Accelerate Time to Business
Outcomes through BPM




     Define, Measure, Target, Achieve and Improve
Newgen Overview

   •      Software Products in Business Process Management
                                                                       Investors
          (BPM), Enterprise Content Management (ECM) &

          Customer Communication Management (CCM)

   •      800+ installations across 40 countries

   •      Solutions for Banking, Insurance, Healthcare, BPO/SSCs,
                                                                       Offices
          Telecom and Government
                                                                       USA
   •      Credited with some of the world’s largest implementations    UK
                                                                       UAE
   •      Innovative culture, Consistent R&D investments, 35 patents
                                                                       Malaysia
   •      Employee strength 1100+                                      India

   •       Certified for ISO 9001:2008, ISO 27001:2005 and CMMI

          Level3


Company Confidential. Copyright 2010                 2
Newgen Overview - Industry Recognition


                                2010 BPMS & 2010 ECM MQ Reports             Very Large Installations

                                Emerging India Award for IT, ITeS and ICE       Fastest Growing

                                Market Leader in DM & WF                         Market Leader

                                Innovator in ECM                                    Innovator


                                Significant player in Banking                   Significant Player


                                2009 Red Herring 100 Global Winner               Global Winner




Company Confidential. Copyright 2010                                3
Our Global Customer Relationships




          Banking &
          Finance




          Insurance


         BPO &
         Shared
         Services


          Telecom

          Others

Company Confidential. Copyright 2010   4
Delivering Sustainable Business Outcomes



                                                                                         Business
                                                              Continuous Process         Transformation
                                                              Improvement
                                       Optimization                                      • Centralized processing
                                                              •Change processes and
                                                                                         •Establishment of SSC /
                                       • Identify & resolve   business rules quickly
                                                                                         outsourcing
                                       Bottlenecks            and easily
                                                              •Process Standardization   •Building Competitive
                                       •Workload                                         Advantage
                                       Management             across regions
      Process                                                 •Center of Excellence
      Automation                       •Improve SLAs
                                       • Reduce Cycle Times   •Achieve Operational
      •Process Visibility                                     Excellence
      •Eliminate delays                •Compliance
                                                              •Higher customer
      due to Manual                    • Improve              satisfaction
      Hand-Offs                        Productivity
      •Exception handling
      •Real-time
      dashboards for KPI s




Company Confidential. Copyright 2010                           5
Delivering Business results in 1 Business Quarter
                                       Customer Delight
                                       • Customer Onboarding - Reduce Cycle times by 80%
                                       • Customer Service Delivery - 100% visibility

                                       Agility & Market Responsiveness
                                       • Faster Change Management - Reduce from weeks to days
                                       • Time for new process rollout - Reduce from months to weeks

                                       Compliance & Quality
                                       • SLA Adherence - Increase to 99%
                                       • Auditability & Adherence to Regulation - Increase to 100%

                                       Scaling Capacity
                                       • Productivity - Increase by 70%
                                       • First Time Right - Increase to 70%
                                       • Process TAT (Cycle Time) - Reduce by 80%
                                       Manage Cost
                                       • FTE Reduction - Reduce by 50%
Company Confidential. Copyright 2010   • Document Handling Cost -6Reduce by 50%
Newgen’s Value Proposition

                                        Business Outcomes




                                            Breakthrough
                          BPM Product                        Industry Solution
                                            Implementation
                             Suite                             Frameworks
                                             Methodology




Company Confidential. Copyright 2010                7
Newgen OmniFlow BPM Product Suite




Company Confidential. Copyright 2010   8
Importance of Choosing Right



                                                             High Importance



                                                    Automate to          Automate to
                                                      Improve              Optimize
                                                    Visibility and        Process for
                                                      Decision             meeting
                                                       making           Business Goals

                                          Low
         ORGANISATION BUSINESS PHASE                                                        High
                                       Frequency                                         Frequency
                                                                         Automate to
                                                   Don’t focus on        reduce cost
                                                       these             and improve
                                                                          efficiency



                                                            Low Importance

                                                   PROCESS CHARACTERISTICS


Company Confidential. Copyright 2010         9
Newgen Breakthrough Implementation Methodology



                      Level 1                   Level 2                    Level 3
         • Automation and               • Optimization and         • Use BPM as layer to fill
           visibility                     Standardization            gaps in Core Systems
         • Simple Processes with        • Integration with Core    • Bring Agility through
           defined number of              Systems                    additional sub-systems
           steps                        • Focus on achieving       • Data and Application
         • Common Activities              Business Goals like        Integration
           provided on workdesk           SLAs, productivity and   • Maintenance of master
         • Interface for mapping          compliances                data
           tool-kit action to profile   • Real time dashboards     • 12 weeks
         • Users can deploy the         • Better Exception
           process themselves             Management
         • Small Set of Users           • 4 weeks
         • Days


