Services
The client faced a few challenges and needed a system that could:
• Manage highly-complex workflows for various products
• Increase productivity for the cumbersome manual process of opening and maintaining new accounts
• Manage the acquisition of another organization and integration of its enterprise software platform with client’s systems
• Provide a clear migration path from legacy systems
• Drive innovative process optimization
To meet the client’s needs, we:
• Implemented multi-line, complex, processes on multiple products in a common Pega platform
• Developed dynamic workflows and prioritized them based on user roles
• Implemented a high-end, vendor configurable, layout based on user roles
• Provided an external content management system to store high volumes of documents
• Integrated with complex systems to expose/consume around 30 services
• Implemented advanced report generation features where privilege had been given to the user to customize and generate reports
• Implemented Pega’s best practices to ‘build for change’
With the Pega platform, the client could now:
• Roll out new products while maintaining business continuity with enhanced workflow software without re-training the back-end users
• Improve service level agreements as Pega allows tracking of the work-in-progress, whereas the legacy system did not
• Benefit from inbuilt features like exporting and reporting through the Pega interface on the work that was created with the legacy system
• Automate the entire manual process of opening accounts
• Reduce any errors in the process to a minimum and maintain an accurate history of any change to the workflow