Lombardi Teamworks® 6

Case Studies

HR Self-Service - Cut processing time by 90%
Major grocery store leveraged Teamworks as a way to guide self-service for HR request by leveraging data and corporate policy information in HRMS system resulting in saving over 90% of time spent managing the process.
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Insurance Invoicing - Eliminating manual work in handling over 500,000 invoices per month
Large insurance provider deployed Teamworks in invoicing dispute process in less than 90 days to reduce manual work by 80%.
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Life Sciences Sales Operations Case study - Reducing process cycle time from 30 to 7 days for 12,000 sales people
An Incentive Compensation Solutions team used Teamworks to achieve greater control and efficiency in executing the reporting validation and approval process.
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Lee Memorial Health System - Saving 21,000 hours in the new employee on-boarding process
A leading provide in healthcare services levarages Teamworks to improve process efficiency across the hospital network to manage hiring processes and deployed the first solution within 90 days.
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Manufacturing Logistics - Coordinating product returns to save $2M per quarter
Leading computer manufacturer increased distressed shipments save rate from below 5% to nearly 70% and provides real-time visibility into more than 200,000 shipments.
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Manufacturing Supply Chain - Improving productivity by 250% in Vendor Management
Hasbro, Inc levarages Teamworks throughout their vendor order management processes to improve supply chain efficiency.
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Pulte Mortgage - Driving customer satisfaction with proactive process management
Teamworks reduced process delays, decreased processing costs and increased Pulte's ability to respond quickly to business changes.
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Telecom Billing - Realizing ROI in under 6 months by handling disputes better
The initial 90 day Teamworks deployment of dispute management process reduced resolution time from 12 days to 2.
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Financial Services - Kleinwort Benson Eliminates Risk in Private Banking Processes
The settlement process implemented in Teamworks resoluted in efficiency improvements by 60%, complexity reduced by 30%.
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Customer Webinars

Delivering Projects 50% Faster with BPM »
The Foreign Currency Exchange Corp. (FCE), a member of Bank of Ireland Group, probably isn't all that much different than other companies. They provide a broad range of products and services to wide range of industries throughout a large demographic. And they encounter standard challenges in supporting and managing their business operations.

• Join Vincent and Valerie from FCE, discuss how they leverage BPM to deliver projects 50% faster than traditional application development including the following topics:
• Begin their first project with a "Quick Start" package to become self sufficient
• Gather business requirements in a much more collaborative way
• Get valuable feedback during development, not waiting until after it's 80% built
• Engage the business to take ownership in their business applications

Lincoln Trust- Our Evolution from Document Workflow to BPM »
A few years ago, Lincoln Trust Company (formerly Fiserv Investment Support Services) was faced with a familiar document management problem - their manual process for handling financial documents could not keep up with over 100,000 documents coming in each month, resulting in growing backlogs, long processing times, and the inability to find documents when needed.

Bill Garner and Alana Schock from Lincoln Trust Company will share their experiences about evolving a document workflow program into a BPM program using Lombardi's Teamworks and Blueprint tools. They will also share the lessons learned from implementing their first Teamworks processes across the enterprise.

How National City Bank is Building their BPM Program
Farrukh Humayun, Vice President of Information Services at National City, helped kick off the initial BPM projects and now leads the planning and metrics for all BPM project at National City.
(30-minutes presentation and 10-minute Q&A)

• Join Farrukh as he shares his experience and covers key learnings with BPM, with a specific focus on:
• Becoming Process Focused - Identifying improvement opportunities in a BPM initiative
• Project Playbacks - Enabling the business to help design their solution (which also helps keep them engaged)
• The Road to Enterprise BPM - Scaling from a single project team into multiple parallel deployments
• Picking Your Battles - Prioritizing projects in your roadmap
• Involving Your Customers - Establishing roles and joint process ownership

How a Medical University Manages Financial Grants Using BPM
MUSC briefly considered an expensive ERP solution, but instead chose a more cost-effective, flexible Business Process Management Suite (BPMS) to automate and simplify the grants allocation process.
(30-minutes presentation and 10-minute Q&A)

• Join Stewart Mixon, Chief Operations Officer of Medical University of South Carolina to hear:
• How MUSC justified this strategic BPM initiative, received buy-in, and quickly delivered significant benefits for the university.
• How they were able to proactively catch and eliminate errors at the point of entry, bringing the per-grant error rate from 85 to 90 percent down to 2 to 3 percent!
• How they reducedhuman touches by 65 percent -- allowing them to free up several FTEs (full-time equivalents) for other important tasks.
• How key process performance indicators showed them some behavior modification was required, in addition to the automation, to achieve the full benefits.

