AgFirst & Bizagi joined over 125 IT Executives representing over $217b in services solving process issues around Loans, Leases and Credit Authorizations delivering essential infrastructure services to America’s rural communities at the Farm Credit Symposium 2015 in Las Vegas, Nevada. This presentation was delivered to esteemed professionals looking for agile solutions dedicated to Financial Services utilising Bizagi BPMS,

1. Business Process Management
Bala Sivankoil
Director, Application Development
AgFirst Farm Credit Bank

2. 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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3. 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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4. 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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5. 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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6. Integration
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7. 7
Web services + separate virtual data layer
Loose coupling = easy reuse and faster developments
Integration

8. Process Diagram
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9. Process Diagram
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10. Loan Approval Process
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User portal helps to prioritize work based on SLAs

11. Loan Approval Process
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Credit data from multiple sources on one easy to use screen

12. Continuous Improvement
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13. Analytics
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Out of the box performance reports – real time/historical
End users can also build their own custom reports

14. Mobile Support
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Out of the box mobile UI – no additional development
User forms automatically adapt to mobile/tablet/desktop

15. 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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16. 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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