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Webinar: Current Automation Landscape for Healthcare Organizations
- 1. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 0SM withum.com Presented by: Fabian Williams, Director, Intelligent Process Automation, Microsoft MVP, Withum Michael Schultz, Vice President of Product, Nintex Current Automation Landscape for Healthcare Organizations WEBINAR:
- 2. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 1SM Housekeeping 1 • Webinar is being recorded • 45 minute session • 15 minute Q&A session at the end • Slides and recording will be available afterwards • Send in your questions! • Type your questions in the Question Box on the right side of your screen
- 3. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 2SM
- 4. BE IN A POSITION OF STRENGTH | withum.com Agenda Relevance of Process Automation If its not documented its not real Create Processes that reflect your reality Confluence of Digital Processes & Robotics Process Automation What is in a Bot? digital.withum.com
- 5. About Fabian Fabian Williams @fabianwilliams fwilliams@withum.com Principal, Microsoft MVP Over 15-years of experience in consulting, development, training in Microsoft Technologies. Leads the Business Process Automation and Management Practice at Withum Digital Office Apps & Services and Development Technologies MVP for the last five years. Internationally recognized author and speaker for SharePoint, Office 365, Mobile Dev and Azure.
- 6. About Michael Michael Schultz michael.schultz@nintex.com Vice President Responsible for product and field marketing globally at Nintex. Over 20 years of experience in consulting, development, marketing, and product management.
- 7. About Jesse Jesse McHargue jesse.mchargue@nintex.com Technical Evangelist Responsible for managing, automating, and optimizing Nintex solutions for Nintex customers and partners. Nearly 10 years of experience as a SharePoint developer and process automation expert. Certifications: • Nintex Workflow Professional – Office 365 • Nintex Workflow Professional – SharePoint
- 8. Process matters “If you can't describe what you are doing as a process, you don't know what you're doing.” W Edwards Deming
- 9. AIIM 75% 75% of enterprises do not feel process management is well understood or addressed in their organization Process excellence is often poorly prioritized
- 10. Looking at the Stats when it comes to Human Actors First, human data entry is slow. Even for a fast typist, top speed is around 1,000 characters per minute. Our own limitations are the bottleneck to maximum productivity in virtually every data-related task. Worse, humans generally work in 8-hour shifts. Even if you employ two shifts, one-third of a 24-hour-day will go unused for data entry and maintenance. And the speed of human data entry is variable. Most workers have peaks and valleys of productivity during their shifts. Second, humans make mistakes. The error rate for human data entry is 0.5%.3 A team of human operators performing plan updates on 10,000 customer records will probably make at least 50 errors – which to your business, and certainly for those 50 customers, is problematic. In practice, data entry and maintenance error rates are often higher. In one data center, there were 2,584 changes required for 41,568 pages entered into a health database.
- 11. PROCESSES ROI GOVERNANCE LEAN & 6SIGMA COMPLIANCE CONTINUOUS IMPROVEMENT REAL TIME RELEVANCE ACCESSIBILITY VARIATION CONTROL Assets Procedures Reporting People Processes affect every area of business
- 12. Process Advantage Best Power & Ease of Use Process Management Map and maintain all of you business processes, drive accountability and process improvement assures healthcare organizations that consistency. Process Automation Utilize digital forms, mobile apps, workflows, document generation and connectors to quickly automate processes across teams and systems thereby providing real-time relevance and anywhere access to both records and processes in the healthcare field. Process Optimization Leverage tools for process intelligence and 3rd party AI services to monitor, analyze and enhance business processes in order to see metrics and telemetry in your healthcare organizations .
- 13. Easily create and find clear, sophisticated processes Line of business teams don’t look at complex, outdated procedure manuals. Relevance to Healthcare • Living Document • Maintain Institutional and Domain Knowledge • Demonstrate cost and accountability • Shows efficiency
- 14. Easily create and find clear, sophisticated processes Nintex Promapp creates up-to-date and easy to understand processes with full procedural information, captured by the people who know them best. Relevance to Healthcare • Living Document • Maintain Institutional and Domain Knowledge • Demonstrate cost and accountability • Shows efficiency
- 15. Real-time feedback and collaboration Nintex Promapp connects the teams using the processes and the people responsible for managing them with live feedback from within the process and personalized change notifications.
- 16. Real-time feedback and collaboration Without the right tools, improvement ideas get lost and changes aren’t implemented in the line of business.
- 17. Track process excellence at a glance Nintex Promapp governance dashboard allows you to see the state of current processes across business groups or the whole organization in one place. Relevance to Healthcare • Know what's working and what's not working • Solicit real-time feedback from your stakeholders and users • Metrics on the health of processes in the field
- 18. Simple, powerful automation solutions Nintex offers low and no-code automation with a clear drag and drop interface, able to capture data from custom forms or trigger workflows from changes in your CRM system. Relevance to Healthcare • Drag and Drop in the way you would explain to each other, maps to what you use in your own organization • Show Human Actors and System Actors in one view working together seamlessly
- 19. Intelligent, mobile process optimization Nintex tools provide up-to-date analytics and integration with third party AI to identify further opportunities for improvement. The easy to build mobile apps open your processes up to your teams, wherever they work.
