Six Ways to Automate Processes and Accelerate Digital Transformation

Aberdeen Radiation Protection Services

Going digital replaced the ring binders that tracked the oil rigs using its metering devices. Electronic workflow did away with scribbled notes and manual processes where expensive meters occasionally got lost.

McKinley Irvin

The US law firm freed expensive legal professionals from typing routine documents. “By enabling our people to focus on the legal questions at hand, not on typing documents, we’re seeing cost savings and efficiencies,” said Dustin Ray, Business Process Analyst.

Eurofound

The EU research agency automated its HR performance review process, which had forms going back and forth between multiple stakeholders, for a 75% efficiency improvement. Success bred success: 10 more processes were identified for automation.

A14 Integrated Delivery Team

Running one of the UK’s largest road construction projects across three main sites, IT Manager James Morgan replaced paper-based processes with automated workflows, making them less IT-centric so the wider business could build its own processes.

The UK refinery stopped hiring expensive consultants for every new Health and Safety, HR and Finance workflow. A team of superusers now leads digital transformation across HR, Operations, Maintenance, Finance and Procurement.

Vestergaard

The global health company works with 120 agents and distributors. Its sales contract flow runs compliance checks, makes sure all documents are attached, moves between legal and sales, and ends as a signed PDF.

Aberdeen Radiation Protection Services

Devices are automatically checked against environmental and health and safety legislation, something that was difficult when the data lived in spreadsheets.

Two flows make sure packaging labels meet demanding regulatory requirements: one for pre-approval of artwork mock-ups, one for final artwork with change requests. Taking out email and phone calls delivered a 50–60% efficiency improvement.

Aon

Contractors and customers input information directly into Aon’s onboarding processes through publicly accessible forms, increasing efficiency and giving clients a better experience.

Ireland’s national public transport provider replaced a manual, paper-based driver vetting process. “We have the best online vetting system around now,” said vetting team member Dorothy McGill.

A14 Integrated Delivery Team

Visitors book site visits through FlowForma Engage, so the site can see how many visits are happening each day and plan resources. FlowForma also standardizes processes across consortium partners.

Liverpool School of Tropical Medicine

Dozens of flows have encouraged departments that previously operated in silos to open up and work together.

Artwork created in Ireland goes through an approval flow where colleagues in other territories input their changes. The final version is then shared with each market where the product launches.

A14 Integrated Delivery Team

Mobile access lets people in the field complete tasks more quickly and work from anywhere.

McKinley Irvin

Process automation provides an auditable repository of documents and exchanges, far easier to access than a collection of emails, with document generation growing across the firm.

Aberdeen Radiation Protection Services

A customer database built in FlowForma makes it easier to raise invoices and see money owed. “Now they’ve seen the results they are 100 per cent behind it,” said Director Penny Wade.