Presentation at OpenText EIM days in Houston by Mike Randash, Nelnet Executive Director IT. BPM, Workflow, ECM, Smart Process Applications

1. Six Steps
To Implementing
Metastorm BPM
Mike Randash, Executive Director of IT
Nelnet Diversified Solutions
MikeRandash@n-d-s.com
@mrandash
MikeRandash

2. Nelnet Company
Overview

3. Nelnet’s Mission
Making educational dreams possible

4. NBS:
Payment
Processing
1.5 million
families
NES:
Education
Planning
6 million
students
NDS:
Loan
Servicing
10+ million
borrowers
Asset
Mgmt.
$24 billion
What We Do

5. Acquisitions

6. Department of Education Focus
• Servicing student loans for 30+ years
• Provide customer-focused, high-quality
loan servicing through our process-based
business operations and experienced
technology teams
• Ranked #1 servicer overall on Federal
Student Aid (FSA) quarterly survey

7. Six Steps to Nelnet
Enterprise BPM

8. Step 1: Evaluate BPM
Vendors and
Alternatives

9. Evaluate BPM Vendors
and Alternatives
• Current OpenText eDocs customer
– 100m documents
– 500m pages
– 25 terabytes of storage
– Student loan documents
– Must retain but rarely retrieve
• OpenText Vista Plus: IBM iSeries Archive

10. Evaluate BPM Vendors
and Alternatives (cont.)
• Vendor Short List…

11. Evaluate BPM Vendors
and Alternatives (cont.)
– OpenText won, or I wouldn‟t be here today 
– Metastorm
– Scalability
– Ease of use
– Ease of integration
– Technology fit
– Familiar paradigm
– Good references
– Confidence in professional services
– OpenText relationship

12. Step 2: Conduct
Pilot Project

13. Conduct Pilot Project
• Department of Education (FSA)
• Total and Permanent Disability
• Requests shared by email, Excel, etc.
• Manual, error-prone, lack of audit trail
• Very important customer service and
survey

14. Conduct Pilot Project (Cont.)
• From Department of Education (FSA):
– “We are very happy with the results…
EXCEPTIONAL in their presentation,
patience, training, and delivering the final
product within the established timeframes.”
– “Definitely an „A‟.”

15. Step 3: Convert Existing
BPM/Workflow

16. Convert Existing
BPM/Workflow
• Enrollment processing (Vendor A)
• Loan accounting (Vendor B)
• Guarantor claims (Filebound)
• Private loans (SharePoint with Vendor C)
• Standardized on one vendor solution
• Reduced maintenance costs

17. Step 4: Evaluate
Customer
Touchpoints & Process
Triggers

18. Evaluate Customer
Touchpoints & Process
Triggers

19. Customer
Correspondence
A picture tour of our mailroom initiating
processes using Metastorm BPM

20. Lincoln, NE Mailroom Delivery

21. Mail Received in Document
Services For Scanning

22. Envelopes Loaded In OPEX

23. Envelopes Sliced and All
Contents Scanned to Kofax

24. Conveyor Scanner

25. BPM Process Auto-Started

26. Working Mail Electronically
Through Metastorm BPM

27. Step 5: Identify
System-Generated
Manual Processes

28. Identify System-Generated
Manual Processes
• Line-Of-Business System Exceptions
• Errors
• Manual Review
• Reports

29. Step 6: Evangelize BPM
With IT and Operations

30. Evangelize BPM With IT and
Operations
• Become a common tool for all IT teams
• Operational business analysts
– Modeling/Design
– Business rules
• Investigate and implement
– ProVision
– Call center
– Mobile capture
• Continued success that creates a buzz

31. Mike Randash, Executive Director of IT
Nelnet Diversified Solutions
MikeRandash@n-d-s.com
@mrandash
MikeRandash