How to Deliver a Process in 8 Weeks: The AgFirst Story

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In today's fast-moving environment, businesses need to be agile to survive. And when it comes to processes, this means deploying lightning-quick technology and tangible results in weeks - not months. In this presentation, you'll learn how AgFirst Farm Credit Bank did just that. From internalizing agile methodology to incubating reusable assets, empowering a mobile workforce to creating a "Process Factory" - this is the story of AgFirst's award-winning journey to BPM success. First delivered to Gartner BPM North America attendees, Las Vegas December 11th 2014. Business Process Automation with Bizagi is created by Tony Stone, VP Business Applications, AgFirst Farm Credit Bank.

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Business Process Automation

with Bizagi™

Tony Stone

Vice President/Director Business Applications

AgFirst Farm Credit Bank:

Who we are…

• Located in Columbia, SC., since 1916

• Part of the Farm Credit System- the largest

agricultural lending organization in the United

States

• $29 Billion assets

• 350 Employees

• Cooperative corporate structure

AgFirst: Our Owner/Customers

• 19 farmer-owned financial cooperatives in 15 eastern states and Puerto Rico

• These cooperatives, operating as Farm Credit and Ag Credit agricultural credit associations, provide real estate and production financing to more than 80,000 farmers, agribusinesses, and rural homeowners

AgFirst: What we do…

• Provide business and technology services to our customer Associations

• Technology Services:– CRM

– Loan Origination/Servicing/Accounting

– Financial Accounting

– Human Resources

– E-Commerce

– Data Warehousing

– Data Center/Infrastructure

Competitive

Advantage!

Why BPMS?

• It is very difficult to ensure that operational processes are executed precisely in accordance with documentation

• Measuring, monitoring and reporting on process execution is very difficult

• The learning curve for new employees is very high

• The goal is to make processes, across the enterprises, more efficient and effective

Why Bizagi?

• Robust visual process modeling tool (free

download)

• Comprehensive training curriculum

• Intuitive user interface for web and mobile

access

• Architecture supports integration with

other platforms

• Rapid application development

Implementation Project

• Launched project in October 2013

• Infrastructure– Deployed non-product and production environments.

– Integration with data warehouse and imaging systems.

• Platform Training– Completed comprehensive analyst and developer

training.

• Pilot Process– Automated the loan approval process for one of our

District Associations.

The Loan Approval Process

• Crosses several roles in an organization

• Based on the type and amount of the loan action, different decision paths are required

• Directly impacts our ability to service retail loan customers

Loan Approval Form

Process Portal

Process Model Example

Project Results

• Project was completed in 9 months

• Only needed 3 months of one onsite Bizagi

consultant

• AgFirst is now completely self-sufficient

• Made a significant positive impact on the

customer’s business operations

• By all measures, the project was one of the

top successes in 2014!

Completed Processes

• Loan Approval

• Standards-of-Conduct

• Check Requests

• Appraisal Requests

• Crop Insurance

Next Steps

• Several more processes solutions are under

development

• By the end of 2015, we expect to have over

30 business processes in Bizagi

• We are now able to design, develop and

deploy a new process solution in less than 2

months

Recommendations

• Proof-of-concept for product selection

• Carefully select your pilot process

• Develop a center of excellence

• Use the visual process modeler as a tool to

bridge the gap between the business and

IT

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