Transforming Customer Onboarding: How Allied Benefit Systems Achieved Reporting Accuracy and Streamlined Business Processes with No-code/Low-code.

By -

To optimize business operations and ensure accurate reporting, Allied Benefit Systems empowered business users and delivered a Customer Onboarding Platform built on no-code/low-code within three months.



Effective onboarding processes play a crucial role in creating a positive impression on new customers. Yet, many businesses still need to rely on manual methods that can be time-consuming, error-prone, and inefficient.

Allied Benefit Systems (Allied), a US-based healthcare solutions company that prioritizes people, understands the importance of streamlined onboarding. As the largest independent third-party administrator in the US, Allied designs tailored self-insurance benefits solutions that integrate innovative medical management and cost-control strategies.  

The company collaborates with clients and benefits consultants to institute plans that support the best options for employees and their families. However, Allied's existing onboarding process was managed through spreadsheets and local databases, leading to issues such as a lack of integration, security risks, and manual processes prone to human errors. The current system needed help keeping track of Service Level Agreement (SLA) compliance and breaches, and there needed to be more oversight for managing SLA violations. Additionally, recurring activities such as updating business rules, adding new products/services, and onboarding new customers required the involvement of local technology-savvy personnel, which caused inefficiencies.

__________________ 

Developed and deployed an end-to-end customer onboarding platform on Joget DX within 3 months.

__________________ 

Addressing Challenges Head-On

To address these challenges, Allied engaged with a partner of Joget, Mokxa Technologies, a global business and technology solutions provider focused on delivering peace of mind to its clients by simplifying enterprise IT through hybrid thinking and game-changing solutions.


Together, they examined the existing processes and identified areas with the most potential for complications. They then identified preferred solutions and requirement mapping beforehand as part of the scope before starting development on Joget DX. They also kept a close pulse on issues that arose and proactively brought those to the team's attention to be addressed. 

On top of that, they mapped out a timeline that accommodates the upcoming busy quarter and ensures buy-in from all teams. In addition, they always maintained an effective communication strategy with the Mokxa and Joget teams in coordination with Allied's transformation journey.

Within 3 months, Mokxa and Allied successfully developed and deployed an end-to-end customer onboarding platform on Joget DX.

__________________


"With living, breathing processes, the ability of citizen developers to change, enhance, and develop quickly is a lot easier within the low-code platform."
Allison Swisher, VP Operations, Allied Benefit Systems.

__________________



Seamless Customization and End-to-End Tracking

Capitalizing on the Joget open source no-code / low-code platform, a comprehensive customer onboarding solution was developed and deployed in just three months. This user-friendly platform empowered Allied’s citizen developers, bypassing the need for specialized technical skills. The final solution features digitized forms, automated business processes, integrated rules, and synchronized workflows, all while effortlessly integrating with the company's vital systems—such as the enterprise data warehouse and active directory. Additionally, the platform features an intuitive record management system, enabling business users to smoothly initiate, monitor, update, and complete the onboarding process. By introducing this cutting-edge onboarding solution, manual procedures became a thing of the past, paving the way for remarkable advancements in efficiency, accuracy, and security. Allied's decision to minimize its dependence on technical expertise allowed business users to actively engage in the development process. This team-oriented strategy culminated in a streamlined, highly effective, and rewarding onboarding journey for both the company and its valued clients.


__________________


An Increase of 50% Productivity 
Projected an Overall 27% Return of Investment (ROI)
____________________

In conclusion, Allied has successfully implemented an innovative workflow orchestration that has transformed its onboarding processes. By fostering collaboration between business users and IT, the company has achieved a streamlined onboarding process that has resulted in impressive outcomes in no time. With an innovative workflow orchestration and an effective change management strategy through citizen development and low code, Allied has successfully onboarded nearly 2000 groups within a short span of 6 weeks. The company is also projected to achieve a 50% productivity improvement across its client onboarding processes with an overall 27% ROI. This success story highlights the importance of embracing digital transformation, citizen development, and low-code technologies to achieve optimal business outcomes. 