Company Confidential. Copyright 2010                  10
Newgen Breakthrough Implementation Methodology



                      Level 1                   Level 2                    Level 3
         • Automation and               • Optimization and         • Use BPM as layer to fill
           visibility                     Standardization            gaps in Core Systems
         • Simple Processes with        • Integration with Core    • Bring Agility through
           defined number of              Systems                    additional sub-systems
           steps                        • Focus on achieving       • Data and Application
         • Common Activities              Business Goals like        Integration
           provided on workdesk           SLAs, productivity and   • Maintenance of master
         • Interface for mapping          compliances                data
           tool-kit action to profile   • Real time dashboards     • 12 weeks
         • Users can deploy the         • Better Exception
           process themselves             Management
         • Small Set of Users           • 4 weeks
         • 5 days


Company Confidential. Copyright 2010                  11
Industry Solution Frameworks
                                                Banking and Financial Services
                                   Account Opening, Account maintenance, Customer Query
                                  Resolution, Loan Origination and Servicing, Card Processing,
                                  Remittance, LC Issuance and Amendment, Corporate Credit,
                                             Accounts Payable, Commercial Loans

                                                           Insurance
                                        Claims Processing, Policy Servicing, New Business,
                                       Customer Query Resolution, Electronic Statements….

                                                           BPO / SSC
                                  Claims Processing, Credit Card, F & A Process, HR Processes,
                                     Procure to Pay, Order to Cash, Employee On-boarding

                                                          Healthcare
                                       Member Enrollment, Complaints & Grievance Handling,
                                          Contract management, Provider Credentialing

                                                         Government
                                  e-Gov office, Office Automation, Complaints and Grievance
                                            Management, Citizen Centric Processes
                                                                  12
Company Confidential. Copyright 2010
Success Stories
Newgen’s BPMS enables a leading Bank to
accelerate Customer On-boarding

       Business Process: Customer On-boarding


                                       Challenges




        Coping with                                           Unavailability
            high                                High Turn-                                       Significant   High cost of
                                Lack of                        of real-time
        transaction                            Around-Time                        Manual       redundancies    operations
                             standardized                          data
                                                 (TAT) and                     monitoring of    around data      and non
          volumes               process
                                               inconsistent
                                                               hampering
                                                                                operational        capture,     standard
          owing to               across                         proactive
                                                 customer                         metrics            work       customer
        high growth             regions                         decision-
                                                experience                                       forwarding       service
           rates                                                 making




Company Confidential. Copyright 2010                                    14
Newgen’s BPMS enables a leading Bank to
accelerate Customer On-boarding


                                Solution                                            Benefits

                                                                   Cycle Times reduced from 5 days to 2 days
           Newgen’s BPM & ECM suite- OmniFlow™and                          consistent across branches
                         OmniDocs™

                                                                   SLAs adherence improved from 70% to 95%

                                                                   Resource Utilization increased from 70% to
     The Account Opening Process was implemented in 3
     months which involved setting up 30 scanning HUBs
                                                                                       99%
    and initiation from all 230+ branches, Automatic hand-
       off of incoming work and removed redundancy,                 First time right-FTR processing improved
                                                                                 from 50% to 70%

                                                                        Segmented service levels based on
    BAM dashboard for 360˚ business monitoring, 400+ reports                    customer value
     for Process Metrics, Performance Metrics and Functional
    Metrics , Establishment of a CoE (Center of Excellence) that
      works towards continuous processes improvement and                 Capacity planning through BAM
                   faster roll-out of new processes

Company Confidential. Copyright 2010                               15
Improving Critical Business Processes at a leading
Life Insurance Company

       Business Process: New Policy Issuance and
       Policy Servicing

                                       Challenges




                                                                                                                                 High turn
                                                                                                                            around time to
                                                                                                                                  process
                                                                                                                                 customer
       Processing                          Dependency on                                                    Difficulty in
                                                                                               Major                        requests due to
                                              physical                                                         meeting
       delays and                           movement of
                                                             Difficulty in
                                                                                High
                                                                                           challenges in
                                                                                                             regulatory
                                                                                                                             complexity of
                           High process                     measuring and                  handling the                       requests and
          low               Cycle Time
                                             documents
                                                            monitoring of
                                                                             operational
                                                                                            burgeoning
                                                                                                           requirements
                                                                                                                                difficulty in
                                              between                           costs                      and customer
       productivit                          departments
                                                            performance                      volume of
                                                                                                              servicing
                                                                                                                                 retrieving
            y                                                                              transactions                           relevant
                                            and locations                                                     timelines
                                                                                                                                 customer
                                                                                                                               information
                                                                                                                             from different
                                                                                                                                  sources




Company Confidential. Copyright 2010                                         16
Improving Critical Business Processes at a leading
Life Insurance Company

