在线工作流程推动保险公司数字化转型
公司规模
1,000+
地区
- Europe
国家
- Ireland
产品
- FlowForma Process Automation
技术栈
- SharePoint
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Digital Expertise
- Productivity Improvements
技术
- 应用基础设施与中间件 - 数据交换与集成
- 平台即服务 (PaaS) - 应用开发平台
适用功能
- 商业运营
- 人力资源
用例
- 预测性维护
- 监管合规监控
服务
- 软件设计与工程服务
- 系统集成
关于客户
Aon 是全球最大的保险经纪公司之一，在爱尔兰拥有强大的业务，在爱尔兰经营着五个分支机构，拥有约 700 名员工。该公司一直在寻找新方法来改进流程、提高生产力和提高效率。负责 SharePoint 服务的产品经理 Robbie Molloy 的目标是找到一种工具来快速轻松地自定义工作流程，用节省时间和金钱的自动化流程取代传统流程。不同的业务部门有自己的信息记录和共享方式，通常是 Excel 电子表格和文书工作的组合，这与 IT 部门的数字化转型战略越来越不一致。
挑战
Aon 是全球最大的保险经纪公司之一，该公司正在寻找一种工具来快速轻松地定制工作流程，用节省时间和金钱的自动化流程取代传统流程。不同的业务部门有自己的信息记录和共享方式，通常是 Excel 电子表格和文书工作的组合，这与 IT 部门的数字化转型战略越来越不一致。他们想要一个单一的数据存储库，一个支持高度自动化流程的中央位置，这些流程是透明且可审计的，并勾选合规性方面的方框，这是保险公司工作的重中之重。
解决方案
Aon 采用 FlowForma 流程自动化作为其数字化转型战略的一部分。负责 SharePoint 服务的产品经理 Robbie Molloy 迄今为止已使用该应用程序的设计管理器功能构建了近 30 个流程。构建的首批流程之一是针对新员工和离职人员的人力资源入职/离职系统。当务之急是建立一个工作流程，审计员可以使用该工作流程来确保没有人可以访问他们不应该访问的信息或系统。另一个流程旨在确保准确跟踪和记录有关使用个人信息的 GDPR 请求。所有最新信息均可立即在中央存储库中获取以供检查。其他流程包括保险公司修正案流程、保险审查系统、内部转移流程、投诉流程和 IT 中断记录流程。
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