How Automation Help Drive Efficiencies Across Business Processes

Our client is a financial services company in Australia and New Zealand providing superannuation and investment products, insurance, financial advice and banking products including home loans and savings accounts

Life Insurance

The client was seeking to drive efficiencies and reduce costs throughout its business by identifying processes for automation

The platform helped to standardise the way users identified and analysed processes to automate across the business. In addition, it helped break down the end to end process and identify which process steps were worth exploring for automation. 

This was achieved faster and with less effort due to the platforms simplicity in helping the user diagnose their process and identify key metrics required.

The business need was to ensure a quick turn-around to identify areas for process automation across the business. This put high demands on the process improvement team to identify efficiencies and areas for automation.

The processes being assessed were across multiple products, operating systems, teams and locations. This resulted in an excess of reference material and business contacts with a high risk of over-engineering the analysis.

Thanks to the simplicity of the Open Orbit diagnostic map, multiple processes were able to be mapped per week. Work could be shared across the team and the success of colleagues could be leveraged for further analysis.

Open Orbit’s library of existing diagnostic maps was utilised as a base for multiple similar processes to be built without wasting time on duplication of steps.

The team was able to identify previously unknown interdependencies and unexplored improvement options.

The efforts estimator was used to determine capacity requirements for each step of a process, allowing the cost benefits of automation (or moving to global teams) to be calculated immediately.

The team were able to rapidly identify and rectify inconsistencies between similar processes across multiple products, teams, locations and operating systems.