                                Solution                                    Benefits


                                                                 More than 75% reduction in TAT,
             Newgen’s BPM solution- OmniFlow.
                                                                processing time and servicing time


                                                              More than 100% increase in productivity
     The solution is used by more than 3000 users.              level in the first year of deployment,
     Solution implemented at 37 locations in India             exceeding 250% over the next 3 years
       including the head office. The centralized
         solution has all the process rules and
     business logic built into its design, enabling it          Almost 300% increase in volumes of
     to handle all kinds of complexities associated                transactions handled per day
       with policy issuance for different kinds of
       product categories. The organization now
     processes over 60,000 Application Forms per              More than 50% reduction in operational
                            day                                               costs


Company Confidential. Copyright 2010                     17
Why Newgen?




         Partner who delivers            Partner who      Partner who helps to
         you business results          understands your    grow your business
                                           business




Company Confidential. Copyright 2010             18
Thank You




Company Confidential. Copyright
Company Confidential. Copyright 2011   19
Our Global Customer Relationships




         Banking &
         Finance




          Insurance


         BPO &
         Shared
         Services


         Telecom

         Others

CompanyConfidential. Copyright 2010
Company Confidential. Copyright 2011   20

Accelerate Time to Business Outcomes through BPM

  • 1.
    Accelerate Time toBusiness Outcomes through BPM Define, Measure, Target, Achieve and Improve
  • 2.
    Newgen Overview • Software Products in Business Process Management Investors (BPM), Enterprise Content Management (ECM) & Customer Communication Management (CCM) • 800+ installations across 40 countries • Solutions for Banking, Insurance, Healthcare, BPO/SSCs, Offices Telecom and Government USA • Credited with some of the world’s largest implementations UK UAE • Innovative culture, Consistent R&D investments, 35 patents Malaysia • Employee strength 1100+ India • Certified for ISO 9001:2008, ISO 27001:2005 and CMMI Level3 Company Confidential. Copyright 2010 2
  • 3.
    Newgen Overview -Industry Recognition 2010 BPMS & 2010 ECM MQ Reports Very Large Installations Emerging India Award for IT, ITeS and ICE Fastest Growing Market Leader in DM & WF Market Leader Innovator in ECM Innovator Significant player in Banking Significant Player 2009 Red Herring 100 Global Winner Global Winner Company Confidential. Copyright 2010 3
  • 4.
    Our Global CustomerRelationships Banking & Finance Insurance BPO & Shared Services Telecom Others Company Confidential. Copyright 2010 4
  • 5.
    Delivering Sustainable BusinessOutcomes Business Continuous Process Transformation Improvement Optimization • Centralized processing •Change processes and •Establishment of SSC / • Identify & resolve business rules quickly outsourcing Bottlenecks and easily •Process Standardization •Building Competitive •Workload Advantage Management across regions Process •Center of Excellence Automation •Improve SLAs • Reduce Cycle Times •Achieve Operational •Process Visibility Excellence •Eliminate delays •Compliance •Higher customer due to Manual • Improve satisfaction Hand-Offs Productivity •Exception handling •Real-time dashboards for KPI s Company Confidential. Copyright 2010 5
  • 6.
    Delivering Business resultsin 1 Business Quarter Customer Delight • Customer Onboarding - Reduce Cycle times by 80% • Customer Service Delivery - 100% visibility Agility & Market Responsiveness • Faster Change Management - Reduce from weeks to days • Time for new process rollout - Reduce from months to weeks Compliance & Quality • SLA Adherence - Increase to 99% • Auditability & Adherence to Regulation - Increase to 100% Scaling Capacity • Productivity - Increase by 70% • First Time Right - Increase to 70% • Process TAT (Cycle Time) - Reduce by 80% Manage Cost • FTE Reduction - Reduce by 50% Company Confidential. Copyright 2010 • Document Handling Cost -6Reduce by 50%
  • 7.
    Newgen’s Value Proposition Business Outcomes Breakthrough BPM Product Industry Solution Implementation Suite Frameworks Methodology Company Confidential. Copyright 2010 7
  • 8.
    Newgen OmniFlow BPMProduct Suite Company Confidential. Copyright 2010 8
  • 9.
    Importance of ChoosingRight High Importance Automate to Automate to Improve Optimize Visibility and Process for Decision meeting making Business Goals Low ORGANISATION BUSINESS PHASE High Frequency Frequency Automate to Don’t focus on reduce cost these and improve efficiency Low Importance PROCESS CHARACTERISTICS Company Confidential. Copyright 2010 9
  • 10.
