Client Needs & Objectives
Objectives:
- Leverage on 4 technologies to enhance the customer experience, reduce the operational risk and improve the productivity
Scope:
After sales operation forms of 3 types:
- General Changes
- Policy Lending/Repayment
- Contract Termination
Techniques:
- Assessment of automation suitability
- Detailed process screening
- Business Case to prioritize the processes
Our approach
1. High-Level assessment:
- Analyse the processes and forms used in the scope of the study
- Conduct interviews and workshops to clearly segment processes
- Assess automation suitability (Short-list of processes for further analysis)
2. Process screening of the shortlisted processes & forms:
- Collect data & insights in order to build detailed processes mappings
- Benefits & priorities
3. Business Case:
- Assumptions on cost-savings, ROI and other organization/processes benefits
- High-level roadmap
Client Benefits & Main Results
Detailed assessment of the processes 7 forms to be digitized
Assumption on the ROI with a timeline
Proposition of technical solutions for the different needs (OCR, NLP, RPA…)
Roadmap of implementation