Benefit Coordinators Corporation (BCC) is a leading provider of outsourced benefits administration solutions. It was founded in 1983 and has offices in San Diego and Pittsburgh. BCC offers the TotalWorks platform which includes TalentWorks for employee communications, AdminWorks for benefits administration automation, and DataWorks for secure data exchange. TotalWorks helps employers save money and improve the benefits experience for employees and HR.
Leveraging Lean Thinking in Credit Unions: Three Ways to Improve Member Service While Reducing Costs.
In today's competitive environment, member service is a top priority for credit unions. At the same time, there is an increased pressure to do more with less and reduce costs. The adoption of Lean principles and tools provides an opportunity for credit unions to engage employees and simultaneously improve member service and reduce costs.
Learn the basics of Lean and how it can be applied to credit unions. Hear from Randolph-Brooks Federal Credit Union about how they are leveraging Lean methods to make significant improvements in:
* Branch Channel Lending
* Call Center Member Service
* Branch Resource Management
Field Service East (September 24-26, 2012 at the Grand Hyatt Atlanta Buckhead, GA) is the leading service and support event. Attracting senior-level service and support professionals from 15 different manufacturing industries including Aerospace, Medical Device Manufacturing, Hi-Tech Electronic, Semi-Conductor and Capital Equipment, Construction, Automotive, Telecommunications Equipment, Energy, Industrial and Agricultural Equipment and more!
Breakthrough reporting, analysis and planning tools for midsize companies.IBM Business Insight
See the presentation Patrick Spedding, IBM Cognos Midmarket Solutions Manager A/NZ, gave on his recent road show showcasing the Business Intelligence platform Cognos Express. IBM has specifically designed this powerful tool for mid sized organisations.
Leveraging Lean Thinking in Credit Unions: Three Ways to Improve Member Service While Reducing Costs.
In today's competitive environment, member service is a top priority for credit unions. At the same time, there is an increased pressure to do more with less and reduce costs. The adoption of Lean principles and tools provides an opportunity for credit unions to engage employees and simultaneously improve member service and reduce costs.
Learn the basics of Lean and how it can be applied to credit unions. Hear from Randolph-Brooks Federal Credit Union about how they are leveraging Lean methods to make significant improvements in:
* Branch Channel Lending
* Call Center Member Service
* Branch Resource Management
Field Service East (September 24-26, 2012 at the Grand Hyatt Atlanta Buckhead, GA) is the leading service and support event. Attracting senior-level service and support professionals from 15 different manufacturing industries including Aerospace, Medical Device Manufacturing, Hi-Tech Electronic, Semi-Conductor and Capital Equipment, Construction, Automotive, Telecommunications Equipment, Energy, Industrial and Agricultural Equipment and more!
Breakthrough reporting, analysis and planning tools for midsize companies.IBM Business Insight
See the presentation Patrick Spedding, IBM Cognos Midmarket Solutions Manager A/NZ, gave on his recent road show showcasing the Business Intelligence platform Cognos Express. IBM has specifically designed this powerful tool for mid sized organisations.
Until recently, costs
for management
and administration
represented the largest
percentage of total IT
spending. However, that
is no longer the case.
Many companies are
taking advantage of new
products and features to
significantly reduce the
amount of time and effort
spent on management
and administration. Is
your organization doing
the same?
A business case I developed for BroadSoft, to support their prospects' investment decision for Hosted Unified Communications.
This executive-level report demonstrates the business case for investing in Hosted UC services to serve the SMB market. The case proved pivotal in helping numerous service providers understand the emerging opportunity and add UC to their service offer.
Case Study: How Crestron Electronics Improved the Efficiency of Its Customer ...Andrew Ho
A case study on how Crestron enabled its SAP CRM 2007 to support its customer service by streamlining their Return Material Authorization (RMA) service process. Presented at the CRM 2009 Conferences in Nice, France and Orlando, FL.
