Process Management

In Compliance Monitoring, process management involves forms, events, items or activities; or sequence of activities (workflow management) , each with a due date that can be added to a hierarchy item (person, section, team, company etc.)

• You can track what is coming up based on these due dates.
• The person(s) should have the competence to complete the action and this can be defined using other processes (such as exams or courses).

In Workforce Management these are an item of work received (directly or indirectly) in to the team. A work item may also have steps (follow-ons), stages and/or require authorisation (workflow management)

• Personnel should have the competence to complete the process, but this can determine their skill levels which affect the time allowed for the person to complete the process.
• Processes can be shared between teams, this way you can loan team members between teams that have the same processes - you know that the loaned personnel have the required skills.
• Work items may be identified as drip-feed or as having other properties (BPI) which can be used to categorise and group in subsequent reporting.

Once processes have been identified, our Excel based process timer can time how long processes take to complete. We can then allocate personnel a skill level which will give them more or less time to complete the process in Workforce Management. 

Modules which use processes can display URLs for the user to provide guidance when completing them.

In addition, our Personal Process Assistant module can prompt an operator step-by-step through any process including any decisions to be made. This is all audited and timed.

Reporting includes the ability to analyse end-to-end processes to identify e2e cost e.g., underwriting new business. 

Remember, we focus on Flexible Reporting which prevents your data being lost in a black-hole...  

Process Improvement - Part of our Back Office Software, using various tools such as VBA and RPA we can streamline your existing processes to minimise delays and increase your productivity and efficiency. 

Our Personal Process Assistant can help when making decisions. 

They also audit how long each process step took to complete and by whom and exactly what steps were taken to complete the process and why.