Integrify > Case Studies > Implementing Efficient New Hire Request Management in Urban Partnership Bank with Integrify OnDemand

Implementing Efficient New Hire Request Management in Urban Partnership Bank with Integrify OnDemand

Technology Category

Cybersecurity & Privacy - Intrusion Detection

Applicable Industries

Finance & Insurance
Telecommunications

Applicable Functions

Human Resources
Warehouse & Inventory Management

Use Cases

Inventory Management
Personnel Tracking & Monitoring

Services

System Integration

About The Customer

Urban Partnership Bank is America’s first community development and environmental bank holding company. Headquartered in Chicago, it is a $2.4 billion company with banks and nonprofits in Chicago; Cleveland; Detroit; Ilwaco, Washington; Portland, Oregon; and Michigan’s Upper Peninsula; and consulting services around the world. The bank had its own internal system for processing many bank requests, but it was not being utilized for the human resources department. The bank was also looking for a web-based solution to reduce the number of on-site servers and processors, and to replace its in-house Call Tracking system.

The Challenge

Urban Partnership Bank, a $2.4 billion company with banks and nonprofits across various locations, was facing challenges with its internal system for processing bank requests. The system was not being utilized for the human resources department, which often remained unaware of new hires until after their start date. The bank was also seeking a web-based solution to reduce the number of on-site servers and processors, and to replace its in-house Call Tracking system. The challenge was to find a request management system that would notify human resources in advance of the start date of new hires, integrate with other software systems run throughout the bank, reduce the bank’s server and processor footprint, and replace most functions of the bank’s in-house Call Tracking software system.

The Solution

Urban Partnership Bank implemented Integrify OnDemand in May 2009. The management team found the Integrify model appealing due to its ability to manage sizable processes and provide automatic notifications to diverse groups within the organization. Integrify is a flexible workflow management system that automates requests and streamlines processes. It provides form creation, routing definition, and tracking tools to those responsible for processing requests, minimizing data entry and simplifying requests for approval and fulfillment. The web-based solution eliminates problems related to labor-intensive processes such as manual paper handling and email requests, and can reduce costs per transaction by 60 to 90 percent. The Integrify OnDemand solution provides the full functionality of Integrify via the Internet without the need to install and maintain software. It reduces the risk, cost, and time when implementing a process management solution.

Operational Impact

Integrify OnDemand has provided Urban Partnership Bank with significant capabilities that will eventually encompass all the request management needs of its entire organization. The system has proven flexible, easy-to-use, and transparent. The OnDemand option has provided the bank and its employees with additional versatility. The web-based option is also a benefit for employees undertaking business travel and as more employees take advantage of Urban Partnership Bank’s flexible hours and work-from-home opportunities. The system is available to any employee with Internet access. Urban Partnership Bank can use the Integrify system for some of its affiliates that are not on the bank’s wide area network. The bank is also considering moving many of the pieces of its in-house Call Tracking system to Integrify.

Quantitative Benefit

Approximately 200 employees across three locations in the Chicago area are currently designated users of the system.
The HR requests reach about 10 to 15 monthly, while the credit risk assessment requests can reach 200 in a month.
As more of the bank’s processes are moved over to Integrify, the number of requests could reach up to 2,000 per month.