Process Documentation Administration

Migration to Open Source BPM


Large Data Processing

Used to track the completion of payroll and benefits fillings required by IRS, Dept. of Labor, and PBGC. The tasks are created then claimed by a user to complete the planning and preparation tasks. Users can submit the task for review.

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


Opportunity - Cost Reduction

Reduce costs by utilizing an Open Source BPM engine, and increase customer satisfaction by using modern UI framework that can microfocus on custom user needs.


Automated BPM, Rules, Integration and UI Migration


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


Genesis is a dehydrated, production ready Camunda environment. It's a collection of expertise, auxiliary delegates and listeners.


Cost reduction & Accelerated migration time

A process designed to maintain a 360 view of the distribution partners’ information that can be leveraged to service and support our distribution partners.

Developed to bring together the details from multiple producer information systems into groups. Added support from document management and batch-based processing.

$ 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