Industry: Healthcare & Insurance | Theme: Legacy System Transformation
Spreadsheet-free Modernization: Simplifying 'Rate Sheets' Management with low-code Joget
Key Takeaways
Break free from spreadsheets in 6 weeks
75% productivity boost. 10x faster Rate Sheets creation since live.
50% less work for data entries, calculations, and data analysis
Instant access to Exec Dashboards; View, approve, and download Rate Sheets On-the-fly
100% Rate Sheets transparency. Secured with version controls, role-based access and audit trails
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Context
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'Rate Sheets' management is a workflow to generate detailed financial sheets to generate detailed financial sheets for funds distributions to healthcare sub-entities (like premiums, broker commissions, etc)
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This requires the extensive use of spreadsheets (MS Excel) for various administrative & analytical tasks, such as data entry, performing calculation with formulas, data analytics, and more.
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Despite maximizing the capabilities of spreadsheets, Allied Benefit Systems still faced significant limitations inherent to manual processes:
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Inefficient data management
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Cumbersome and error-prone administration tasks
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Ineffective Service Level Agreements (SLAs) and deadline tracking.
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No version controls & change management logs causing process breakdown
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Lack of data-based analytics and decision support
Solution
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Mokxa collaborated with citizen developers from Allied Benefit Systems to build a modernized 'Rate Sheets Management Solution', demonstrating optimal resource utilization for an innovative, cost effective business solution delivery in just six weeks.
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Built on Joget, the solution simplifies business processes that are pertaining to the financial & analytical aspects of premiums distributions and management.
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Complex financial formulas and policies are baked into the design, automating financial compliance, ensuring data integrity.
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User friendly dashboards helped executives at Allied Benefit Systems to easily access meaningful data for effective analysis and decision-making.
Outcome
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Breaking free from spreadsheets, business users were able to instantly adopt the business solution to manage financial sheets, achieving a record-breaking 10x faster Rate Sheets creation.
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50% time savings for data entries through automated processes, templatized forms and customizable reports - freeing up the team to focus on creative tasks.
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Instant access to pending action items enabling key stakeholders to view, approve, and download Rate Sheets on-the-fly.
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Reduced human errors through validation-checks that were in place, allowing Allied Benefit Systems to scale with lesser risks and fewer variables.
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Enabled effective, secured cross department collaboration via version controls, role-based access, and change management with audit trails
Hybrid Thinkers, Game Changing Solutions.
Solutions
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Columbia, MD 21046
info@mokxa.com
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301-591-2413
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Dubai, UAE
info@mokxa.com
+971 52 9031856
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