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

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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 spreadsheet...

Case Study - One to Many Grid Form Design on Joget Workflow Form Builder

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This post is a follow up from an earlier posting of Joget Workflow Form Builder - More than Just Workflow , in our quest to explore different kinds of form designs. Technical aspects discussed in this posting requires slight elevation of technical know-how, such as database table design and ERD (entity relationship diagram). In this case study, we shall use the default Expenses Claims App that comes bundled by default with every Joget Workflow installation, so that this article can double as a how-to guide for everyone to try it out. Let’s begin! When submitting a new claim, there’s a spreadsheet element to facilitate the entry of claim items. The spreadsheet element is a grid element where it establishes a one-to-many entity relationship between the claim and claim entry entities. Through the use of “Multirow Form Binder”, the claim form would be able to save the multirow data of spreadsheet into the “Expense Claim Entry” form table. “claim” is the foreign ke...

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