Workflow and BPM

When policies scatter across documents, spreadsheets, emails, file shares, and hard drives, organizations face redundancy, poor visibility, out-of-sync files, and overwhelming complexity. Mismanaged policies introduce legal liability used against organizations in criminal, civil, and regulatory proceedings. Without single source of truth and coordinated strategy for development, maintenance, communication, attestation, and training, organizations cannot defend themselves.

Business process management tools are growing in popularity among organizations that seek to increase productivity, lift revenue, and improve both the efficiency and effectiveness of processes. Unfortunately, the implementation of new technology is often met by a common barrier as a certain percentage of employees will always struggle to adapt.

Healthcare process management requires focused improvement on critical processes rather than managing staff. This guide applies proven principles to healthcare, covering data-driven decision making, process-first thinking, and continuous improvement strategies for better patient care and operational efficiency.

Harvard Business Review reports well-designed digitization programs can cut insurance costs by 65% and reduce turnaround time by 90%. ZS Associates found agents value speed over commission rates - the fastest carriers earned 30%+ market share despite working with 12 carriers each. Most companies digitized content but never integrated systems, forcing staff to coordinate fragmented information manually.

Client management requires two critical but different timing needs: compliance (like Know Your Customer regulations) demands ASAP action on profiles and billing systems, while reinforcing client enthusiasm requires optimal positioning timing, not necessarily the fastest, to avoid churn. Multiple departments (customer service, legal, accounts, shipping, support, billing) create complexity that paper, spreadsheets, or email cannot handle reliably.