Deliver Value with Autonomy-iManage WorkSite In Todays Economy Road Show 2009...Peter Buck
Baker Robbins & Company and Traveling Coaches, Inc. describe how to increase the effectiveness of your iManage WorkSite environment to manage the electronic client file in current economic times.
Case Study: Using SAP to Streamline Operations of a ManufacturerAndrew Ho
A case study following Crestron's initial decision to implement SAP R/3 as its Enterprise Resource Planning (ERP) system through more recent upgrades, with BearingPoint's help, to implement further process improvements.
2007 11-09 mm (costa rica - incae cit omg) modeling with bpmn and xpdlMike Marin
“Business Process Modeling with BPMN & XPDL”. Introduction to business process modeling presented by Mike Marin in Costa Rica at the INCAE (Costa Rica) during aClub de Investigaciones Tecnológicas (CIT) and OMG event.
Until recently, costs
for management
and administration
represented the largest
percentage of total IT
spending. However, that
is no longer the case.
Many companies are
taking advantage of new
products and features to
significantly reduce the
amount of time and effort
spent on management
and administration. Is
your organization doing
the same?
A business case I developed for BroadSoft, to support their prospects' investment decision for Hosted Unified Communications.
This executive-level report demonstrates the business case for investing in Hosted UC services to serve the SMB market. The case proved pivotal in helping numerous service providers understand the emerging opportunity and add UC to their service offer.
Case Study: How Crestron Electronics Improved the Efficiency of Its Customer ...Andrew Ho
A case study on how Crestron enabled its SAP CRM 2007 to support its customer service by streamlining their Return Material Authorization (RMA) service process. Presented at the CRM 2009 Conferences in Nice, France and Orlando, FL.
Deliver Value with Autonomy-iManage WorkSite In Todays Economy Road Show 2009...Peter Buck
Baker Robbins & Company and Traveling Coaches, Inc. describe how to increase the effectiveness of your iManage WorkSite environment to manage the electronic client file in current economic times.
Case Study: Using SAP to Streamline Operations of a ManufacturerAndrew Ho
A case study following Crestron's initial decision to implement SAP R/3 as its Enterprise Resource Planning (ERP) system through more recent upgrades, with BearingPoint's help, to implement further process improvements.
2007 11-09 mm (costa rica - incae cit omg) modeling with bpmn and xpdlMike Marin
“Business Process Modeling with BPMN & XPDL”. Introduction to business process modeling presented by Mike Marin in Costa Rica at the INCAE (Costa Rica) during aClub de Investigaciones Tecnológicas (CIT) and OMG event.
I recently spoke at the BPO India Forum event on the topic of Workforce productivity & the role of services workforce in BPOs in driving end consumer experience. I have suggested an approach for organizations to achieve significant improvements in service delivery while keeping costs constant, thereby allowing the BPO to achieve non-linear growth.
Using Six Sigma to Drive Service Desk Improvementskirkholmes11
In this talk, the speaker provides an overview of Lean Six Sigma and walks through a case study that used the techniques to improve an IT Service Desk.
Webinar - Transition Your Organization - The Microsoft CasePatrick Nolot
Managing the transition to multi-country HR BPO involves dealing carefully with three main tasks (or streams) at the same time: process conversion, implementation and change management and communication. But even more challenging is the integration of the human dimension related to any transition project.
During this complimentary 60 minute webcast, Bonnie Skelly, Director, International Payroll, Finance Operations at Microsoft, Barbara Paterson, Director and People Development Specialist for Paterson Consultancy Ltd., and Patrick Nolot, Global Program Director at ADP, will discuss:
• Dealing with the complexity of transitioning multi-country HR BPO projects
• Managing the three key transition streams according to a proven methodology
• Identifying the emerging challenge of international organizations’ permanent transition state
• Managing the challenges related to people and transition
• Maintaining employee engagement over time
Balance Sheet (Financial) ConsolidationDhiren Gala
There is always a challenge to close the accounting books quickly & publish the statutory balance sheets with profit and loss accounts statement or for that matter internal financial MIS for monthly quarterly or yearly. There are various challenges when there are group of companies, local subsidiaries, international subsidiaries, branches, strategic business units, sister concerns, joint ventures, merger, acquisitions, investment companies, SPV’s etc. data to be consolidated in single financial report.
