a critical initiative within Business Services Finland, and we needed to find a partner we could trust throughout our BPM journey.” Batu Karasar, Sr. VP of Business Services Finland ,[object Object],[object Object],[object Object],Workflow Click for Matrix

Online Travel Agency Manages Hotel Inventory ,[object Object],[object Object],[object Object],Challenges Results This US based online travel giant has been a Lombardi customer since Q2 of 2008. This leading global online travel company uses innovative technology (such as Teamworks!) to enable leisure and business travelers to research, plan and book a broad range of travel products. ,[object Object],[object Object],[object Object],Exception Click for Matrix

US Wireless Carrier Brings Efficiency to Billing Adjustments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Challenges Results This US based telecommunications company has been a Lombardi customer since Q2 of 2003. This global integrated communications provider serves more than 26 million customers in over 100 countries. Handling customer billing disputes and adjustments for consumers and corporations was becoming operationally challenging and noticeably impacting revenue. Visibility Click for Matrix

Relocation Provider Develops Applications to Optimize Processes ,[object Object],[object Object],[object Object],Challenges Results This US based relocation services provider has been a Lombardi customer since Q3 of 2006. ” Teamworks enabled us to improve productivity and agility. It’s definitely easier to make changes using Teamworks, and that helps us be a more productive and lean organization, and also improves our ability to meet the needs of the business” Eric Keller, CIO ,[object Object],[object Object],[object Object],App Dev Click for Matrix

Leading On-line Ticket Marketplace Improves Business Applications ,[object Object],[object Object],[object Object],Challenges Results This US based world leading ticket marketplace became a Lombardi customer in Q1 of 2007. This world leading ticket marketplace, reinvented the ticket resale market in 2000 and continues to lead through innovation. ,[object Object],[object Object],[object Object],Program Click for Matrix

Freight Forwarder Creates Solutions From Process Discovery Results ,[object Object],[object Object],[object Object],Challenges Results This European based international freight forwarder became a Lombardi customer in Q3 of 2009. “ Our systems were developed with the help of Lombardi Blueprint. The solution eventually made it to the desk of a high level board member. It was astonishing that a relatively low cost solution could be developed at the branch level when at the same time millions of dollars are being spent to revamp the entire system.” Peter Montalvo, Manager Accounts and Finance ,[object Object],[object Object],[object Object],Blueprint Click for Matrix

Financial Services Co. Processes New Credit Card Accounts ,[object Object],[object Object],[object Object],Challenges Results This US based diversified financial services company has been a Lombardi customers since Q4 of 2006. They have multiple Teamworks implementations in place throughout their enterprise. “ We've been working with process improvement and management since 2000, we've gone into the Six Sigma realm and gained an executive level understanding of process…we took a step back with the IT organization and realized that our business partners needed us to get them some gains sooner than our traditional methodologies were taking, so BPM came to light and has made a huge impact for us.” Gene Rawls, VP of Continuous Improvement ,[object Object],[object Object],[object Object],Workflow Click for Matrix

Worldwide Insurance Co. Refines IT Quality Management System ,[object Object],[object Object],[object Object],Challenges Results This European based worldwide leader in insurance became a Lombardi customer in Q4 of 2009. "The great thing about Blueprint is how easy it was to start. We only needed 30 minutes for the entire team to understand Blueprint. After the training, our team left the room feeling like process mapping experts.” David Owen, Process Consultant ,[object Object],[object Object],[object Object],Blueprint Click for Matrix

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