Andrew LedererVP, Business Process Manager

Business Process Manager(Platform)

Efficiency Opportunities

andrew.lederer@kennebunksavings.com

http://www.linkedin.com/in/andrewlederer

Business Process Manager (Platform)Efficiency Opportunities

•Leveraging Technology

•Non-Account Related Processes• Benefits• Savings• Construction• Things to Consider

Leveraging TechnologyTopaz Digital

Signature PadsDirectorEmail NotificationsEmail GroupsPassing SessionsPDF Printing

SignatureGem LCD 1x5

Comparing Process: Benefits ofEducation Non Account Example

Manual Paper Process:

•Typed or handwritten information that is hard to read.

•High Level of Paper Handling

•Authorization Within Days

•Additional Steps: Faxing, Interoffice, Paper Filing

(BPM) Platform Process:

•Wizard guided information collection that is easy to read.

•Digital Paper Handling

•Authorization Within Moments

•Instant Email Notification and Collaboration, Digital Storage

Comparing Process: Savings of Education Non Account Workflows

Overall there is a 99% savings in resources.

Manual Process (Annually):76 Hours3 ¼ Days

Automated Platform Process (Annually):31 Minutes

How does a manual process impact a financial institution’s bottom line?

Comparing Process: Savings of Education Non Account Workflows

(BPM) Platform Process:

•Update forms in I32•Notification - Not Required. •Branch Can Print Copy Directly•Courier – Not Required•Mail Distribution – Not Required•Email Digital Request•Automated Digital Notification•Digital Filing. Director Archive option.

Manual Paper Process:

•Update Paper Copies•Email Notification of Changes•Photocopy•Courier•Mail Distribution•Fax Request•Notification of Completion•Paper Filing

Annual Manual Time Spent – 76 Hours

Annual Automated Time Spent – 31 Minutes

Comparing the Process: Construction of Education Non Account Workflow

Build Any Custom Fields Required in Non Account Wizards

Comparing the Process: Construction of Education Non Account Workflow

Create a Field Group

Comparing the Process: Construction of Education Non Account Workflow

Create a System

Comparing the Process: Construction of Education Non Account Workflow

Create a Product

Comparing the Process: Construction of Education Non Account Workflow

Create a Cross Sell

Comparing the Process: Things to Consider for Non Account Workflows

One Product per System for AutoStart or Additional Steps Required

(BPM) Platform Workflow vs. Director WorkflowBoth workflows address the issue of how work gets done.(BPM) Platform Workflows take a user (regardless of department) through steps to meet customer needs, but are more user driven.Director Workflows start with an action that kicks off an automated process with rules and decisioning, and becomes a source for driving the process.

(BPM) Platform CommunicationPassing Sessions vs. Email• Passing a Session• Users Must Have (BPM) Platform• Back Office Departments Must Be Open To New Program• Can Create and Pass Session to

Group or Individual• E-mail Notification• Users Do Not Need To Have Outlook• Can Combine Passing a Session with E-mail Notification• Users Do Not Need To Have (BPM)

Platform Installed

Non Account WorkflowsLooking At The Big Picture• Reduction of Time Spent • Easier to Read• Reduction of Courier / Paper Handling• Faster Customer Service• Annual Cost Savings• Less Storage Requirements• Faster Research

Questions, Suggestions, Comments, or Concerns?