How Deloitte France streamlines 400 daily requests from 25 processes used by 4000 employees

IT, HR, Corporate Services processes integrated with an ERP and automated with WorkflowGen

Deloitte France (9400 employees) offers diversified services including: audit & risk services, consulting, financial advisory, tax & legal and accounting expertise.

Looking to implement a BPM solution that would permit the easy creation of different validation circuits within its organization, Deloitte France chose WorkflowGen several years ago because of the solution’s innovative approach and simplicity of use.

Already running an intranet, several core applications, and an ERP, Deloitte wanted to optimize procedures that were still being processed manually or through unstructured email flows (such as leave applications, IT clearance applications, conference call number reservations, salary advance applications, etc.).

Considered individually, these procedures were relatively simple ones, none of which justified custom development nor the adaptation of an existing ERP type of application. However, all of these procedures taken together represented a significant operational cost due to the manual processing time they required. The business challenge was thus to automate and optimize these procedures, while complying with the existing IT infrastructure and seamlessly integrating the solution into the intranet portal.

In order to ensure the success of this undertaking, the Information Systems Department (ISD) decided to institute a progressive, per-project deployment. This allowed for an incremental positioning of the tool as the veritable standard across the enterprise and accelerated collaborators’ adhesion periods.

“Advantys, WorkflowGen’s vendor, doesn’t just position itself as a mere provider but rather as a genuine partner. Their solution allowed us to reinforce our agility and to achieve real operational gains such as heightened team productivity, the streamlining of our forms, and full traceability of completed actions. The vendor’s availability as well as the quality of its support service are also essential factors that play a key role in the longevity of our relationship.”

Julien Pietri, Project Manager at Deloitte France.

Today, the solution is roundly appreciated for its simplicity of use and the convenience it brings to different teams. Over 25 processes and validation circuits are managed by WorkflowGen, including IT clearance requests, leave applications, collection of certificates, and meeting room reservations. This represents an average of 400 requests that are handled by the solution on a daily basis. A total of 4000 collaborators use the solution.

At the operational level, once business management decides to put a validation circuit in place, it sends the request to the ISD, which then considers their needs and puts the customized configuration in place. The platform’s ease of use allows administrators to quickly create forms and validation circuits and launch projects. Among the solution’s strongest points are its great ease of use and its fully web-based graphical approach.

Having used successive versions of the solution, the ISD appreciates the minimal effort needed during version upgrades that don’t affect existing versions, and lead to gains at both the functional and technical levels. Certain new features such as email validation and lists management in web mode have brought even more flexibility to users.

These examples demonstrate the WorkflowGen’s technological and functional strengths in the BPM tools market.

Discover more epic real-life examples of business process automation from organizations around the world.

Parts of this story were translated from the original French article that appeared on Finyear on September 18, 2015.