Create Online Workflows & Boost Process Automation | FlowForma

Everyday we strive to save time in our daily routines. Whether it be work related, time at home with family and friends, or even trying to factor in a much needed walk or run into our busy schedules.

Recently I came across a really thoughtful quote by the late jazz musician Miles Davis;“Time isn't the main thing. It's the only thing!” 

Work-life can be demanding and so saving the time of employees when completing manual daily tasks, is an incentive which businesses are always looking to reap rewards from.

With this in mind I would like to share with you the story of how one of the world’s largest insurance brokers, Aon, have embraced this initiative. The firm were looking at new ways to improve processes, drive productivity, increase efficiencies and compliance, throughout the business.

Process Problems

As with such a large organization, there were difficulties when recording and sharing information. A combination of Excel spreadsheets and paperwork were a regular occurrence throughout the business, which didn't align with the IT department’s digital transformation strategy.

Replacing legacy processes with streamlined, automated processes was the task presented to Robbie Molloy, Product Manager, Aon who is responsible for SharePoint services within the organization. A solution to customize workflows, quickly and easily that integrated with the Microsoft platform was high on his wish list.

Upon seeing a demo of the FlowForma Process Automation tool, Robbie knew he had found the right solution that could save him and his team time and money.

Digital Process Game Changer

After attending a training course with the FlowForma team, Robbie built his first process by himself in less than a day! To date, he has built nearly 30 processes.  

One of the first on Robbie's list was to automate a HR Onboarding/Offboarding system for new hires and leavers. This was to ensure that an auditor had a workflow safeguarding that nobody had access to information or systems that they shouldn’t. Ultimately when someone leaves the company, their access to confidential files and folders are removed.

Another flow was designed to make sure GDPR requests about the use of personal information are tracked and recorded accurately. All up-to-date information is now instantly available in a central repository for inspection. Once again, the potential pain points around compliance and transparency have been addressed by digitizing this process.

Aon have also automated an Insurance Vetting System, for onsite contractors. The second has proved to be a game-changer, mitigating exposure to liabilities when contractors work on site. If contractors/suppliers arrive to the site office at a building site without the correct insurance requirements, they can easily see what stage the process is at that is causing the issue. This process previously involved several phone calls and email chains to have such a matter resolved.“We give clients peace of mind,” said Robbie. “They can log in to the portal and make sure the correct insurance is in place.”

Internal Improvement

Streamlined and sleek processes are now a regular occurrence across the organization. The amount of time taken to complete previously manual processes for Aon employees, has been significantly reduced. Tasks can now be completed in hours rather than days or weeks.“We can now build a fully functional flow in less than a day, which is much preferable to a six month project,” Robbie added.

We were delighted to welcome Robbie on to a recent webinar with us, to help us learn more about how Aon have significantly transformed their internal business processes, by fully embracing the no code FlowForma Process Automation tool across the organization.

Download our recent customer success eBook to learn how other customers have successfully implemented the FlowForma Process Automation tool to drive their digital transformation journey, and how you too can become a process hero! 

Schedule a call with one of our product experts to learn more about process automation and how it can drive your digital transformation project. Alternatively, you can take a free 14 day trial today, no credit - card no commitment!