Online Workflows Advance Digital Transformation for Insurance Companies
Customer Company Size
Large Corporate
Region
- Europe
Country
- Ireland
Product
- FlowForma Process Automation
Tech Stack
- SharePoint
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Cost Savings
- Digital Expertise
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Platform as a Service (PaaS) - Application Development Platforms
Applicable Functions
- Human Resources
- Business Operation
Use Cases
- Predictive Maintenance
- Regulatory Compliance Monitoring
Services
- System Integration
- Software Design & Engineering Services
About The Customer
Aon is one of the world's largest insurance brokers with a strong presence in Ireland, where it operates five sites and employs around 700 people. The company is always looking for new ways to improve processes, drive productivity, and increase efficiencies. The goal of Robbie Molloy, Product Manager responsible for SharePoint services, was to find a tool to customize workflows, quickly and easily, replacing legacy processes with automated processes that save time and money. Different business units had their own way of recording and sharing information, usually a combination of Excel spreadsheets and paperwork, increasingly at odds with the IT department’s digital transformation strategy.
The Challenge
Aon, one of the world’s largest insurance brokers, was looking for a tool to customize workflows, quickly and easily, replacing legacy processes with automated processes that save time and money. Different business units had their own way of recording and sharing information, usually a combination of Excel spreadsheets and paperwork, increasingly at odds with the IT department’s digital transformation strategy. They wanted a single data repository, a central location supporting highly automated processes that were transparent and auditable, ticking boxes around compliance, which is front and center in what an insurance company does.
The Solution
Aon adopted FlowForma Process Automation as part of its digital transformation strategy. Robbie Molloy, the Product Manager responsible for SharePoint services, has built nearly 30 processes to date using the application's Design Manager feature. One of the first processes built was a HR Onboarding/Offboarding system for new hires and leavers. The priority was to put in place a workflow that an auditor could use to ensure no one had access to information or systems that they shouldn’t. Another flow was designed to make sure GDPR requests about the use of personal information are tracked and recorded accurately. All up-to-date information is instantly available in a central repository for inspection. Other processes include an Insurer Amendments process, an Insurance Vetting System, an Internal Transfers process, a Complaints process, and an IT outage recording process.
Operational Impact
Quantitative Benefit
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