Barton & Associates, a healthcare staffing solutions provider, was struggling with an inefficient worker placement process. The company was using a combination of email, excel, and paper to manage the various parts of the healthcare worker placement process. This process was unwieldy, and Barton & Associates had little visibility into the status of pending requests. The overall effect was that Barton & Associates found that its staff was spending too much time trying to fill holes in the process with phone calls and redundant follow-up emails designed to verify important pieces of information that were not being effectively captured in the process. As a result of the inefficiency Barton & Associates identified in its worker placement processes, the company felt that it needed a solution that could automate the process and greatly improve its process management capabilities.

The Autonomous University of the State of Mexico (UAEMex) is a public institution of higher education that is committed to generating, studying, preserving, transmitting, and spreading universal knowledge. It is currently positioned as one of the best universities in Mexico. However, UAEMex faced a significant challenge. The university needed a system to facilitate the planning, monitoring, and easy access to relevant information to all agreements that UAEM has. In its current state, there was no single system of record for all conventions. As a result, the students, teachers, and administrative members could not access information about agreements because information was not available and often prevented students from benefiting absolutely from university agreements.

MN Vermogensbeheer, a financial service provider, was using an on-site archive to store policy documents for pension funds. This system required maintenance by a team of internal employees, which was time-consuming and took away from their ability to focus on core processes. Updates to the platform required the involvement of team members from different departments, further reducing their available bandwidth. The need for a more efficient and less labor-intensive solution led MN to consider moving to a cloud-based platform.

In a highly competitive market, the speed of the loan approval process can make or break your success. For this bank, many tasks were still heavily manual: banking staff verified passports, employment records, bank statements, and payslips by hand. The bank regularly lost customers who switched to a competitor with quicker decisioning. Because of the backlog, marketing often had to pause or pull back on campaigns—simply because employees couldn’t take on any more requests.

Valeo, a global automotive industry supplier, was facing significant delays in its business process management (BPM) approval process, which took 90 seconds or longer. This resulted in a surplus of user complaints and a major decrease in customer satisfaction. The company needed to improve its business processes to meet new demands and accommodate its aggressive growth rate goals. Valeo's previous BPM, a Fujitsu product, was not able to keep up with the company's fast-growing needs for workflow applications, including mobile interface.