Case Studies

 Process Modeling

Project	Business Process Modeling
Client	Life Company
Objectives	To develop a comprehensive model of the major business processes of the organisation, as a basis for initiating future business improvement projects.
Pragmat Role	Pragmat produced a comprehensive set of process maps and supporting narratives describing the major “value-adding” business processes of the organisation. The analysis included consideration of the organisational structures and supporting systems associated with each process, and an assessment of process capabilities using standard measures developed by Pragmat. The processes covered, were: sales activity management; leads management; the sales process; new business assessment and acceptance; customer service; claims and redemptions; and: customer retention.
Outcomes	The process model has been used to pinpoint process improvement opportunities and in the planning and initiation phases of a number of projects including: the development of a new front end system to provide a common interface to a variety of product systems; the development of a new sales management system; and: major changes to an existing financial planning and portfolio management platform.   Previous Next

 

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