CFO team is always under pressure to publish quarterly, half yearly and yearly statements based on Indian GAAP or US GAAP or IFRS or any other formats of publishing data. There are challenges to map and consolidate data from multiple entities, multiple accounting period and multiple currencies. Finance team lead by CFO works days and weeks on multiple spreadsheets to arrive a final statement. While doing this exercise finance team faces several challenges.
Technology can also be a barrier to close books faster. Companies that use desktop spreadsheets to manage their accounting, closing takes about 25% longer to get it done. If the company is still busy closing its books, it can and should do better. We help companies CLOSE YOUR BOOKS FASTER WITH ACCURACY AND EXTENSIVE ANALYTICS.
1KEY Financial Consolidation software is a complete data warehouse model with standard statutory reporting requirements for publishing financial statements and with extensive analytical reports. It provides financial managers the ability to rapidly close and report financial results, meet global regulatory requirements, reduce compliance costs and provide confidence in the numbers.
Accelerate closing cycle and improve the quality of data – remove the pain of consolidation of financial management & reporting cycle. Organizations that are able to close their books quickly & deliver faster & more accurate information can gain a competitive advantage in a rapidly changing market. Provide financial managers the ability to rapidly close & report financial results, meet global regulatory requirements, reduce compliance costs with trust in numbers.
CLOSE BOOKS – Faster | Error Free | with Extensive Analytics is the strategic and exclusive Financial Technologies event that presents the challenges, solutions for Financial Consolidation from industry thought leaders in an interactive knowledge-sharing environment.
2. Who is BCC?
Innovative Solutions and Proven Processes
• Benefit Coordinators Corporation (BCC) is a leading provider of
outsourced solutions connecting Human Resources, Benefit
Management and Specialty Administrative Services
• BenXcel utilizes people, process and innovative technology to
simplify the complex
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• BCC, founded in 1983, has primary offices in San Diego, California
and Pittsburgh, Pennsylvania.
• Co-ventured the creation of LuminX, a technologically
advanced, fully integrated benefit administration system with
proven productivity and accuracy levels. 2
Solid Technology and World-Class Support
• Interoperability across the EbixBenergy & BenXcel platforms
• Connections with hundreds of insurance providers, payroll providers,
and HRIS systems
• SSAE 16 (formerly SAS70) Type II compliant & world-class support
team
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3. Who Uses TotalWorks?
• Trusted by hundreds of employers, across a wide range of industries
• Public and private, including Fortune 500s
• Cities, counties, school districts, consortiums, associations, cooperatives, etc.
Employer Customers Carrier Partners & Health Info Licensors
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4. What is TotalWorks?
On-demand benefits lifecycle management solutions
from Ebix Health and Benefit Coordinators Corporation (BCC)
TalentWorks “Empower” AdminWorks “Automate”
• Employee Communications Portal • Eligibility Lifecycle Management
• Enrollment Services • Consolidated Billing
• Click to edit Master title style
Health & Wellness Center • Reconciliation/Remittance
• Mobile Technologies – mHealth2Go • Eligibility Gatekeeper Services
• Additional Products & Services • COBRA & FSA Administration
• Cost & Care Guide • Comprehensive Reporting
• Helpline
DataWorks “Exchange”
• Secure Data Transfers with Carriers
• Synchronize Payroll Deductions
• SAS-70 Type II Compliant
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5. Why TotalWorks?
Employer Goals
• To SAVE $$ NOW and ongoing!
