Manual and Excel based operations had to be replaced by a central application due to growing number of transactions and complexities involved. The new application needed to be accessible to all executives with proper security and access levels. Daily 500 transactions are to be downloaded from the principal’s system, auto allotted to respective teams, unified window for document and forms is required with content and form fields, input data and verification entries. As part of the day-end run, all the payment transactions are to be uploaded in the principal’s system with necessary MIS and notification.
Bespoke application development was difficult as the business process undergoes frequent processing changes. quickBPM was flexible to handle this change quickly . Existing excel-macros based system was converted with help of qbBR so that all business rules and validations are included in the process flows. Multiple allocation algorithms is used to allot cases to executives depending on criticality, priority, current load and process knowledge .quickBPM also created the common framework of masters and transaction files which resulted in faster automation of 4 additional processes. The auto reporting feature of qbReport helped in daily control over operations. qbDMS provided document management in unified window. Various MIS reports were generated to track operational efficiency. The drill-down charts functionality of qbDigi was used for accurate analysis. This resulted in optimizing resources by 60% and claim processing by 40%.