This document discusses how organizations can effectively manage and adapt to change. It provides examples of two companies, SwiftTrade and AON, that used a Business Process Management platform from PNMsoft to deal with rapid growth and changing needs. The platform allowed SwiftTrade to automate processes and ensure consistency as it expanded from 27 to 65 offices in one year. It enabled AON to develop a tool to help clients better manage their pension programs and adapt to changing legislation and future needs. The document emphasizes that the ability to quickly change processes is key to responding to evolving business and market conditions.

1. Small Steps, Big Change
Business Process Management
Software & Solutions
Puneet Bakshi

2. Confluence of extraordinary events...

3. And then disaster…

4. • Change comes from everywhere
Regulatory
Organizational evolution
Response to external factors
Expected VS unexpected
Immediate vs gradual
• Change is inevitable and is as sure as death and
taxes…
• Any organization wishing to achieve operational
excellence must have a plan in place to deal with
change
Change comes from everywhere…

5. • SwiftTrade is an online trading
brokerage firm
• Were looking at a period of rapid growth with a
rapid uptick in their trading platform
• Lacked a global presence and required expansion
to other geographic regions and additional offices
• Needed to expand rapidly and ensure consistency
PROBLEM: How do you maintain the consistency that
has made the organization successful to date?
Dealing with Rapid Change

6. Create business
process applications
quickly on a visual
canvas, with minimum
coding.
Optimize time-to-
solution, costs and use
of resources.
Create

7. Automate manual processes
• Human actions and tasks
• Integration between systems
• End-to-end process applications
Remove human
latency and reduce
processing costs.
Increase efficiency.
Automate

8.  SwiftTrade went on to open 38 new office locations
in one year
 The used our BPM platform to ensure process
consistency and approach
 The platform allowed them to automate aspects of
compliance and risk
 Reduced incremental
operational cost of each
additional office
Dealing with Rapid Change

9. There’s no way we could have
executed our explosive growth,
going from 27 offices to 65 in
one year, without using
Sequence from PNMsoft
Peter Beck, SwiftTrade President
Dealing with Rapid Change

10.  Quick to deploy
 Easy to change
 Simple to monitor progress
 Quick to introduce process improvements
 Embraced by users
Enabled by Sequence’s HotChange®
Sequence & KYC

11. • AON are a large risk, insurance
and HR services provider
• AON’s customers were struggling
with managing their pension programs
– Difficulty managing complex local plans and regulations
– Lack of insight into current operations
– Lack of foresight into future needs
– Unorganized data
PROBLEM: How do you manage changing needs?
How can you adequately understand performance?
Adapting to Change

12. HotChange® technology
enables ongoing change
to processes, responding
to changes in the
business and its needs.
Keep up with the
market, competition and
regulators.
Change

13. Optimize business operations, with:
• Intelligent Analytics
• Formal and Informal collaboration
• Day to day Mobility
Improved communication
Optimized and real-time
decision making
Ongoing process improvement
Optimize

14. • AON (using Sequence as the workflow engine)
developed a tool called Greater Insight enabling
companies to analyze and manage the programs:
– Management of financial and provisional data for greater
insight on current process
– Compliance checks to ensure accordance with legislation
– Real-time analytics and reporting across
geographical locations
– Better understanding of current and
future needs
– Ability to respond quickly to changing
needs
Adapting to Change

15. Sequence is user friendly, flexible, and
easy to configure by our operations
people. It provides visibility to our clients
because they can login to our platform
and view their case status. The outcome
for Aon Hewitt is that Sequence drives
consistency and ensures we give a better
service to our clients.
STUART TOLL
Chief Architect, Aon Hewitt EMEA
Adapting to Change

16. Closing the Loop

17. The species most
adaptable to change,
survives
Charles Darwin