Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Ultimus BPM Key Benefits
1. Ultimus Business Process
Management
Mihails Galuška
Nexum Insurance Technologies
mihails.galuska@nexum.lv
+371 29137360
2. Fight the lag time!
50% Reduction in Task Time Drives to 10% Reduction in Process Time
50% Reduction in Lag Time Drives to 40% Reduction in Process Time
3. Business process management
20% theory + 80% practice
◊ Construct the process (Quality)
◊ RUN & EXECUTE (Operations)
◊ Measure the process (task/lag time, process costs)
◊ Analyze
◊ Change (close the loop)
4. Fact view Process view
Goal – collect information, core Goal – excellent customer &
business operations with accounts, internal service, fast and
products, HR, contracts accurate operations, control
HR system, Accounts,
Transactions, Contracts,
Document storage
Web access + Task automation
Fast communications
Operational control
Error-free operations
6. Smart process routing
Weighted groups
30%
70%
Persons or groups
Relative job
functions
Job functions
Queues
7. Business rules
◊ Prioritize and classify contracts
◊ Set up automated reminders
◊ Define roles and deadlines
◊ Workload distribution
◊ Employee cost rates
8. User view - individual task lists
• Real-time task lists - no reporting overhead
• Prioritized active, completed, overdue, urgent tasks,
• Outlook, browser or other application
• Shared Inboxes
13. Document library
• All contract documents in one place!
- Contracts
- Appendixes
- Reports
- Invoices
- Payment orders
- Reminders
• Access anytime from anyplace
NEXUM Insurance Technologies
14. Debt collection
Automated reminders and invoices Commission payment control
Benefits: no human interaction to Benefits: no cash fraud and undue
calculate, prepare and send them payments to brokers
Debt information comes directly
from accountancy
Benefits: Debt collection
starts immediately
Classification according to predefined
business rules
Benefits: focus on the most
promising and important debts,
optimized workload
16. Solution – business rules
• Debt sizing, classification and prioritization
• Debt with/without loan security
• Schedule for reminder letters
• Roles and task completion time
• Employee cost rates
17. Customer&user view - automated reminder letters
• Different media – e-mail, fax, post mail, SMS
• Automated generation and distribution using message templates
• Always sent on-time
• To be used for 80% of debts
• No human power required!
18. What results in better debt recovery?
Konstatēt problēmu
◊ Recovery rate,
◊ Older than X days...
◊ # of bad debts
21. Architecture (SOA)
Core business functions: Process context:
Account operations Ultimus BPM
Core system
Alerts and notifications: Centralized document storage:
E-mail service Microsoft Sharepoint
27. Architecture (SOA)
Core business functions: Process context:
Information and document view Ultimus BPM
Information
Documents
Alerts and notifications: Centralized document storage:
E-mail service Microsoft Sharepoint
35. BPM Results – Productivity, costs, errors
Process Result, savings
Credit Card Request 470% more applications with same staff
Internal infrastructure service From 5 to 100 requests daily with the
request same staff
Customer Service 62% less time needed with same amount
of requests
Job Application Process Throughput increased by factor 5
Reduction of fax costs Reduction of communication costs
between 2200 locations and HQ (95
Processes)
HR Process: Leave Management 1 employee
Insurance claims management Average time to decision reduced from 10
days to 15 hours (best time – 3 hours)