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