ENGLISH

BPM in Financial Services, Second Edition

By Mike Heffner

Book information

Year
2016
Language
english
Format
PDF
Filesize
12 MB (12519817 bytes)
Series
N/A
Volume
2
Pages
293\293
Topic
Business Management
Time added
2020-04-18 15:42:23

Description

This new Edition presents a curated collection of the best and most important chapters on Financial Services recently published in the annual BPM Handbook and Excellence in Practice series and our other publications. BPM’s promises are real, but the path to success is often littered with pitfalls and shortcuts to failure. This book is going to appeal to those getting into BPM in Financial Services and seeking to engage colleagues into the journey. It provides realistic and pragmatic guidance on how to approach BPM initiatives, along with a wide range of modern case studies developed by those who have undertaken real BPM programs. For those setting out on the BPM journey, you'll find the direct guidance on business case development and ROI calculation examples particularly useful. Perhaps more importantly, the case study authors also share their real-world best practices and pitfalls to avoid. Best practices can help you avoid pitfalls. If you are just embarking on using its methods and tools, these authors have a wealth of experience to learn from and build on. Whether you are a business manager in an end-user environment, a supplier of BPM products or services, or a technology practitioner, this special collection of papers will provide valuable information about what BPM can do for you—and how to apply it. Table of Contents FOREWORD Michael Heffner, Appian INTRODUCTION AND OVERVIEW 9 Layna Fischer, Future Strategies Inc. Banking and Financial Services Overview THE ART OF BPM SUCCESS 17 Nathaniel Palmer, BPM, Inc. (BPMI), USA BENEFITS OF POLICY AND RULES DRIVEN PROCESSES IN LATAM RETAIL BANKING AUTOMATION 45 Kay Winkler, Negocios y Soluciones Informáticas, Ricardo Ungo, Panama Canal Authority, Panama LINKING ARCHITECTURES FOR BUSINESS RESULTS 60 Jude Chagas Pereira, IYCON ADAPTIVE CASE MANAGEMENT AND THE FOREIGN ACCOUNT TAX COMPLIANCE ACT (FACTA) 71 Kay Winkler, NSI Soluciones, Panama Learn from Award-Winning Case Studies AFRICAN REINSURANCE, AFRICA 88 Nominated by Newgen Software Technologies Ltd, India AGFIRST FARM CREDIT BANK, USA 98 Nominated by Bizagi, United Kingdom AXLE GROUP HOLDINGS LTD., UK 106 Nominated by EmergeAdapt, United Kingdom BANK DHOFAR 120 Loan Origination Nominated by Newgen Software Technologies Limited, India CNP ASFALISTIKI LTD., CYPRUS 132 Nominated by Newgen Software Technologies COLPENSIONES, COLOMBIA 142 Nominated by Bizagi CRAWFORD & COMPANY, UNITED STATES 147 Nominated by Appian Corporation, United States DELTA LLOYD, THE NETHERLANDS 154 Nominated by You-Get, the NetherlandsTABLE OF CONTENTS 6 EATON VANCE INVESTMENT MANAGERS, USA 167 Nominated by EMC Corporation, USA FLEET ONE, USA 172 Nominated by 4Spires, USA FREEDOM MORTGAGE, USA 134 Nominated by Freedom Mortgage GENERALI CEE HOLDING B.V. 185 Nominated by Bizagi, United Kingdom HCL IBS, UNITED KINGDOM 196 Back Office Optimization Nominated by Corporate Modelling, UK HML, UK 208 Finalist: Financial Services, Nominated by IBM, UK INFOSYS MCCAMISH SYSTEMS, USA 216 Nominated by PegaSystems, USA NEW MILLENNIA GROUP PLC, UK 230 Nominated by AuraPortal USA PENSCO TRUST COMPANY, USA 240 Nominated by PENSCO Trust Company, USA PERSHING LLC, 249 a BNY Mellon Company, USA, Nominated by Pershing LLC, a BNY Mellon Company, USA PSCU, UNITED STATES 261 Service Request Management Nominated by OpenText, Canada TIAA-CREF, USA 268 Nominated by IBM, USA UBS BANK, WORLDWIDE 279 Nominated by Whitestein Technologies Section 3: Appendix WFMC STRUCTURE AND MEMBERSHIP INFORMATION 209 FURTHER READING: BPM AND RESEARCH

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