Customer Details

Customer
Allied Benefit Systems
Country
United States
Industry
Insurance

Implementation Partner

Partner
Mokxa Technologies
Visit Website
Allied Benefit Systems Onboarded 2,000+ Groups in 6 Weeks and Improved Productivity by 50%

Allied Benefit Systems, the largest independent third-party insurance administrator in the US, was managing its group health insurance onboarding through spreadsheets and local databases, with minimal automation and significant SLA visibility issues.

Joget’s partner, Mokxa Technologies built a full end-to-end onboarding platform on Joget in three months, automating over 10 business processes across 25 user screens and integrating with Allied’s Enterprise Data Warehouse and Active Directory. The platform delivered a 27% ROI, a 50% improvement in productivity, and successfully onboarded 2,000+ groups in just six weeks after go-live.

Challenges CHALLENGES

Spreadsheets, Manual SLA Tracking

  • Onboarding processes consisted of several manual activities primarily managed through technologies such as spreadsheets and local databases.

  • Onboarding database and business documents were not integrated.

  • Recurring activities such as updating business rules, adding new products/services, and onboarding new customers necessitated the involvement of local technology-savvy personnel.

  • Security risks due to a lack of permission-based access.

  • Issues associated with manual processes such as limited tracking, human errors, and inefficiencies.

  • Difficulty in keeping track of Service Level Agreement (SLA) compliances and breaches, with inadequate oversight for managing SLA violations.

"Policies are baked into the design, so no extra steps are required to ensure compliance; with 2,000+ groups successfully onboarded in just six weeks and a 27% overall ROI delivered."

Solutions SOLUTIONS

End-to-End Onboarding Platform

Mokxa Technologies developed and delivered an end-to-end Customer Onboarding Platform within 3 months on Joget.

They have created a single system of record that seamlessly integrated with Allied Benefit’s critical systems such as Enterprise Data Warehouse and Active Directory Integration, and built a UI-based Record Management System that allowed business users to initiate, track, update and close the onboarding process.

The solution automated over 10 business processes through 25 user screens. It empowers business users to take charge of their business activities by practically eliminating their dependency on technical expertise.

Results RESULTS

2,000+ Groups, 50% Productivity Gain

50%

Productivity improvement

27%

Overall ROI

2000+

Groups onboarded within 6 weeks

An onboarding platform was successfully deployed with digitalized forms, automated business activities, integrated business rules, and orchestrated workflows, with an overall 27% ROI and 50% productivity improvement in client onboarding processes.

Enabled supporting functions such as the ability to create new products and services, add/modify business rules, view reports/dashboards, and user access management.

Creation and customization of new products and services were templatized to eliminate dependence on technical resources.

To effectively govern SLAs, controls and features were built in to highlight delays, monitor execution timeframe, manage escalation matrix, and trigger alerts. All business activities had built-in thorough and configurable auditability.

Overlays like executive dashboards and detailed data downloads ensured the right data types and views available to the right users.

Automated processes allowed staff focus on their tasks. Policies are baked into the design so no extra steps were required to ensure compliance, with Key Performance Metrics to ensure quality and performance.

Permission-controlled environment ensured access level security. UI-based user access management enabled administrative users to manage permissions. End-to-end tracking of business activities and relevant data resulted in effective and accurate reporting.

Share
Previous Siemens Healthineers Standardised Its Project Bidding Process Across 70 Countries
Next Chin Hin Group Saved 65% in Time and Resources After Automating Its Accounting Workflows with RPA

More Customer Stories

Sunway Group | Conglomerate | Malaysia

How Sunway Group Boosted Efficiency by 60% After Migrating 300+ Legacy Apps.
Sunway Group, one of Southeast Asia's largest conglomerates with over 10,000 employees and operations across real estate, construction, education, healthcare,…
Read

eMedAsia | Healthcare | Malaysia

eMedAsia Connects Healthcare Providers Through a Seamless Digital Marketplace for Clinics
eMedAsia, a joint initiative by the Malaysian Medical Association, needed a digital platform that would allow private clinics across Malaysia…
Read

AEON Credit Service | Financial Services | Indonesia

AEON Credit Processes 1,000+ Approval Requests a Month With Fully Automated Workflows
PT AEON Credit Service Indonesia, a subsidiary of the Japan-based AEON Financial Group, was managing departmental approvals across 23 different…
Read
Previous Siemens Healthineers Standardised Its Project Bidding Process Across 70 Countries
Next Chin Hin Group Saved 65% in Time and Resources After Automating Its Accounting Workflows with RPA