1. FILEBOUND AUTOMATE
CONFERENCE
Heather Magic
Director of Individual and Group Administration
Delta Dental of Colorado

2. 2
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
INTRODUCTION
+ Delta Dental of Colorado
+ Established in 1958, Delta Dental of Colorado is the state’s leading dental benefits
company, serving more than one million members with high-quality, cost-effective dental
plans. A nonprofit organization, Delta Dental of Colorado’s mission is to improve the oral
health of the communities it serves

3. 3
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
INTRODUCTION
+ Director of Group and Individual Administration
+ ECM Project Sponsor

4. 4
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
BECOMING A FILEBOUND CUSTOMER
+ Upland FileBound tools implemented
+ Repository, External eForms, Internal eForms, Enterprise Workflow
+ Started as a repository search only
+ Quickly became a pursuit to embrace a methodology of automation
Out of space Finding
documents
Recreating
documents
Disaster
Recovery
No clear and
reproducible
processes

5. 5
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
AUTOMATED
DOCUMENT
GENERATION
• Solution utilizes Enterprise eForms
& Workflow
• Automates integration with
Business Data
• Automates document generation
for process completion
01. Group Booklets & Contracts
• Solved hours of document creation
in minutes

6. 6
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
WORK ALLOCATION
• Solution utilizes Enterprise eForms
& Workflow
• Solution notifies sender once work
items have been assigned
• Automated work assignments02. Email Distribution
• Process is used within 4 teams
• Solved work allocation Issues
• Solved process visibility issues
• Solved notification to sender issues

7. 7
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
BUSINESS PROCESS
MANAGEMENT
• Solution utilizes Enterprise eForms
& Workflow
• Automates integration with
Business Data
• Automates integration with
Enterprise Web Crawler and
manages through automation the
assembling of documents and data
from web sources
• Automates document generation
for process completion
03. Dentist Onboarding
• Process spans 3 departments
• Solved Compliance Accountability
• Solved Process issues
• Solved Process Visibility issues

8. 8
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
BUSINESS PROCESS
MANAGEMENT
• Solution utilizes Enterprise eForms
& Workflow
• Automates integration with
Business Data
• Automates communication with
Sales Team
04. Change Checklist
• Process spans 5 departments
• Solved Process issues that other attempts
could not solve
• Solved Process Visibility issues

9. 9
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
BUSINESS PROCESS
MANAGEMENT
• Solution utilizes Enterprise eForms
& Workflow
• Automates integration with
Business Data
• Automates integration with
Enterprise Web Crawler and
manages through automation the
assembling of documents and data
from web sources
• Automates communication with the
Broker
• Automates document generation
for process completion
05. Broker Onboarding
• Process spans 2 departments
• Solved Process issues
• Solve Visibility issues

10. 1 0
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
BUSINESS PROCESS
MANAGEMENT
• Solution utilizes Enterprise eForms
& Workflow
• Automates Contract approval
process
• Automates Contract renewal
process
06. Contract Management
• Process spans all departments and Senior
Leadership Team
• Solved Process issues
• Solve Visibility issues

11. 1 1
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
DELTA DENTAL OF COLORADO SUCCESS
+ Increased productivity
+ More is done with less manual Steps
+ Increased Accuracy
+ The correct managed process is performed every time
+ System performed automation
+ SLAs can now be measured and are being met
+ Visibility and Accountability
+ Across Department Processes
+ Across Organization Processes
+ True and measurable KPIs have been met
+ No longer best guess work or intuition based upon past performance
+ ROIs have exceeded all original expectations
+ Direct lower operational and administrative costs
ROI
+ ROI’s were between
57% and 76% for the
different projects
+ More documents
processed
+ More work completed
+ More overall savings

12. 1 2
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
DELTA DENTAL STAKEHOLDER SUCCESS
+ Dentist
+ Brought into the Delta Dental network more quickly
+ Resolve issues more quickly
+ Re-credentialing process is much faster and streamlined
+ Brokers
+ Begin selling Delta Dental policies more quickly
+ Verification process is much faster and streamlined
+ Groups (Organizations)
+ Resolve issues more quickly
+ Group Employees receive dental services more quickly
+ Individuals
+ Resolve issues more quickly
+ Individuals and their families receive dental services more quickly

13. 1 3
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
LESSONS LEARNED
+ Success is a partnership
+ Internal partners
+ External partners
+ Work with the right FileBound Partner
+ Delta Dental of Colorado found Tromba Technologies to be the perfect FileBound partner
+ Constant internal communication with internal Senior Leadership
+ Constant communication between Delta Dental of Colorado and Tromba
+ There has to be a champion internally with the overall vision (not just a single project vision)!

14. 1 4
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
WHAT’S NEXT?
+ Group Onboarding
+ Continue to expand on bringing manual business process into managed
FileBound business processes
+ Continue to expand on bringing manual business tasks into managed
FileBound automation

15. 1 5
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
Q & A

16. 1 6
C o m p a n y C o n f i d e n t i a l
©2016 Upland Software, Inc.
Thank you!
Heather Magic
Director
Delta Dental of Colorado
hmagic@ddpco.com