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Workflow automation tool
Case Study: Workflow automation tool
Situation
A commercial bank needed a new workflow automation tool to help staff members of a newly created group to learn new roles, adapt to new workflow requirements, and introduce them to automated processes and commercial banking routines. The staff was expected to fully learn and understand the new roles and processes within a compressed time frame. The Banking operations unit, with ample content had a 5 week timeframe to develop and roll out a highly intuitive new workflow automation tool to the new staff group.
Solution
ClickNow created an easy-to-navigate workflow automation tool which enabled staff to learn processes quickly and identify additional efficiencies and processes. The tool helped staff better leverage interaction between groups and processes, and automate activities such as basic annual review processes.
ClickNow delivered workflow efficiency tools for commercial staff so they could share information and activities throughout the front and back-offices, creating operational efficiencies and providing managers and senior management faster access to information to help them make better decisions.
Result
ClickNow created a new customized workflow tool in 50% of the traditional development time frame. Development costs were reduced by nearly 30%.
The workflow automation tool increased staff understanding of roles, positions, and processes resulting in improved overall efficiencies.
Copyright 2009 ClickNow. All rights reserved.
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