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  • Insight Investment
  • CLIENTE:
  • Insight Investment
  • INDUSTRIA:
  • Servicios Financieros
  • UBICACIÓN:
  • United Kingdom

20

Bizagi applications in production

9

Tableau dashboards

Custom integrations with Salesforce, Azure AD and Symphony

Insight Investment, an award-winning global asset management company, develops highly bespoke investment solutions for its institutional clients. Due to the sophisticated nature of its business, Insight wanted to optimise transparency around its end-to-end business processes and facilitate process improvements, while maintaining a strong control environment. 

Insight created a multi-skilled and dual-location process engineering team, with a remit to discover, document and digitize business processes. Bizagi Modeler was used to map business processes. An onshore/offshore development team was established to build automation solutions in an agile and iterative manner. Tableau dashboards were built to visualize the data stored in Bizagi applications, facilitating process management and providing a rich seam of data for further process improvement. 

The guiding principle for the team is to deliver continual, incremental improvements, and Bizagi lends itself to this. Bizagi provides a foundation layer that orchestrates processes end to end, ensuring reliability in ’hand-offs‘ between teams. On top of this foundation, the team is building effective process visualizations using Tableau. 

Bizagi is the foundation, reducing operational risk by guiding staff through complex processes and handing off work reliably. Visualization of Bizagi data using Tableau enables improved process management. Digitalization extensions (e.g. Robotics, Document processing) will enable further efficiency improvements.”

Ian MacLeod

Head of Process Engineering, Insight Investment

Objetivos:

  • Unificar procesos de compras.
  • Tener un RoadMap claro en el dise o de procesos y la plataforma tecnológica.
  • Obtener una plataforma con respaldo y estándares internacionales.
  • Solución multiplataforma / Multidispositivo / Multi país y Multi empresa.
  • Plataforma simple e intuitiva que permita la implementación de procesos de forma ágil.
  • Proveedor sensible a las necesidades de la compañía en asesoría, soporte y acompañamiento.

Logros:

  • Incremento en un 25% en las solicitudes de promociones año contra año.
  • Incremento en un 5% en las solicitudes de precios.
  • Eliminación de instancias perdidas por fallas en la plataforma.
  • Disminución en el tiempo de aprobaciones de compras. De 4 días a 2 horas en promedio.
  • Más de 8000 instancias aprobadas por correo electrónico.
  • Reducción de 40 minutos en tiempos de registro por caso.