- 20. The Nintex platform takes your processes to the next level Nintex Promapp Nintex Workflows and Automation Intelligent forms and Nintex DocGen® Nintex Hawkeye™ process intelligence Nintex Foxtrot RPA™ Nintex Sign™ powered by Adobe Sign
- 21. HEALTHCARE DEMO
- 22. Process excellence makes a difference 30% in cost savings through focused continuous improvementreduction in audit time through well documented and managed processes $2 Million Toyota Financial Services Australia
- 24. Workflow + RPA = end-to-end automation High-volume & repetitive Linear Execution of tasks Legacy Quick Decision-based & high value Variable/non-linear End-to-end process orchestration Cloud & hybrid Transformational Process types Complexity Drives Primary environments Business impact RPA Workflow Choose the right tool for the outcome you want RPA use cases across industries and functions Finance HR Operations Procurement Manufacturing Banking Insurance Healthcare • Financial reporting • Statement reconciliation • P&L preparation • Automate G/L postings • Candidate sourcing • Employment verification • Payroll automation • Worker’s comp claims • Update inventory records • Integration with legacy systems • Exceptions processing • Update vendor records • Invoice processing • RFP management • Vendor management • Reduce BOM errors • Extract product data • Inventory management • ERP integration • Open/close accounts • Sweep account maintenance • Change opt-in/out status • Card issuance • Claims processing • Underwriting processes • Policy administration • Dispute resolution • Appointment setting • Clinical trial management • Secure data collection • Pharmacy stock management
- 25. What’s a bot? I need something done I create a project within the designer tool My bot (virtual worker) takes this project and completes it 1 2 3 Task one must be completed before… Think of it as a linear task list…. Task two can be tackled, before… Task three can be done. This means you need more bots to scale and complete tasks faster.
- 26. How do you manage all these bots? Your bots Your projects Orchestrator
- 27. Two general flavors of RPA
- 28. Typical use cases Read & write to databases Data migration and entry Move files and folders Log into applications Connect to system APIs Make calculations Data extraction from PDFs, docs, etc Process data extracted from PDFs, docs, etc Web data scraping Open emails and attachments
- 29. Bots work in the same way you do Because RPA punches keys and clicks a mouse, and makes real-time decisions in much the same way as a human being, the software has been called an “automated employee.” The two keys to making automation of data entry and related tasks practical are (1) software that allows the application to perform the data-related tasks now done by human operators and (2) the ease with which the knowledge workers or their supervisors can “teach” the software to do their jobs correctly. RPA tooling meets both requirements with flying colors.
- 30. Technology Manufacturing Government Financial Services Retail & CPG Services Healthcare Energy Entertainment & Media Serving More Than 8,500 Customers 30% of the Fortune 500 have standardized on Nintex with thousands of processes per company
- 31. Why Enterprise Customers Choose Nintex Process Management & Automation Recent Accolades & Awards • 2019 Forrester Wave Leader, Digital Process Automation for Wide Deployments • 2019 TrustRadius Top Rated Awards, Business Process Management and Low-Code Development • 2019 CRN 5-Star Partner Program Rating • 1st Place Microsoft Office App Awards - Most Business Value & Best Overall App for Nintex Workflow and Forms for O365 • Big Award for Technology Company of Year • Top 50 SaaS CEOs | Eric Johnson Nintex vs. Others • Offers IT and Process Pro Power, without End-User Limitations or Coding Required • Purpose-Built Simple to Sophisticated Process Management and Automation • Not Limited to End-User & Team Productivity Use-Cases 1. Fastest Way to Build Apps • Flexible Drag & Drop Designer, No Rigid Wizard • Advanced Workflow, RPA, Forms, & State Machines • Orchestrates Process, People and Systems 2. Lowest Total Cost of Ownership • Modern Usage Based Pricing • Enterprise Wide Plans Available, at Scale • Much Lower Cost 3. Highest Overall Satisfaction • Industry Leading 70% NPS • Ease & Power Leads to Largest Deployments in the Industry, 1000s of Processes Automated is Common • Strong Partner and Connector Ecosystem
- 32. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 31SM Q&A
Editor's Notes
- William Edwards Deming, One of the great thinkers in management and business said “If you can't describe what you are doing as a process, you don't know what you're doing.” Processes are at the heart of every organization Every person in your organization follows a series of processes in their day to day work. A committed process management culture is what we call Process Excellence…
- Unfortunately, process excellence is often times poorly prioritized within an organization. According to a recent study (by AIIM (Association for Information and Image management)) only a quarter of businesses surveyed feel process management is well-understood and addressed within their organization.
