agfirst bpm presentation | farm credit symposium 2015
TRANSCRIPT
Business Process ManagementBala Sivankoil
Director, Application DevelopmentAgFirst Farm Credit Bank
Our Challenge
• Our 19 customers are independent organizations• Differences in portfolio, business culture and
business processes• Commonalities but also customization needs• Complex regulatory needs• Complex business logic and calculations• Current manual/semi-automated business
processes• Mobile access
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Key Success Factors
• Finding the right development platform• Engaging our customer• Time to market• User experience• Bringing about change and adoption
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Why BPMS?
• Workflow centric solution• Enterprise rapid development platform• Ability to set and monitor process metrics• Out of the box mobile support• Conducive to Agile development methods
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Accomplishments
• Quick ramp-up time with comprehensive online developer training
• 1st complex Loan Approval automation in 16 weeks• Improved customer engagement• Performance metrics and usability• Customer acceptance with adoption and overall
efficiency gains• Integration with key backend systems
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Integration
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Web services + separate virtual data layerLoose coupling = easy reuse and faster developments
Integration
Process Diagram
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Process Diagram
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Loan Approval Process
10User portal helps to prioritize work based on SLAs
Loan Approval Process
11Credit data from multiple sources on one easy to use screen
Continuous Improvement
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Analytics
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Out of the box performance reports – real time/historicalEnd users can also build their own custom reports
Mobile Support
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Out of the box mobile UI – no additional developmentUser forms automatically adapt to mobile/tablet/desktop
Process Portfolio
• Loan Approval• Appraisal Request• Check Request• Standards of Conduct (SOC)• Special Asset Management• Crop Insurance• Disaster Recovery Contact Info• Employee Onboarding
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Lessons Learned
• Proof of Concept before deciding vendor• Involve key stakeholders early and often• Explain and exploit the benefits of process
metrics• Start with a project that is simple but adds
considerable value
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