Insurance

Priority Tax Management

Migration to Open Source BPM

Challenge

Large Data Processing

Used to track the completion of Priority Tax Management fillings required by different regulatory agencies. The tasks are created and then claimed by a user to complete the planning and preparation tasks. Users can submit the task for review.

The reviews either return/reject the preparer’s tasks to have additional information added or approve the asks as ready to be filled. Once the reviewer has approved the task, it can be filed with the appropriate agency.

Approach

Opportunity - Cost Reduction

Added a mobile interface, and Rules Engine, reduced costs by utilizing an Open Source BPM engine and increased customer satisfaction by using a modern UI framework that can microfocus on custom user needs.

Migration

Automated BPM, Rules, Integration and UI Migration

Security

Working directly with the customer to incorporate a custom security layer

Fixed Cost

Designed a fixed cost approach within an agreed upon timeline

Product used

Exodus

Exodus is our proprietary application allowing us to migrate these assets to open-source alternatives in a fraction of the time such migrations normally take.

Result

Cost reduction & Accelerated migration time

Added a mobile interface, and Rules Engine, reduced costs by utilizing an Open Source BPM engine and increased customer satisfaction by using a modern UI framework that can microfocus on custom user needs.

$ 0
Annual Savings per year including the first year
0 Months
Our Team was able to accelerate the migration timeline
0 Number
Showcasing any other metric would be really beneficial

Guaranteed results

Migrate to a better BPM

We guarantee our work, and we have referenceable customers. The only reason not to buy is because a customer might think it’s too good to be true. But we’re happy to demonstrate.”

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