• QUANTIFY the Return On Investment (ROI)
(2.5:1 to 4:1)
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• EXPAND your HR Bench!
An extension of your HR department to navigate through the complexities of
benefits
• IMPROVE Accuracy & Efficiency
• Collaborate to establish an ongoing plan that progressively MANAGES YOUR
BENEFITS and compliments YOUR BUDGET
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6. Achieve Significant, Immediate ROI!
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“ROI is a fact of business. No CFO will make an investment without having a fully detailed ROI interpreting the benefits in financial terms.“
- David Herbert, Stanford University
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7. How Do We Do It?
• Single, End-to-End, TECHNOLOGY/Process-Driven SOLUTION
AUTOMATE Complex Management of ALL benefit coverages
• OUTSOURCE ER’s “Non-Core” Competencies!
Click to from Paper to Paperless!
Migrate edit Master title style
• Cleanse, Organize and Build “GATEKEEPER” for Benefits Eligibility Data!
• Customize On-Demand COMMUNICATION Tools
• EMPOWER HR personnel & employees
REDUCE EE service issues & INCREASE benefit plan communication
Dedicated Account Executive with Enterprise Service Team
• Scheduled Payroll, HRIS & Carrier DATA EXCHANGE Connectivity
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8. Typical Corporate “Pain”
Employee Inquiries
Phone Email
CLIENT
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Meetings
Paper
Forms
Fax External Systems
Mail
COBRA
FSA
HRA
Carrier Partners
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9. The TotalWorks Solution
CLIENT
Employees
TotalWorks
Onsite
Enrollers Eligibility Lifecycle Management
Eligibility Lifecycle Management
Web Phone Email
Plus
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Plus
Administrative Solutions:
Administrative Solutions:
Eligibility Lifecycle Management
Eligibility Lifecycle Management BROKER
Call Paper Consolidated Billing ~ FSA
Plus
Plus
Fax/Mail Meetings Consolidated Billing ~ FSA ~ MRA
Administrative Solutions:
Administrative Solutions:
Center Forms COBRA ~ Retiree Billing
COBRA ~ Retiree Billing
Consolidated Billing ~ FSA ~ MRA
Consolidated Billing ~ FSA ~ MRA
Eligibility Gatekeeper
COBRA ~ Retiree Billing
COBRA ~ Retiree Billing
Workforce Central
Workforce Central
Workforce Central
Data Exchange
TotalCompensation Statements
Total Compensation Statements
Total Compensation Statements
COBRA
Carriers
FSA
Medical/Rx ~ Dental HRA
MRA
Vision ~ Life/AD&D
LTD/STD ~ Voluntary
Payroll
HRIS
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10. TotalWorks HIX Solution
Association/Private Exchange
A B C D E
Data flow 1 1
1
Data integrity 2 2 1 1
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Data integration 3 3 2 2 2 1
4 4 3 3 2
Accessibility 3
5 4 4 3
Reporting
TotalWorks Platform
TalentWorks/AdminWorks/DataWorks
Enterprise Service Team
Carriers/Cigna/Delta Dental/Ameritas/Lincoln
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11. TalentWorks “Empower”
Health & Wellness Center
• Developed by A.D.A.M., the leading provider
of online consumer health information
• Access to the largest continually-enhanced
Multimedia Health Encyclopedia
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• Mobile apps including mHealth2Go, an
iPhone app that includes first aid
information, Multimedia Health
Encyclopedia, Symptom Navigator and GPS
Locator to find closest healthcare facility
• Interactive tools like DecisionAssist
Checklists, Care Guides and Health Risk
Assessments
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12. PlanSource
PlanSource
An option to EbixBenergy,
PlanSource is an on-demand
website that also provides 24/7
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access to benefit plan details,
educational content and company
information. Features include:
• EE Self-Service Communications
• Wellness Information
• BNA Legislative tools
Detailed benefit plans Life event checklists
• Life Event Planning Plan comparison Latest company news
• Decision Support Tools Benefits calculators HR contacts & more…
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13. AdminWorks Powered by BenXcel®
AdminWorks solutions centralize and automate the thousands of
transactions in the benefits management lifecycle
from on-boarding to termination.