_____________________________________



Other resources to help you get started with Joget:



Comments

Post a Comment

Popular Posts

Security in Low-Code Applications: Cybersecurity Features and Best Practices for the Joget Open Source Platform

By -
Image
Introduction to Security Benefits and Risks in Low-Code Platforms As digitalization becomes increasingly prevalent, low-code platforms are rapidly gaining adoption across industries. Employing visual techniques to programming, they enable the development and delivery of applications in a fraction of the time required by traditional coding. According to Forrester’s Now Tech: General-Purpose Low-Code Development Platforms, Q1 2021 , low-code platforms are “vital to digital business” and “proven in even the most mission-critical use cases”. However, the proliferation of apps and digital solutions bring with it increased cybersecurity risks like phishing attempts and ransomware attacks. As the SolarWinds hack in 2020 and Microsoft Exchange hack in 2021 demonstrated, the cost of security lapses can be monumental. Security considerations are therefore paramount, so how would they apply to low-code platforms? Source:  Don’t Ignore Security In Low-Code Development, Forrester Research Inc...
Read more

No-Code, Low-Code and Pro-Code: Why Flexibility is Essential for Digital Transformation

By -
Image
Introducing Business Reporting and API Management Addons for Joget DX The COVID-19 coronavirus pandemic will be viewed in history as a significant point in human history. In the post-pandemic world, digital transformation can no longer be delayed and organizations need to adapt quickly, or perish, as the old ways of working no longer apply in the new normal. Based on Forrester’s Q1 2020 Digital Process Automation Survey , over 70% Of organizations still have paper-based process dependencies, as shown in the figure below. With a modern open source no-code/low-code platform like Joget DX , organizations can rapidly build, deploy and adapt applications to cater to ever changing needs. In this article, we will talk about the need for flexibility in application platforms to meet digitalization needs, and how the extensibility of Joget DX enabled the introduction of new add-ons for business reporting and API management . No-Code, Low-Code and Pro-Code: Flexibility and Extensibility There mi...
Read more

DISINI™ Vehicle Inspection & Insurance App

By -
Image
The DISINI™ Vehicle Inspection & Insurance App is an application that can be used standalone or in a composable application environment on the Joget DX low-code platform. Enterprises will be able to use the application to manage their fleet of vehicles, track insurance policies expiry and conduct regular vehicle inspections. Summary of the App features are: Track your vehicles' insurance policies and set email reminders of the renewals. Assign inspectors to conduct scheduled vehicle inspections. Supervisors will be able to set reminder notifications for the inspectors of upcoming vehicle inspections. Inspectors will be able to check their calendars for scheduled inspections that have been assigned to them. Create and manage inspection checklists templates for the many vehicle types. Inspectors will be able to update and check their Dashboard for inspection tasks. Supervisors will be able to keep track of all assigned inspection tasks and follow up accordingly. The following ar...
Read more

Superapps in the Enterprise: Up, Up and Away!

By -
Image
 “We think these applications are so compelling that we don’t just call them apps, we call them super apps… Super apps are applications that once you start using them, you’ll wonder just how you lived without them” - BlackBerry founder Mike Lazaridis. What is a Superapp?  In the early days of the smartphone revolution, BlackBerry founder Mike Lazaridis first coined the term “super app” (or “superapp”) in a MWC 2010 keynote speech . He defined them as “a closed ecosystem of many apps that people would use every day because they offer such a seamless, integrated, contextualized and efficient experience.” According to Gartner®, “a superapp is like a Swiss army knife with a range of component tools (miniapps) that the user can use and remove as needed”.  We consider superapps to be a single platform where miniapps are integrated, thus providing a seamless experience to its users. Here are some statistics and predictions from 2022 Gartner Top Strategic Technology Trends for 2...
Read more