Slide deck for recent webinar on Intelligent Work Allocation In this webinar, Zarion Software's Head of Product Management, Jason Cooke, and Client Services Manager, Michael Foley, show how using intelligent work allocation in a process-driven environment helps drive efficiency and productivity across your organisation, and delivers better service to your customers. Go to http://content.zarion.com/webinar-recording-intelligent-work-allocation to access the full recording and see a demo of Zarion Allocate. Practical scenarios using Zarion Allocate: > Dashboards showing how team managers have complete visibility of incoming and ongoing work and current and future capacity in their teams > Efficient allocation of work within teams based on availability, skill set, experience, authorisation levels and deadlines > Rules configuration for automatic work allocation.

1. Webinar: Using Intelligent Work
Allocation to Drive Efficiency
5th March 2015

2. • Introduction
• The Business Challenges
• What does Intelligent Work Allocation Mean?
• Overview of Zarion Allocate
• Demo – Practical scenarios using Zarion
Allocate
• Questions
Agenda

3. Introduction to Zarion Software
• Simplifying the complex for 20 years
• Significant expertise in content & process challenges faced by banks
and insurers
• Blue-chip Financial Services customer base in Ireland, UK & Europe
• Solving problems in many process areas including:

5. The Drivers for Change
Customer
Team
Process
Systems

6. Organisational Challenges
• Change from paper based to
electronic
• Changing customer demands
• Increased regulation
• Lower cost of operations
• Reduce Risk
• Volume, velocity and variety
• Complex systems
• Record keeping
• Team organisation
• Working hours
• Working with legacy
• Difficult to change processes
• Integrate with existing systems
Strategic
Technology
Operational
• Standardise procedures via
automation
• Monitor and control
• Adhere to regulations
• Prove via Audit
• Maintain system of
record
Regulatory

7. Distribution of Work
• What is it
• When does it need to be
completed by
• What are the key attributes
• How much effort does it
require
• What core competencies they
have
• What experience they have
• How proficient are they
• What authorisation level they
have
• What is their overall availability
• Who is available
• When are they
available
• What are the existing
workloads
Work
Availability
Team
Constraints
• How is work distributed
• How is work prioritised
• What exceptions are there
• What ownership
is there
• What costs are involved

8. What is “Intelligent Work Allocation”?
Work gets to the right person in the
right place at the right time
Category
Workload
Availability
Skills
Deadlines Exceptions

9. Zarion Allocate supports
intelligent work allocation,
ensuring that work is assigned
to the right person, in the right
place at the right time.

10. Empowering the Enterprise
Workload
Work details
Team
AnalysisStatus
Skills Structures
Deadlines
Availability
Automated Manual
Work Type Shifts/Rotas Rules Exceptions
Allocate
Capacity
Maintain and Configure
Detailed
Drilldown

11. The Allocate Journey
2009
2015
Independent Software
Module
Deployed in a range of
operational environments
Focus on Supervisor UI
Easy to use intuitive
Support the supervisor,
process and procedures
Flexibility to fit multiple use
cases
Technology and Roadmap
Implement
Configure
Learn
Customize
Engage
Test
Architect
UX
Develop
Release

12. What is it
Front end
 Full visibility of team
 Full visibility of workload
 Manual and auto
allocation
 Self configuration
Intelligence Engine
 Identify
 Filter
 Match
 Allocate
 Report
Integration
 Web Service
 Create
 Status
 Allocation
 Change
Technology
 Browser-based UI
 Windows Services
 Angular, Node.js, HTML 5

13. Operational Benefits
Remove mundane, low value added tasks from high value team
members
Provide clarity on team productivity and individual strengths and
weaknesses
Quickly respond to changing circumstances such as unexpected
absence
Enable more challenging deadlines

14. Business Benefits
Drive productivity and efficiency within the organisation
Visibility allows for capacity and resource planning
Deliver a better experience to customers without incurring
incremental cost
Speed up and streamline processes
Integrate with existing systems rather than replace them
Speed of implementation delivers immediate ROI

15. Futures
Self learning – learns work types, skills and processes thereby
eliminating most configuration
A user front end allowing the users view work allocated to them
Enhanced analysis of information related to the work being
undertaken and the team’s methods
Support for additional allocation methods

16. For further information
Web : www.zarion.com
Email : marketing@zarion.com