Union: Workload analysis and potential automation processes


Summary

UNION aimed to streamline operations by automating manual document processing and optimizing workflows across nine departments for future AI integration.

Challenge

What was the problem

UNION receives numerous documents on the daily basis which are still being processed manually and then forwarded for further processing.

The goal of the project was to identify processes within nine departments which could be automated, optimized or changed to better suit the needs of the company and prepare company for AI business process optimization transformation project.

Solution

How we solved it

One of the main challenges was pinpointing which tasks would benefit most from automation and which would create the biggest business case.

This required thorough analysis and understanding of current workflows. Despite the difficulties, identifying these key processes was crucial for streamlining operations and improving efficiency.​

Tools & means

  • Interviews​
  • Workshops​
  • Ableneo Transformation methodology ​
  • AI tools (Kognitos)​

Outcomes

What has changed

UNION significantly enhanced operational efficiency by automating manual document processing and optimizing workflows across nine departments. This streamlined approach reduced processing times, minimized errors, and freed up valuable staff resources.

Identifying key processes for automation laid a solid foundation for future AI-driven business process optimization. The project not only improved current operations but also prepared UNION for advanced technological integration, ultimately driving greater efficiency and positioning the company for long-term success in a competitive insurance market.

Used services

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