Eligibility Lifecycle Management – Migrate from paper to paperless at your own pace
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• Employees enroll on paper or online
• Captures and automates all coverage and plan rules and formulas
• Automatically processes employee lifecycle changes to maintain database integrity
• Security level defined access
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14. AdminWorks Powered by BenXcel®
AdminWorks solutions centralize and automate the thousands of
transactions in the benefits management lifecycle
from on-boarding to termination.
One Consolidated Invoice – List vs. Self-Bill
Multiple carrier products
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Accurate premium attached to consistent “real” eligibility
Faster collection of premium (can’t pick and choose)
Improved bad-debt management vs. “cost to collect”
Storage of employee premium history
Premium Management – Remittance and Reconciliation
Premium distribution to all carriers
(combined or by line of coverage)
Cash flow acceleration – timely remittance
Minimal reconciliation and/or data auditing
Minimizes costly premium retroactivity
and claim leakage
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15. AdminWorks “Automate”
Retiree Billing
Invoice and collect premium from retirees, remit premium and eligibility to carriers
Comprehensive Reporting
Online, dynamic and downloadable reports with “point and click” simplicity available 24/7
Hundreds of system-generated status and inquiry reports
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Customized reports available
Eligibility Gatekeeper Services
Dependent eligibility audits, one-time and/or ongoing
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16. Specialty Services: “Value”
COBRA Administration
• Employee initial notifications, Qualifying event letters, election forms
• Individual monthly billing and collection
Reimbursement Account Administration
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• Consumer-Directed Master title style
• Flexible Spending Accounts - Healthcare, Child Care, Transportation,
Parking expenses
• HRA, MRA Administration
Voluntary Products
• Enrollment, data collection and coordination with Payroll/HRIS for
deductions
• Premium remittance and reconciliation with carriers
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17. DataWorks “Exchange”
DataWorks solutions synchronize the secure, compliant
exchange of benefits data from start to finish.
Data Exchange
•
Click to editwith Payroll/HRIS title style service providers
Master
Secure eligibility data transfers with insurance carriers and other
• Synchronize deductions
• SSAE 16 (formerly SAS-70) Type II compliant
• Cleanse, organize and build “GATEKEEPER” for benefits eligibility data!
• Efficiently process hundreds of data feeds per week!
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18. Implementation Success
• Setting EXPECTATIONS
Statement of Work (SOW)
• PHASED Approach
Click to edit Master in Handout Package.)
Develop timeline (See example title style
• Broker/Client PARTICIPATION
Data procurement
• Comprehensive COMMUNICATION Strategy
• System Configuration/Testing
• SCALABLE Teams
• EXPERT Training
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19. Enterprise Service Team
Account
Premium Accounting Executive Information Technology
QA & Training Integrated Services
Carrier Enterprise
Services Service
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Administrator Coordinator
Call Center
Consolidated Billing
Claims Processing Benefit Fulfillment
Administrator
Benefit Analyst
Management Team
Susan Zajacs Scott DeRousse Patrick Helbling Todd Scribner Bonnie DeLuca Kathy Emro Kelly Jones
Chief Operating SVP, Information VP, Client Director, Director, Compliance & Director, Director,
Officer Technology Relations Integrated Services Communication Carrier Services Implementation
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20. San Diego Sales Team
Michael Lawton, CEO, President
mlawton@benxcel.com
Click to edit Master title style
619.624.9500, Ext. 318
Sherri Irvin, Sales Executive
sirvin@benxcel.com
619.624.9500, Ext. 320
Cris Lovins, Account Manager
clovins@benxcel.com
619.624.9500, Ext. 312
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