Customer Details

Customer
Leading Non-Life Insurance Provider
Country
Thailand
Industry
Insurance

Implementation Partner

Partner
B Circle
How a Major SEA Insurer Made Its Approval Process 10x Faster and Reduced Costs by 80%

A leading non-life insurance company in Thailand was processing thousands of internal memos every month through a paper-based system with over 50 different form types. Approvals required passing through more than 10 management levels before reaching the CEO, taking several weeks. Memos were frequently lost in transit, and tracking status was nearly impossible across nationwide branches. B Circle built Mo-N-Flow on Joget, converting all paper forms to E-Forms, integrating electronic signatures, automating workflow routing based on the organisational structure, and adding LINE OA notifications. Approval time dropped from weeks to days, urgent requests are approved in under 24 hours, and memo-related expenses fell by 80%.

Challenges CHALLENGES

50+ Paper Forms, Weeks of Waiting

The internal process for requesting approvals via memos relied on the use of paper forms. In total, there were over 50 different types of paper forms.

Employees were required to complete these forms with the necessary information and submit them for approval in accordance with the company’s management structure and authority. The company generated several thousand memos each month.

With branches located nationwide, the memo approval process involved passing through more than 10 stages, following the chain of command, before reaching the CEO for approval.

Completing this process took several weeks, and keeping track of its status posed a significant challenge. Additionally, there were issues related to memos getting lost during the process, resulting in high associated operational costs.

"Urgent requests can now secure approvals within one day from memo initiation, a process that previously passed through more than ten management levels and took several weeks to complete."

Solutions SOLUTIONS

Digital Memo and Approval System

Mo-N-Flow modernized the internal memo management system through comprehensive digitization. This transformation involves the conversion of all existing paper forms into electronic forms (E-Forms) and the establishment of an approval workflow that aligns with the organizational structure.

The approval authority is seamlessly integrated into Joget’s Business Rules, providing system administrators with the flexibility to make necessary adjustments.

Once the memo process is completed, the system extracts data from the E-Form and approval history from Joget to generate a PDF memo. Electronic signatures from approvers are applied, and the PDF memo is merged with accompanying documents to create a single file.

This consolidated PDF memo is then stored in the Document Management system, ensuring easy reference and accessibility for users in need of the memo.

Furthermore, Mo-N-Flow has incorporated Line OA integration, enabling notifications to be sent to users via Line in addition to emails. The employee data and organizational structure are interconnected, guaranteeing that any changes in management personnel or department transfers are automatically reflected in the workflow process, eliminating the need for manual adjustments to the workflow.

Results RESULTS

10x Faster, 80% Cost Reduction

2000+

Active users

80%

Reduced expenses

10x

Faster approval process

Mo-N-Flow accelerates the approval process, reducing the timeline from weeks to days.

Urgent requests can now secure approvals within 1 day from memo initiation.

This streamlining significantly reduces the administrative workload associated with memo tracking and management.

As a result, there is an impressive 80% reduction in memo-related expenses, and the approval process is now 10 times faster.

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