ITAsoft
Case Studies Financial Services

Process Automation & Task Completion

Workflow Management System for Financial Firm

Workflow Management System

Automates 95% of processes and reduces task times by 30%, with less manual work and fewer errors, all confirmed by usage data.

Implementation Partner: ITAsoft Customer: PT AEON Credit Service Indonesia

Aeon Credit Service
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Challenges

  • The procedures of obtaining approval for submitted forms and processes were time-consuming and labor-intensive
  • Manual business operations and data silos within the organization
  • Business processes were time-consuming and operational costs were high
  • Difficult to keep track of Service Level Agreement (SLA) pending approval requests, unable to meet the approval process deadline

Solution

A Workflow Management System was built on the Joget platform in 6 months to handle AEON's departmental approval requests, improve data management, streamline reporting, and orchestrate business processes.

Upon implementation of the system, they have achieved a higher rate of operational efficiency and greater visibility of transactions, as a result of the system's user friendly interface and automated workflows.

Results

  • Able to process thousands of requests per month since the implementation of the Workflow Management App in late 2020, significantly reducing the amount of manual effort and resources needed to manage the business operations
  • Handled 23 different approval forms to support multiple requests, which include document review, approval and task assignment flow, allowing the company to benefit from an automated and streamlined workflows
  • Handled multiple and various department approval process which involves at least 7 workflow activities performed by each user
  • Simplified the process of approval requests with the capability to perform effective monitoring, tracking, and reporting for better visibility and accountability
  • Stringent SLA implementation and reporting that ensured service assignment completion on time. Enhanced time efficiency and reduced paper consumption for each request and approval process, resulting in lower company expenses
1000+
Monthly requests processing
23
Different approval forms handling
100%
Timely SLA implementation

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Workflow Management System

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