Super-accelerated Delivery Agility
Microsoft API Integration
Cross-system Data Visualization
Key Takeaways
Enterprise-wide Adoption
Challenge
Allied Benefit Systems, a US leading third-party insurance administrator, was operationally overwhelmed by a high volume of project requests — from onboarding and compliance initiatives to custom client needs. With governance spread across emails, spreadsheets, and siloed workflows, they lacked the operational muscle to scale with speed and agility the business needed.
Bottlenecks in project intake and prioritization
Limited visibility for leadership
Manual approvals and redundant efforts
No centralized oversight or auditability
Solution
In a rapid 4-week, Mokxa worked with Allied Benefit Systems for a super-agile solution delivery – a Project Governance Application on Joget that transformed their project management approach. The solution offered:
A centralized portal for project intake and lifecycle management
Automated workflows for reviews, approvals, and escalations
Role-based leadership dashboards with full audit trails
No-code two-way Microsoft API integration with existing business systems
Business-user-ready interface, no coding required
Outcome
The transformation brought immediate, impactful change:
Automation with standardized processes for enterprise-scale project governance from intake to completion.
360° view on new project intakes that captures key performance indices through dashboards and reports.
Governance efficiency improved as single-click approvals sped up approvals and escalations.
Data, information & intelligence provided real-time visibility into project health and risks.
Strategic enablers for executives to make data-driven management decisions.
Full Story
Context
Project governance is a business process in which new business cases are requested, reviewed, and evaluated in order to determine whether Allied Benefit would like to initiate a project based on the business impact it would have.
This process includes submitting new intakes, requesting multi-level approvals from management based on the projects' size, and going through several rounds of internal reviews before it is approved and registered into its system - Azure DevOps.
In the past, this business process was managed manually using technologies like spreadsheets and emails, which resulted in operational inefficiencies, information silos, human errors, limited project oversight, etc.
Solution
Leveraging agile methodology, one Mokxa developer collaborated with key stakeholders at all levels from Allied Benefit to deliver the Project Governance Application within 4 weeks. Built on Joget, the solution is a single source of truth for Allied Benefit to:
Focus on effective communication, collaboration and iterative development for teams dealing with complex and dynamic projects at Allied Benefit
Provide a framework to prioritize and manage projects based on their strategic value, resource requirements, risk factors and align them with business goals
Integrate with the existing business systems, ensuring the overall project approval, resource allocation, and other governance process are seamlessly automated and consistently maintained across departments
Outcome
Provision of a 360° view on new project intakes that captures key performance indices through dashboards and reports. This enables stakeholders to better manage resource allocations and prioritize initiatives that add the greatest value to their business.
Provided a no-code two-way API integration with the Azure DevOps in one environment - Joget. This ensures Allied Benefit's users are seamlessly aligned with their business needs and objectives through a unified user experience.
Automated processes like built-in business rules, templatized forms and consolidated data lists reduced the likelihood of human errors. This allows Allied Benefit to free up their team to focus on the creative aspects of project management and easily scale.
Optimized risk management. The application also provides visibility into project risks and issues, proactively triggers any concerns that allow project managers to create contingency plans, mitigate perceived risks, and avoid potential delays/cost overruns.
Other highlights of the solution includes a streamlined review and approval workflow, audit trails visibility and notifications, as well as a standardized governance process implemented across all projects at Allied Benefit.