Financial Services
PT Itasof Pelagus Global (ITASoft)
Workflow Management System
1000+
Monthly requests processing
23
Different approval forms handling
100%
Timely SLA implementation
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 manual effort and resources needed to manage business operations
- Handled 23 different approval forms to support multiple requests — including document review, approval, and task assignment flow — for automated and streamlined workflows
- Handled multiple and various department approval processes which involve at least 7 workflow activities performed by each user
- Simplified the approval request process with effective monitoring, tracking, and reporting for better visibility and accountability
- Stringent SLA implementation and reporting ensured service assignment completion on time, enhancing time efficiency and reducing paper consumption per request, resulting in lower company expenses
Full Case Study
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