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#1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction with Small Commercial Insurance - expires July 31, 2019 Process Simplification and Automation at Nationwide Session #4963 February 12, 2019
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Page 1: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

#1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019#1 in Customer Satisfaction with Small Commercial Insurance - expires July 31, 2019

Process Simplification and Automation at Nationwide Session #4963

February 12, 2019

Page 2: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

Agenda

• Introductions

• Opportunities for Digital Process Automation

• Blueprint for the Future

• Question & Answers

Page 3: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

Introductions________________________________________________

Emery DeLong• Application System Administrator at Nationwide where he is

involved in all infrastructure planning, implementation, development and support for the Enterprise Capabilities of Business Process Management, Decision Management, and Robotic Process Automation.

• 18 years of IT experience within the Insurance Industry.

Shawn Adams• Smarter Business Process Capability Lead at Nationwide

where he is involved in all infrastructure and application planning, development and support for the Enterprise Capabilities of Business Process Management, Decision Management, and Robotic Process Automation.

• 20 years of IT experience in the insurance, banking and financial services industries.

• 6 Time Presenter at IBM Think

Page 4: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction
Page 5: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction
Page 6: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

Opportunities for Smarter Business Processes

Page 7: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

Inconsistent VersioningODM Due to the size of the upgrade efforts, our Batch and Online Environments were not being upgraded

consistently, or at the same time. Issues with currency and reducing the opportunities to take advantage of new options.

BPM We were consistently finding ourselves upgrading to versions that were not the “latest and greatest” We were always rushing around at the last minute to get off a version as it went end-of-life. Unable to take advantage of the capabilities of the tool as it became available.

Development and SupportODM As a niche skillset, it’s difficult to find affordable, reliable resources for Development Key man syndrome was stretching the support staff thin.

BPM Supporting an Enterprise Federated Development Model, but a Centralized Infrastructure Support Model was inconsistent and hindered our Enterprise DevOps strategy

Process Automation Most Business Units were not developing automations for redundant processes Others were finding tech savvy members of their team, and developing macros or scripts outside of the

normal IT process. Over time these became unsupportable, and were not properly secured.

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Overarching Issues________________________________________________

Page 8: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

CostODM

• The cost to maintain, manage and enhance our on-prem solution was becoming difficult to manage.

• Labor Costs to perform an upgrade was astronomical. The previous upgrades to our environments (staggering both Batch and Online) took over a year, and cost well over $1M.

BPM

The previous upgrade, which occurred in 2015, took over 8 months, and cost over $1M in labor

Process Automation

Business Units were spending millions of dollars each year supporting processes, which while business critical, were redundant and could be easily automated.

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Overarching Issues (Continued)________________________________________________

Page 9: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

Blueprint for the Future…

…Turning Fiction into Reality

Page 10: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

IBM SaaS Offerings

ODM

Enforces that we will be on a consistent version between our online and batch environments

Supports our on-line being on the cloud, while batch remains on-prem

Reduces our labor costs by between $500K and $1M on a semi-annual basis

BPM

Consistently on the current version with the opportunity to leverage full capabilities of the product

Reduces labor costs by roughly $1M on an semi-annual basis

Support Process Modelling and Management for our entire Enterprise, including applications that may not reside in the core Nationwide Network

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Going Cloud….________________________________________________

Page 11: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

Reduced cost by migrating 48 On Premise Servers to 3 Cloud Subscriptions

Added additional testing environments for our largest tiered projects

Migrated 36 Rule Applications from ODM 8.5 to ODM 8.9 Cloud with over 70,000+ Rules

Implemented new ODM 8.9 Batch infrastructure to match ODM SaaS versioning

Cloud upgrade completed overnight compared to 6 months in house

Increased performance on Rule Execution times

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ODM SaaS Migration Benefits________________________________________________

Page 12: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

Review deprecated features in ODM 8.9 and plan for changes

Rule Designer Local Development

Decision Engine Rules and changes to RetiPlus

DVS now moved to Decision Runner

Account for all Managed Artifacts

DVS Spreadsheets

No Customizations on IBM Cloud

Plan for changes

ODM Rule Application conversion

Legacy ODM rule applications must be converted over to ODM 8.x platform

Communication/Coordination among development and business team

Plan on cutoff dates for Business Release changes before migration

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ODM SaaS Migration - Lessons Learned________________________________________________

Page 13: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

Introduction of Robotic Process Automation

Automation Anywhere Enterprise

September 2017

Pilot Programs

24 Deployed Robotic Processes

Shared Enterprise Infrastructure

Operational and Governance Models In Place

Lessons Learned to Date

Attended vs. Unattended

Server vs. VDI

Define your Process Early

ID Management – Know what a Digital Worker means to your company

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Robotic Process Automation________________________________________________

Page 14: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

ODM

2018 ODM SaaS Migration Completed

2019 – 2020 ODM Batch to Container Solution

BPM

Planned 1st Quarter 2019 Start to our SaaS migration

Planned to completely migrate all applications from on-prem to SaaS solution by the end of the 3rd Quarter

RPA

Approximately 30 Robotic Processes introduced in 2018

We anticipate 40 additional automated processes in Production by the end of 2019.

Shifting from On-Premise RPA Infrastructure to Cloud Solution in Q1 2019, with plan to migrate all existing processes by end of Q2

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Timelines________________________________________________

Page 15: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

One step closer to our goal of an Enterprise-wide DevOps adoption with agile, deploy when ready methodologies.

Managed upgrade and maintenance schedule, where the SaaS solutions drive the timelines, but allow us leeway to ensure our customers see minimal impact

Consistent integration patterns through the use of API’s and our API Management strategy to provide solutions not only for our internal applications, but those of our existing and future strategic acquisitions.

RPA’s that can be integrated via API into new or existing Business Processes in BPM to increase automation and reduce expenses, or that leverage foundational Decision Management Rule Sets to aid in decision making within automations.

Promotes the desired cultural shift to centralized governance, but federated development of business process solutions

Allows our associates to be spend more time focusing on Innovation, Dev-Ops Initiatives, and support the furtherment of our Cloud and Digital Enablement Strategies

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Continuing the Journey________________________________________________

Page 16: Process Simplification and Automation at Nationwide · #1 in Customer Satisfaction with Group Retirement Mixed Plan Providers - expires April 30, 2019 #1 in Customer Satisfaction

Questions?

… Just Kidding!


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