- The document discusses a case study of a leading private bank in India automating over 60 of its processes using Newgen's business process management suite. - Key challenges included high programming efforts required to make changes, high process downtimes, and manual intervention leading to slow turnaround times. - Newgen implemented its BPM, document management, and scanning solutions to automate processes across different bank functions and geographies, reducing manual work and allowing easy change management with minimal downtime.

1. Case Study Banking
SOLUTIONSN FOR R B U S I N E S SPROCESS S && CONTENTM MANAGEMENT
ANAGEMENT
Automation of Trade Finance and other Banking
Processes using Newgen’s BPM suite
For a Leading Private Bank in India
Overview
The client is one of the leading private banks in India. The bank offers a wide range
of banking products and financial services to corporate and retail customers
Solution Highlights through a variety of delivery channels and through its specialized subsidiaries and
! Automation of more than affiliates in the areas of investment banking, life and non-life insurance, venture
capital and asset management.
60 processes
! Automation of complete
CONTENT
The Challenge
trade finance factory The Bank was using a BPM platform for its various processes. But they found that
processes the existing BPM solution was not flexible enough to make quick changes in
processes for continuous process improvement. Incorporating a minute change
! Solution across
required high programming efforts and costs along with very high process
geographies downtime.
! Center of Excellence for
continuous process The Bank wanted to replace the existing BPM platform and automate its processes
on an integrated ECM/ BPM framework for increased process efficiency and
improvement and faster
reduced turn around time. The processes to be automated were spread across
roll-out of new processes different functions and geographies of the bank operations. Following are the key
challenges faced by the bank:
S O L U T I O S F O BUSINESS P R O C E S
! Dependency on back-end programming to incorporate any changes in the
business processes
! High process downtime and cost to make changes in the processes
! Redundancy in user log in and concurrent license consumption
! Seamless integration with disparate third party systems
! Digitization of documents and distributed image capture
! High manual intervention caused high TAT
! Maintenance of data across all processes and operations
! Real time monitoring of operational and functional metrics
! Audit trail of all operations across processes
The Newgen Solution
The bank was using Newgen's distributed scanning tool-OmniScanTM for the
TM
distributed capture of documents and ECM solution-OmniDocs for archival of
digitized documents.
TM
Newgen implemented the BPM suite-OmniFlow to automate 15 core banking
processes on different LOBs out of which the Trade Finance module had 56
processes. The BPM platform was seamlessly integrated with Newgen's document
TM TM
archival solution - OmniDocs and distributed scanning tool-OmniScan .
TM
OmniFlow provided extensive capabilities to automate processes using a rapid
deployment methodology with a wide variety of tools available for modeling of the
process flow, definition of tasks and integration with other systems. The BPM
platform was seamlessly integrated with Newgen's document management
TM
system-OmniDocs which enabled the digitization of physical documents.
Newgen automated processes for bank's various lines of businesses.
TM
Newgen's OmniScan solution, which is a production level scanning and
capturing tool was tightly integrated with the BPM suite to provide automatic
document capture and work item initiation. It was integrated with the underlying
TM TM
ECM (OmniDocs ) and BPM (OmniFlow ) suites to enable image association
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2. Case Study Banking
CONTENT MANAGEMENT
SOLUTIONS SFORR BUSINESSS PROCESS & C O N T E N T M A N A G E M E N T
Key Benefits with transactions. Apart from more than 40 out of box product reports, the
! High speed of transactions Business Activity Monitoring tool provided custom reports for real-time business
monitoring. The solution removed manual intervention for data entry, verification
ensured desired economy and validation which lead to smoother process and faster TAT. Any changes in the
of scale and increased process can be incorporated with minimal process downtime and can be
operational efficiency transformed from UAT to the live server in a single click which removes the
! Reduced manual possibilities of errors.
intervention caused faster The bank created a Center of Excellence (COE) for the monitoring of all the
TAT business processes. Using the BAM tool, the bank monitored the performance and
! Easy change management operational metrics of the processes. The COE, in pursuit of continuous process
improvement, incorporated in-flight changes in the business processes with
in process with minimal
minimal downtime.
process downtime
! Optimum usage of The Benefits
resources and maximizing The solution provided the following benefits:
! High speed of transactions ensured desired economy of scale and increased
the usage of concurrent
operational efficiency
users by single log in ! Reduced manual intervention caused faster TAT
support ! Easy change management in process with minimal process downtime
! Optimum usage of resources and maximizing the usage of concurrent users
! Anywhere-Anytime
by single log in support
availability of digitized ! Anywhere-Anytime availability of digitized documents
documents ! Image enablement for processes
! Image enablement for ! Real-time monitoring of business from dynamic dashboard of BAM
! Comprehensive audit trail facility
processes
S OLUTION F O B USINES P ROCESS
! Real-time monitoring of About Newgen
business from dynamic Newgen Software Technologies Limited is the market leader in Business Process
dashboard of BAM Management (BPM) and Enterprise Content management (ECM), with a global
footprint of 850 installations in over 45 countries with large, mission-critical
! Comprehensive audit trail
solutions deployed at the world's leading Banks, Insurance firms, BPO's,
facility Healthcare Organizations, Government, Telecom Companies & Shared Service
Centers.
Newgen Software has been positioned in the Magic Quadrant for Business
Process Management (BPM) and Enterprise Content Management (ECM). The
company has been recognized by distinguished analyst firms like Frost and
Sullivan as A 'Hot Company to Watch for' in their global ECM Market report, 2009
and by IDC in its exclusive report “Newgen Software: Global Leader in Business
Newgen prestigious clients include HSBC Process Management and Document Management Solutions”. Newgen is a
Bank, Deutsche Bank, Hua Nan Bank, ABN winner of prestigious awards, such as the CNBC-TV18, “Emerging India Award
Amro Bank, ICICI Bank, IDBI Bank, State 2008”.
B a n k o f I n d i a , I N G Vys y a B a n k ,
CitiFinancial, RAK Bank, Bank of Tanzania, With HSBC and SAP investment, Newgen is one of the rare product companies to
Max New York Life, Bajaj Allianz., Unilever,
have backing of both leading financial and technology companies of the world.
Philips, GE Countrywide, EXL, Satyam
Nipuna, iGATE, Core 3, Ranbaxy, GSL, Newgen's Quality Systems are certified against ISO 9001:2008 and Information
Kenyan Airways and SEC Phillipines. Security Standard, ISO 27001:2005. Newgen has been assessed at CMMi Level3.
Corporate Office US UAE
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