- Processes are central to how your business runs, and succeeds We know there’s a lot more to it, but broadly speaking, processes incorporate the procedures you follow, the documentation that supports them, the teams that execute them and the analytics that help you understand their effectiveness. CLICK That means they have an impact on compliance and variation. Process management determines whether your organization works off a single playbook, or everyone makes it up for themselves. Processes indicate what systems are being affected or employed, when and by whom. That includes the forms they use and documents they follow. Being confident that the people executing the process have the latest and most appropriate information is an important part of that. Knowing where to find it, with simple access, is vital. Continuous improvement requires that your teams don’t just use the processes, but have opportunities and avenues to provide feedback and offer suggestions. They also need to be accountable for their roles. Processes need ownership or they end up as irrelevant. That governance is also key in the analysis of your processes, so you can track the costs and savings being achieved. Good reporting will also reflect your improvements through Lean methodologies and help you identify further opportunities for efficiency. That’s a pretty broad ecosystem that affects every aspect of your business. Managing your processes is a great start, but it’s just a start. Process excellence takes it further.
- Nintex delivers process management tools to drive business excellence. The Nintex Advantage is our platform, offering the best combination of power and ease of use. Our focus is on Process Management Process Automation And Process Optimization Our process management offering, Nintex Promapp, allows an organization to map and manage their processes. All team members can understand their processes, the visibility often leads them to improve the process through targeted automation. They then leverage Nintex Process Automation capabilities include workflow, forms, mobile apps, Nintex Sign and document generation to automate processes across their organization. Then customers optimize their processes leveraging process intelligence from Nintex Hawkeye and 3rd party AI services allowing them to further enhance their processes.
- Outdated and complex procedure manuals aren’t used by the LoB. <click> Promapp allows you to create sophisticated processes that are easy to build and update. There’s no need for technical specialists or external contractors to get your processes on the page and ready to use. Clear easy-to-follow process maps hold drill down details including all the relevant documents, forms, images and information.
- Outdated and complex procedure manuals aren’t used by the LoB. <click> Promapp allows you to create sophisticated processes that are easy to build and update. There’s no need for technical specialists or external contractors to get your processes on the page and ready to use. Clear easy-to-follow process maps hold drill down details including all the relevant documents, forms, images and information.
- Promapp allows users to provide instant feedback and improvement suggestions directly in the process itself. No longer do these ideas get lost in emails or meeting notes. <click> Live feedback alerts the key process stakeholders, so continuous improvement becomes a conversation that engages teams.
- Promapp allows users to provide instant feedback and improvement suggestions directly in the process itself. No longer do these ideas get lost in emails or meeting notes. <click> Live feedback alerts the key process stakeholders, so continuous improvement becomes a conversation that engages teams.
- The governance dashboard gives users an overview of process health across the organization. From here you can see a breakdown of where your processes stand, and access key process reports to best manage the organization’s processes, with granular process information just one click away.
- Use Nintex Workflows and DocGen to take your processes to the next level through automation. Person-intensive tasks like copy-pasting data or populating forms can be easily automated with a simple drag-and-drop tool. Nintex automation can leverage your data through custom forms and routing, generating documents and kicking off workflows to save time and reduce the potential for errors.
- The Nintex Process Intelligence suite accelerates your process improvement program. With the Nintex tools you can leverage detailed process performance data and identify further opportunities for growth. You can also easily develop mobile apps to extend the reach of your processes and keep your teams working efficiently wherever they are.
- The entire Nintex Platform is designed to drive process excellence and deliver power automation tools to help industry be as efficient as it can be.
- Toyota Financial Services is a great example of what process excellence can achieve with the Nintex platform. After investing in Nintex’s process platform, Toyota reported a 30% reduction in audit time. When you add up the audit fees, the time it takes staff to accommodate audit requests, and the lost productivity that comes with an audit, that is a considerable sum of money on its own. In addition, they’ve quantified $2 million in cost savings through an investment in continuous improvement, a direct result of using Nintex to build a culture of process excellence.
- There isn't another platform on the market that can offer the breadth and depth of tools that Nintex has. We provide not just specialist applications in one area of digital transformation, but across the board.
- Slide goal(s) - Answer the question: What’s the difference between RPA and workflow? Why can’t I simply use workflow (or RPA) by itself? Prospect/customer takeaway - I want a solution that gives me the right tool for the right outcome I want, not simply a “catch all solution” which somewhat does this.
- Businesses are in good company. Nintex is leveraged by more than 8,500 companies across the globe including many of the world’s leading brands in every industry.
- From a competitive perspective customers choose Nintex over alternatives for three reasons. Nintex is the fastest way to build apps. This is driven by our design experience, we value simplicity for the line of business user while providing powerful tools to engage teams and fuel process excellence. The wider Nintex suite provides industry leading tools for automation and optimization to make the most of your process management. We have the lowest total cost of ownership. You can start by solving an initial process need and then expand as your needs grow. Our consumption based pricing and enterprise wide models offer the best value in the market. Build excellence, receive better value and most importantly we have very high customer satisfaction. Our Net Promoter Score exceeds 70, double most companies in our industry. This is driven by the total experience, from the technology to our customer success motions on through to our massive partner network.