BPM and Process Automation

LONG-TERM ENGINEERING PARTNERSHIPS

Automation does not fix a bad process by itself.

Where the delays hide

At Gorenjska Banka, a small business loan approval process used to take around 8 days on average. The work involved manual steps, several participants and a lot of data gathering.

Using Appian, we helped analyse, redesign and automate the process. The average approval time moved to less than one day. The fastest cases were completed in around 10 minutes.

That is the type of work we do.

Before we automate, we first look at how the work actually moves.

Who starts the process. Who approves it. Which system holds the data. Where people wait. Where compliance needs a trace. Which steps create value. And which steps should not be automated at all.

If the workflow is unclear, if approvals live in emails, if people copy data between systems, or if no one knows where the delay happens, automation can just make the mess move faster.

We help banks, insurers and regulated organisations redesign and automate workflows that are too slow, too manual or too hard to track.

What we can help with

BPM and workflow automation

Loan approval processes

Customer onboarding workflows

Approval and escalation flows

Business rules automation

Document and case management

Cross system process integrations

Operational dashboards and reporting

Process optimisation before automation

How we work

Process automation is not only a technical project.

It touches how people work, which approvals are needed, which data is trusted, what gets logged and what managers need to see later.

That is why we work close to business, operations, compliance and technology teams.

If the real process is not understood well enough, the project usually pays for it later.

Systems we work around

BPM platforms such as Appian

Workflow and case management systems

Core banking and enterprise systems

Event driven workflows

Audit logs and traceability

API integrations

Operational dashboards

Reporting tools

Security & traceability

In regulated workflows, speed is not enough.

You also need to know who did what, when it happened, which data was used, who approved the next step and why the process moved forward.

So we build automation with traceability, access control, audit logs and operational visibility in mind from the start.

Relevant experience

01

At Gorenjska Banka, we helped redesign and automate a small business loan approval process using Appian. The average approval time moved from around 8 days to less than one day, with the fastest cases completed in around 10 minutes.

02

We have also worked on insurance workflow automation, where slow Excel based policy work and scattered documentation were moved into traceable digital workflows.

CREA

Gorenjska Banka: Faster credit approvals with Appian

Loan and guarantee processes are rarely simple. Gorenjska Banka needed one place where business client managers could see the full client picture, follow each process and move work forward without switching between multiple systems.

As part of Gorenjska Banka’s process automation, we used Appian to build a digital entry point that brings together a 360-degree client view, guided workflows, automated credit assessment, document generation and backend integrations.



The solution reduced manual work, improved traceability and cut the average approval time from several days to less than one day.

10 min

Fastest quick-loan approval

94%

Fewer clicks for quick loan handling

CREA

Generali: Insurance workflows beyond Excel

Insurance policy work rarely moves through one clean path. At Generali, onboarding, policy changes, agent complaints and termination requests involved multiple tasks, documents and decisions.



We helped move this work into an end-to-end digital workflow, making each step easier to follow and reducing the manual administration around it.



Teams gained a clearer view of what was happening, fewer errors and more time for work that actually required human judgement.

CREA

Telekom: Faster digital order processing

Since 2004, we have helped Telekom Slovenije evolve systems for order capture and commercial order processing.

The platform connects product rules, order flows, sales channels, credit checks, equipment, delivery, field work, technical upgrades and APIs for new digital products.

By bringing these parts into one process, the platform gave teams better visibility and made it easier to adapt order handling as products, rules and customer needs changed.



20y+

Long-term technology partnership

7x

Faster order completion

Let’s talk about your next platform

Whether you are modernising a banking platform, improving an internal workflow, building a customer portal or trying to connect systems that do not work well together, we can help.

CONTACT US

Engineering teams for banks, telecoms, insurance companies and regulated digital platforms.

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