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
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
