FILEBOUND AUTOMATE CONFERENCE

Heather MagicDirector of Individual and Group Administration

Delta Dental of Colorado

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INTRODUCTION+ Delta Dental of Colorado

+ Established in 1958, Delta Dental of Colorado is the state’s leading dental benefits company, serving more than one million members with high-quality, cost-effective dental plans. A nonprofit organization, Delta Dental of Colorado’s mission is to improve the oral health of the communities it serves

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INTRODUCTION+ Director of Group and Individual Administration

+ ECM Project Sponsor

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BECOMING A FILEBOUND CUSTOMER+ Upland FileBound tools implemented

+ Repository, External eForms, Internal eForms, Enterprise Workflow

+ Started as a repository search only+ Quickly became a pursuit to embrace a methodology of automation

Out of space Finding documents

Recreating documents

Disaster Recovery

No clear and reproducible processes

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AUTOMATED DOCUMENT GENERATION

• Solution utilizes Enterprise eForms & Workflow

• Automates integration with Business Data

• Automates document generation for process completion

01. Group Booklets & Contracts

• Solved hours of document creation in minutes

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WORK ALLOCATION• Solution utilizes Enterprise eForms

& Workflow

• Solution notifies sender once work items have been assigned

• Automated work assignments02. Email Distribution

• Process is used within 4 teams

• Solved work allocation Issues• Solved process visibility issues• Solved notification to sender issues

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BUSINESS PROCESS MANAGEMENT

• Solution utilizes Enterprise eForms & Workflow

• Automates integration with Business Data

• Automates integration with Enterprise Web Crawler and manages through automation the assembling of documents and data from web sources

• Automates document generation for process completion

03. Dentist Onboarding

• Process spans 3 departments

• Solved Compliance Accountability• Solved Process issues• Solved Process Visibility issues

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BUSINESS PROCESS MANAGEMENT

• Solution utilizes Enterprise eForms & Workflow

• Automates integration with Business Data

• Automates communication with Sales Team

04. Change Checklist

• Process spans 5 departments

• Solved Process issues that other attempts could not solve

• Solved Process Visibility issues

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BUSINESS PROCESS MANAGEMENT

• Solution utilizes Enterprise eForms & Workflow

• Automates integration with Business Data

• Automates integration with Enterprise Web Crawler and manages through automation the assembling of documents and data from web sources

• Automates communication with the Broker

• Automates document generation for process completion

05. Broker Onboarding

• Process spans 2 departments

• Solved Process issues• Solve Visibility issues

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BUSINESS PROCESS MANAGEMENT

• Solution utilizes Enterprise eForms & Workflow

• Automates Contract approval process

• Automates Contract renewal process

06. Contract Management

• Process spans all departments and Senior Leadership Team

• Solved Process issues• Solve Visibility issues

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DELTA DENTAL OF COLORADO SUCCESS+ Increased productivity

+ More is done with less manual Steps+ Increased Accuracy

+ The correct managed process is performed every time+ System performed automation

+ SLAs can now be measured and are being met+ Visibility and Accountability

+ Across Department Processes+ Across Organization Processes

+ True and measurable KPIs have been met+ No longer best guess work or intuition based upon past performance

+ ROIs have exceeded all original expectations+ Direct lower operational and administrative costs

ROI+ ROI’s were between

57% and 76% for the different projects

+ More documents processed

+ More work completed+ More overall savings

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DELTA DENTAL STAKEHOLDER SUCCESS+ Dentist

+ Brought into the Delta Dental network more quickly+ Resolve issues more quickly+ Re-credentialing process is much faster and streamlined

+ Brokers+ Begin selling Delta Dental policies more quickly+ Verification process is much faster and streamlined

+ Groups (Organizations)+ Resolve issues more quickly+ Group Employees receive dental services more quickly

+ Individuals+ Resolve issues more quickly+ Individuals and their families receive dental services more quickly

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LESSONS LEARNED+ Success is a partnership

+ Internal partners+ External partners

+ Work with the right FileBound Partner+ Delta Dental of Colorado found Tromba Technologies to be the perfect FileBound partner

+ Constant internal communication with internal Senior Leadership

+ Constant communication between Delta Dental of Colorado and Tromba

+ There has to be a champion internally with the overall vision (not just a single project vision)!

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WHAT’S NEXT?+ Group Onboarding

+ Continue to expand on bringing manual business process into managed FileBound business processes

+ Continue to expand on bringing manual business tasks into managed FileBound automation

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Q & A

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Thank you! Heather MagicDirector Delta Dental of Coloradohmagic@ddpco.com