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Catholic Church Insurance
Doug Baxter | National Modern Workplace Lead, Empired
About Empired
We are an Australian owned end-to-end solutions partner,
enabling enterprises to tap into tomorrow’s advantage today.
ASX
listed
Australian
owned &
operated
End to
end
solutions
provider
Over
1000
talented
people
Premier
Partners
Transformation Services
Dynamics 365
• Sales, Service, Marketing
• Field and Project Services
• Line of Business apps
• ERP solutions
Office 365
• Productivity Solutions
• Portals and Intranets
• Unified Communications
• Records Management
• Workflow & Automation
Digital & Experience Design
• Customer & User Experience design
• Digital Strategy
• Websites (inc. Sitecore/Episerver)
• eCommerce solutions
• UI & Visual design
• Mobility
Data Insights & Analytics
• Advanced Analytics
• Data Visualisation
• Data Strategy
• Internet of Things
• AI & Machine Learning
Cloud Design & Integration
• Azure design, integration and
optimisation
• Identity and Security
• Enterprise Mobility
• Enterprise Services Bus
• Data Migration
Architecture Consulting
Services
• Transformation Envisioning
• Service Design
• Enterprise Architecture
• Cloud Advisory Services
• Change Management
PMO Services
• Portfolio Delivery Management
• Program Delivery Management
• Project Delivery Management
Modern Apps
• Desktop to cloud-based applications
• Mobile apps
• Bespoke applications
• .Net & Java-based apps
CCI: Catholic Church Insurance
• Started in 1911 providing fire insurance for
Church properties.
• Today, a diversified general insurance and
financial services provider working with
Church institutions throughout Australia.
• HQ in Melbourne, branches throughout
Australia.
• ~300 employees
• ~15,000 customers
• $225m revenue 2018
Business Context
The Problem
• > 150 doc types
• > .5m docs (5 years)
• Ad-hoc & scheduled
• Lots of manual handling
• Invoicing
• Agreements
• Statements
.5m
~10%
growth
pa
Business Drivers
Save Digitise Comply
Empower Retire Improve
Solution
Solution Conceptual Overview
LoB
system
Customer
Customer
Portal
Nintex Workflow, Document Generation Action
Result: From This…
Result: To This…
Benefits to CCI
• Cost savings (.5m docs over 5
years):
• .5m documents
• Materials (paper, printer)
• Production (printing, packing)
• Distribution (post, courier)
Benefits to CCI
Save Digitise Comply
Empower Retire Improve
Benefits to CCI Customers
Consistent Timely Simple
So, what’s next?
The Future: Electronic Signatures
The Future: Analytics
The Future: Compliance & Governance
SYSTEM TAGS
• Single source of truth
• Better visibility
• Manage system change
• Reduce business risk
LINKS, ATTACHMENTS
• Single source of truth
• Better visibility
• KnowledgeBase
• Reduce business risk
RACI
• R A C I
• Automated notifications
• Better visibility
• Reduce business risk
COSTS
• Cost modelling
• Impact of variations
• Accountability
• Reduce business risk
Thank You.
Questions?

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Integration + Automation: How Catholic Church Insurance is Streamlining its Document Generation Processes

  • 1. Catholic Church Insurance Doug Baxter | National Modern Workplace Lead, Empired
  • 2. About Empired We are an Australian owned end-to-end solutions partner, enabling enterprises to tap into tomorrow’s advantage today. ASX listed Australian owned & operated End to end solutions provider Over 1000 talented people Premier Partners
  • 3. Transformation Services Dynamics 365 • Sales, Service, Marketing • Field and Project Services • Line of Business apps • ERP solutions Office 365 • Productivity Solutions • Portals and Intranets • Unified Communications • Records Management • Workflow & Automation Digital & Experience Design • Customer & User Experience design • Digital Strategy • Websites (inc. Sitecore/Episerver) • eCommerce solutions • UI & Visual design • Mobility Data Insights & Analytics • Advanced Analytics • Data Visualisation • Data Strategy • Internet of Things • AI & Machine Learning Cloud Design & Integration • Azure design, integration and optimisation • Identity and Security • Enterprise Mobility • Enterprise Services Bus • Data Migration Architecture Consulting Services • Transformation Envisioning • Service Design • Enterprise Architecture • Cloud Advisory Services • Change Management PMO Services • Portfolio Delivery Management • Program Delivery Management • Project Delivery Management Modern Apps • Desktop to cloud-based applications • Mobile apps • Bespoke applications • .Net & Java-based apps
  • 4. CCI: Catholic Church Insurance • Started in 1911 providing fire insurance for Church properties. • Today, a diversified general insurance and financial services provider working with Church institutions throughout Australia. • HQ in Melbourne, branches throughout Australia. • ~300 employees • ~15,000 customers • $225m revenue 2018
  • 6. The Problem • > 150 doc types • > .5m docs (5 years) • Ad-hoc & scheduled • Lots of manual handling • Invoicing • Agreements • Statements .5m ~10% growth pa
  • 7. Business Drivers Save Digitise Comply Empower Retire Improve
  • 10. Nintex Workflow, Document Generation Action
  • 13. Benefits to CCI • Cost savings (.5m docs over 5 years): • .5m documents • Materials (paper, printer) • Production (printing, packing) • Distribution (post, courier)
  • 14. Benefits to CCI Save Digitise Comply Empower Retire Improve
  • 15. Benefits to CCI Customers Consistent Timely Simple
  • 19. The Future: Compliance & Governance SYSTEM TAGS • Single source of truth • Better visibility • Manage system change • Reduce business risk LINKS, ATTACHMENTS • Single source of truth • Better visibility • KnowledgeBase • Reduce business risk RACI • R A C I • Automated notifications • Better visibility • Reduce business risk COSTS • Cost modelling • Impact of variations • Accountability • Reduce business risk