AgFirst BPM Presentation | Farm Credit Symposium 2015

Business Process ManagementBala Sivankoil

Director, Application DevelopmentAgFirst Farm Credit Bank

Our Challenge

• Our 19 customers are independent organizations• Differences in portfolio, business culture and

business processes• Commonalities but also customization needs• Complex regulatory needs• Complex business logic and calculations• Current manual/semi-automated business

processes• Mobile access

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Key Success Factors

• Finding the right development platform• Engaging our customer• Time to market• User experience• Bringing about change and adoption

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Why BPMS?

• Workflow centric solution• Enterprise rapid development platform• Ability to set and monitor process metrics• Out of the box mobile support• Conducive to Agile development methods

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Accomplishments

• Quick ramp-up time with comprehensive online developer training

• 1st complex Loan Approval automation in 16 weeks• Improved customer engagement• Performance metrics and usability• Customer acceptance with adoption and overall

efficiency gains• Integration with key backend systems

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Integration

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Web services + separate virtual data layerLoose coupling = easy reuse and faster developments

Integration

Process Diagram

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Process Diagram

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Loan Approval Process

10User portal helps to prioritize work based on SLAs

Loan Approval Process

11Credit data from multiple sources on one easy to use screen

Continuous Improvement

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Analytics

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Out of the box performance reports – real time/historicalEnd users can also build their own custom reports

Mobile Support

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Out of the box mobile UI – no additional developmentUser forms automatically adapt to mobile/tablet/desktop

Process Portfolio

• Loan Approval• Appraisal Request• Check Request• Standards of Conduct (SOC)• Special Asset Management• Crop Insurance• Disaster Recovery Contact Info• Employee Onboarding

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Lessons Learned

• Proof of Concept before deciding vendor• Involve key stakeholders early and often• Explain and exploit the benefits of process

metrics• Start with a project that is simple but adds

considerable value

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