Customer Details

Customer
Allied Benefit Systems
Country
United States
Industry
Insurance

Implementation Partner

Partner
Mokxa Technologies
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Allied Benefit Systems Built a Full Project Governance Platform, Giving Leadership 360-Degree Visibility

Allied Benefit Systems (Allied Benefit), the largest independent third-party insurance administrator in the US, was managing project intake and governance through a combination of manual tracking, siloed data, and disconnected tools. Tracking project statuses, sending reminders, and getting a clear picture of resource allocation were all time-consuming and error-prone.

Joget’s partner, Mokxa Technologies, deployed a Project Governance Solution on Joget in four weeks using a single developer, integrating with Allied Benefit’s existing stackv including Azure DevOps, Microsoft tools, and SQL Server. The result: a unified platform with 360-degree project visibility, automated approval workflows, executive dashboards, and built-in risk management — giving stakeholders the data they need to make better decisions, faster.

Challenges CHALLENGES

Bottlenecks, No Project Visibility

  • Tedious and time-consuming to keep track of project statuses, sending reminders, reports, etc.

  • Too many redundant tasks with too much potential for human errors.

  • Information silos making it difficult and cumbersome to extract data for analysis/decision-making.

  • Lack of oversight for managing potential roadblocks such as missed deadlines, inefficient resource allocations, breaking budgets, changes in critical path, etc.

  • Frequent bottlenecks and delays in project reviews, approvals and initiation process.

Solutions SOLUTIONS

360-Degree Governance Platform

One Mokxa developer collaborated with the teams to collect requirements, and develop and deploy a Project Governance Solution within 4 weeks. Through small, effective sprints with changing requirements on the fly, the solution provides Allied Benefit with a single source of truth for quick access to project details, progress reports, and other relevant data to ensure an innovative and effective project governance process.

Focused on effective communication, collaboration and iterative development for teams dealing with complex and dynamic projects at Allied Benefit Systems, Mokxa provided a framework that allowed them to prioritize and manage projects based on their strategic value, resource requirements, risk factors and alignment with business goals.

Integrated with Allied Benefit’s existing business system, they ensured that the overall project approval, resource allocation, and other governance processes are seamlessly automated and consistently maintained across departments.

Results RESULTS

Full Oversight, Built in 4 Weeks

1

App designer

4

Weeks deployment

360°

Project intakes view

"The solution provides Allied Benefit Systems with a single source of truth for quick access to project details, progress reports, and all relevant data, built and deployed by one developer in four weeks."

Provision of a 360° view on new project intakes that effectively captured key performance indices through executive dashboards, detailed reports, and project timelines. This has enabled key stakeholders at Allied Benefit to better manage resources allocations and prioritize initiatives

Automated processes freed up the team to focus on the creative aspects of project management.

Built-in business rules, templatized forms and consolidated data lists reduced the likelihood of human errors, allowing Allied Benefit to scale with lesser risk and fewer variables.

Integrated with the existing ecosystem of technologies and legacy systems such as Azure DevOps, Microsoft tools, SQL server, etc. In one environment — Joget, ensuring Allied Benefit’s users were seamlessly aligned with their business needs and objectives with a unified user experience

Optimized risk management by providing visibility into project risks and issues, while proactively triggering any concerns to allow project managers to create contingency plans, mitigate perceived risks, and avoid potential delays or cost overruns.

Enabled fusion team collaboration by standardizing workflows for project approvals, critically assignments, business justifications, and other related aspects across both business and IT teams.

This ensured that the right people were involved in decision-making, and standardized processes were consistently implemented across projects.

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