How to Get a BPM Initiative off the Ground
Bob Shallow, brought in as the Director of Global Product Development Processes, Systems and Operations, introduced BPM as a way to drive out process inefficiencies and provide better visibility of work in progress throughout the business.
(30-minutes presentation and 10-minute Q&A)

• Join Bob as he shares his experience with BPM and specifically how he:
• introduced BPM to launch a process improvement initiative at NACCO
• identifies and prioritizes potential projects
• works directly with end-users to gather and confirm requirements
• successfully interacts with IT on project delivery

How Kleinwort Benson Delivered Clear Results with BPM
Kleinwort Benson decided to use a BPMS to implement a task management portal for managing settlements. Come learn how they justified their BPM project, received buy-in, and quickly delivered significant benefits for the organization.
(30-minutes presentation and 10-minute Q&A)

• In this presentation, Raju Oak, Head of Process Services will discuss:
• How Kleinwort Benson improved the efficiency of their deal settlement processes by 60 percent while at the same time reducing the complexity nearly 30 percent.
• How they reduced their risks by simplifying their process, eliminating errors, and increasing visibility and auditing.
• How they used a pilot project to demonstrate concretely to the business how BPM could resolve the real problems within their settlement process.

One CIO's Perspective on Where BPM Fits
The process of relocating to a new city can be complex. Watch this webinar to learn how SIRVA uses BPM to simplify the relocation experience for individual consumers and about half the Fortune 500.
(30-minutes presentation and 10-minute Q&A)

• Join Erik Keller, CIO of SIRVA, as he will discuss their corporate initiative to drive improvement and change in the business. He will cover key learnings to date, with a specific focus on:
• Business challenges - what specific business and technical issues generated SIRVA's interest in BPM
• SIRVA's application - how SIRVA leverages BPM in key interactions with the transferee
• Phased approach - how to minimize risk by scheduling defined functional and geographic releases
• Business benefits - how SIRVA is measuring the value of their process improvements

My BPM Success Story: Boundless Network
You can deploy BPM in 5 weeks and make a big impact on your business. You can deliver a project faster than you ever thought, with better results.
(30-minutes presentation and 10-minute Q&A)

• Featured Speaker:
• Jeremy Kraybill, VP Development, Boundless Network

My BPM Success Story: Sprint Billing Disputes and Adjustments
In less than 100 days, the new billing adjustment application was rolled out and their call centre productivity was increased by 9% and they were able to reduce the time to resolve a billing dispute from 12 to 2.5 days.
(30-minutes presentation and 10-minute Q&A)

• After encountering numerous challenges while managing their billing disputes and adjustment processes, Sprint decided to implement a Business Process Management (BPM) platform in order to streamline their processes. Through an intensive vendor selection process, Sprint choose Lombardi and their award-winning BPM suite, Teamworks®.
• Featured Speakers: Kristie Collins-Delarber, Process Engineer, Sprint
  Jim Rudden, Product Marketing Director, Lombardi

My BPM Success Story: Pulte Managing Better Through Visibility
Pulte Home Mortgage, a Fortune 500 company and one of the largest homebuilders in the US, is a leader in the use of BPM to deliver end-to-end visibility and in the proactive management of business exceptions that can occur during completion of a loan process.
(30-minutes presentation and 10-minute Q&A)

• After encountering numerous challenges while managing their billing disputes and adjustment processes, Sprint decided to implement a Business Process Management (BPM) platform in order to streamline their processes. Through an intensive vendor selection process, Sprint choose Lombardi and their award-winning BPM suite, Teamworks®.
• Featured Speakers: Chris Burckhardt, CIO Pulte Home Mortgage
  Rod Favaron, CEO Lombardi Software