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Return on Investment Are your business processes optimized
to provide maximum value back to your organization?
Managing and measuring ROI is a tricky path.Our unique
process offers an independent perspective to help coach and
manage to optimal efficiency.
PLAN
Define your organization’s objectives then align the
benefits expectations from each of your systems
and processes to your overall business targets.
During and following system implementations,
some features and functions are deferred due to
scope and learning curves.Continually review your
plan and revisit these features.
STRATEGIZE
Ensure your targets by aligning them against key
system processes and features.Engage user
feedback to further adapt your processes and
ensure a motivated and engaged employee
environment.Focus on ensuring adoption of the
new processes to fully realize the benefits.
MONITOR
Review and track your results to get your systems
working for you.As your processes mature,optional
features or functions may results to their goals.
Refine the processes to leverage your team’s skills
as they adapt.Explore additional automation
options to increase the return on your investment.
Value Optimization
PATHWAY PARTNERS
Pathway Partners Ltd.
Working with our clients
on the path of success.
www.pathwayltd.com
info@pathwaypartners.com
416-214-4284

2. How does it work?
First we start with a technical survey and scoring
system to identify your current technology position.
Next,we complete staff and process audits.
Through this detailed review,we can see how your
processes are working for you.Results are
benchmarked and recommendations are offered
including the associated benefits to be expected.
Your team can review the recommendations and
adopt based on your organizational goals and
priorities.Annual reviews measure the improved
ROI and track additional opportunities.
How do we know when we hit our
ROI targets?
Many projects measure success by achieving the go
live.That is only the start of the new adventure
though.Monitoring the impact across your
organization is tricky.
The insurance industry minimizes layoffs so
standard headcount methods aren’t appropriate.
Measuring the results requires tracking re-allocated
resources,monitoring work levels and productivity
benchmarks and valuing the transactions and
production rates.Our benchmarking process
identifies successes and opportunities in your
processes across your organization.
What if we are considering changing
or upgrading one of our systems?
Leverage this opportunity to define the key
benefits your organization wants to achieve when
undertaking a system update.By defining your
goals and desired benefits,agnostic of the
solutions,you will ensure that you can
communicate to your vendors specific expectations
and let them demonstrate how they will help you
meet your goals.
What if we already have our systems
in place?
Assess your current position and how your systems
are meeting your organization’s needs.Our unique
scoring program tells you how your organization is
doing against your peers with similar technology
levels and if there is optimization opportunity
within your existing solutions.
How are staff assessed?
Our program is about how your solutions are working
for your people.We review how efficiently they can
process common transactions and access information
required to service policyholders.It’s about spending
time on revenue and service instead of manual
system tasks.
If requested,training and coaching services can be
assessed separately.
What is the cost to implement the
recommendations?
Frequently,recommendations can be implemented
with minimal expenses through system
configurations,automation settings and document
set ups.Other solutions may require the engagement
of your vendor or additional efforts.
The program helps identify and prioritize the
recommendations and assist with informed decisions
based on ROI and impact to your organization.Your
organization can then assess the recommendations
based on their time,scope and budgetary constraints.
What if we are considering
an acquisition?
Leverage our unique scoring solution for both
organizations and compare the results to identify
compatibility and strengths of each organization.
Gain additional insight into the corporate culture
of how the teams are leveraging their solutions
and processes.
FREQUENTLY ASKED QUESTIONS
pathwayltd.com