The Metastorm Global User Conference features session tracks in a variety of vertical industries from insurance to government to financial services. One session featured a pharmaceutical company, who talked about its experience using Metastorm BPM to improve its clinical document process.

The pharmaceutical company was experiencing challenges with its current process for several reasons. First, employees were situated globally so it was difficult for work to be distributed. At the time, work was being distributed via email and tracked with Microsoft Excel spreadsheets so there was no precise or reportable audit history. There was also poor visibility into the status of the task, low management insight, and tedious administrative reporting.

The company wanted to improve this process and listed the following items as some of its project goals:

• Standardize and streamline processes
• Reduce manual entry of administrative informatio
• Automate assignment and delivery of wor
• Automate notification
• Ensure appropriate authorizations /approvals of outputs of advancement to next step
• Increase visibility to work status and issue
• Enhance reporting and metrics

They decided on Metastorm BPM to automate the clinical document process for a number of reasons including its ability to automate complex business processes and its speed of implementation and delivery. Using BPM, they implemented a new process where it intelligently routes and tracks tasks defined by business processes, rules, standards, and deliverables. It provides more than 3,000 users with the capability to automatically select and initiate processes based on document type, task, and resource availability; along with providing the capability to prioritize tasks.

The organization has been using this new process for about a year and has seen visible business results. With Metastorm BPM, it now has the ability to categorize work priorities; ensure that work is being completed by the right person; enhance visibility into the request for all users; define and enforce consistent processes; and automate email notifications.

Just another example of BPM excellence at work.

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