    Newgen Breakthrough ImplementationMethodology Level 1 Level 2 Level 3 • Automation and • Optimization and • Use BPM as layer to fill visibility Standardization gaps in Core Systems • Simple Processes with • Integration with Core • Bring Agility through defined number of Systems additional sub-systems steps • Focus on achieving • Data and Application • Common Activities Business Goals like Integration provided on workdesk SLAs, productivity and • Maintenance of master • Interface for mapping compliances data tool-kit action to profile • Real time dashboards • 12 weeks • Users can deploy the • Better Exception process themselves Management • Small Set of Users • 4 weeks • Days Company Confidential. Copyright 2010 10
  • 11.
    Newgen Breakthrough ImplementationMethodology Level 1 Level 2 Level 3 • Automation and • Optimization and • Use BPM as layer to fill visibility Standardization gaps in Core Systems • Simple Processes with • Integration with Core • Bring Agility through defined number of Systems additional sub-systems steps • Focus on achieving • Data and Application • Common Activities Business Goals like Integration provided on workdesk SLAs, productivity and • Maintenance of master • Interface for mapping compliances data tool-kit action to profile • Real time dashboards • 12 weeks • Users can deploy the • Better Exception process themselves Management • Small Set of Users • 4 weeks • 5 days Company Confidential. Copyright 2010 11
  • 12.
    Industry Solution Frameworks Banking and Financial Services Account Opening, Account maintenance, Customer Query Resolution, Loan Origination and Servicing, Card Processing, Remittance, LC Issuance and Amendment, Corporate Credit, Accounts Payable, Commercial Loans Insurance Claims Processing, Policy Servicing, New Business, Customer Query Resolution, Electronic Statements…. BPO / SSC Claims Processing, Credit Card, F & A Process, HR Processes, Procure to Pay, Order to Cash, Employee On-boarding Healthcare Member Enrollment, Complaints & Grievance Handling, Contract management, Provider Credentialing Government e-Gov office, Office Automation, Complaints and Grievance Management, Citizen Centric Processes 12 Company Confidential. Copyright 2010
  • 13.
  • 14.
    Newgen’s BPMS enablesa leading Bank to accelerate Customer On-boarding Business Process: Customer On-boarding Challenges Coping with Unavailability high High Turn- Significant High cost of Lack of of real-time transaction Around-Time Manual redundancies operations standardized data (TAT) and monitoring of around data and non volumes process inconsistent hampering operational capture, standard owing to across proactive customer metrics work customer high growth regions decision- experience forwarding service rates making Company Confidential. Copyright 2010 14
  • 15.
    Newgen’s BPMS enablesa leading Bank to accelerate Customer On-boarding Solution Benefits Cycle Times reduced from 5 days to 2 days Newgen’s BPM & ECM suite- OmniFlow™and consistent across branches OmniDocs™ SLAs adherence improved from 70% to 95% Resource Utilization increased from 70% to The Account Opening Process was implemented in 3 months which involved setting up 30 scanning HUBs 99% and initiation from all 230+ branches, Automatic hand- off of incoming work and removed redundancy, First time right-FTR processing improved from 50% to 70% Segmented service levels based on BAM dashboard for 360˚ business monitoring, 400+ reports customer value for Process Metrics, Performance Metrics and Functional Metrics , Establishment of a CoE (Center of Excellence) that works towards continuous processes improvement and Capacity planning through BAM faster roll-out of new processes Company Confidential. Copyright 2010 15
  • 16.
    Improving Critical BusinessProcesses at a leading Life Insurance Company Business Process: New Policy Issuance and Policy Servicing Challenges High turn around time to process customer Processing Dependency on Difficulty in Major requests due to physical meeting delays and movement of Difficulty in High challenges in regulatory complexity of High process measuring and handling the requests and low Cycle Time documents monitoring of operational burgeoning requirements difficulty in between costs and customer productivit departments performance volume of servicing retrieving y transactions relevant and locations timelines customer information from different sources Company Confidential. Copyright 2010 16
  • 17.
    Improving Critical BusinessProcesses at a leading Life Insurance Company Solution Benefits More than 75% reduction in TAT, Newgen’s BPM solution- OmniFlow. processing time and servicing time More than 100% increase in productivity The solution is used by more than 3000 users. level in the first year of deployment, Solution implemented at 37 locations in India exceeding 250% over the next 3 years including the head office. The centralized solution has all the process rules and business logic built into its design, enabling it Almost 300% increase in volumes of to handle all kinds of complexities associated transactions handled per day with policy issuance for different kinds of product categories. The organization now processes over 60,000 Application Forms per More than 50% reduction in operational day costs Company Confidential. Copyright 2010 17
  • 18.
    Why Newgen? Partner who delivers Partner who Partner who helps to you business results understands your grow your business business Company Confidential. Copyright 2010 18
  • 19.
    Thank You Company Confidential.Copyright Company Confidential. Copyright 2011 19
  • 20.
    Our Global CustomerRelationships Banking & Finance Insurance BPO & Shared Services Telecom Others CompanyConfidential. Copyright 2010 Company Confidential. Copyright 2011 20