Workpoint User Profiles

Workpoint is a process management solution for any kind of business process. Here are some of the ways our customers are using Workpoint to meet a variety of challenges.

OEM-Embedded Java

CA™ is one of the world's largest IT management software providers. CA's software and expertise unify and simplify complex IT environments in a secure way across the enterprise. Founded in 1976, CA is a global company with headquarters in the United States and 150 offices in more than 45 countries. CA serves more than 98 percent of Fortune 1000® companies, as well as government entities, educational institutions and thousands of other companies in diverse industries worldwide.

CA embedded Workpoint into eTrust™ IdentityManager®, an enterprise software solution that enables organizations to safeguard proprietary resources, while simultaneously providing users with easy and convenient access to their IT systems. Workpoint provides eTrust IdentityManager with a graphical workflow engine, automating routine business procedures such as provisioning requests that require approvals. With Workpoint, CA's customers can view every step of the approval process and when one step is completed, the next step is automatically initiated. Workpoint dynamically builds and displays all requested approvals, enabling designated personnel to see exactly what requires their attention and when it must be completed. Workpoint also maintains the status of these procedures so that the initiators can track their requests without needlessly calling or e-mailing people.

Workpoint also provides CA's customers with workflow features that can be used as is or customized in any way that the business requires. CA's customers can also extend IdentityManager's workflow procedures into additional business systems. With Workpoint's execution engine embedded into eTrust IdentityMinder, CA's customers have seen a significant reduction in process errors and a substantial increase in process productivity. Thousands of eTrust IdentityManager users are ultimately equipped with an effective and efficient solution to manage critical business processes across the enterprise.

OEM-Embedded COM+

SunGard Workflow Solutions provides content and document management, customer service and enterprise-wide workflow solutions for the health, life, property and casualty insurance industries, as well as for financial services organizations. SunGard Workflow Solutions embedded Workpoint into its MACESS.exp product, which delivers outstanding functionality for enterprise content management.

Embedding Workpoint enables SunGard to enhance MACESS.exp's BPM features. SunGard's customers can now graphically model and deploy workflow for a variety of enterprise systems (claims, enrollment, human resources, accounting, medical management, appeals & grievances, etc.). Additionally, SunGard's customers can now immediately access data—no matter where it resides—to complete their tasks. And with Workpoint embedded into MACESS.exp, end users can change business rules throughout the day to manage employee workloads in a dynamic environment.

OEM-Embedded Java

Stratus Technologies is a global solutions provider focused exclusively on helping its customers achieve and sustain the availability of information systems that support critical business processes. Based upon its 25 years of expertise in server and services technology for continuous availability, Stratus is a trusted solutions provider to customers in manufacturing, life sciences, telecommunications, financial services, public safety and transportation and logistics.

Stratus needed an embeddable BPM solution for one of its services platforms for IT management. The company required highly scalable BPM that could deliver distributing capabilities for its platform's user portal. Stratus evaluated several solutions, and ultimately chose Workpoint.

"There are several products out there that offer a lot of good, basic features, but under the hood, Workpoint was the superior choice," said Dave Femia, Project Manager at Stratus Technologies.

Specifically, Workpoint supports customer-specific management processes that Stratus configures as part of the services package it offers its customers. Moreover, with Workpoint's flexible component-based architecture and open APIs, Stratus can seamlessly integrate business applications across the enterprise.

"With Workpoint, we are able to integrate with a variety of enterprise systems, applications and tools without sacrificing scalability," Femia said. "We enjoy a lot of flexibility with Workpoint."

OEM-Embedded .NET

Nations Holding Company (Nations) provides exceptional real estate products to servicing and lending sectors across the country. The company's complete line of residential real estate products and services is offered through a national network of company-owned and operated branch offices, subsidiaries and independent policy-issuing agents. Through this family of companies, Nations is able to offer an array of real estate needs, including residential title insurance, foreclosures, signature closings, appraisals and lender and broker solutions. Currently, Nations has 54 offices in 21 states.

To ensure top-rated customer service, Nations must continually maintain expediency, visibility and accuracy. However, because Nations must coordinate and integrate with several holding companies and external vendors dispersed throughout the country, meeting tight deadlines was becoming increasingly difficult. To address this challenge, Nations chose Workpoint BPM. With Workpoint's sophisticated workflow technology, Nations can flawlessly coordinate activities between multiple holding companies and external vendors, ensuring services are completed in the time requested to meet the requirements for each service provided.

Workpoint seamlessly executes various tasks, such as bulk title searches and property appraisal processes. When such tasks are submitted to Nations, Workpoint creates multiple business process instances based on the service being provided. The bulk requests may be as simple as a creation of tasks for one holding company to a multi-facet request that requires coordination of multiple holding companies and external vendors.

With Workpoint as its technology partner, Nations Holding Company can continue as an active, progressive leader in its industry, seeking new territories and opportunities for growth in an ongoing expansion of operations. With the strength of leading-edge BPM technology, Nations can now better provide its customers with advanced tracking capabilities and exceptional levels of service and quality control.

OEM-Embedded Java

Red Prairie provides retail productivity solution software that helps retailers eliminate the gap between retail strategy and store-level execution. Red Prairie offers the first end-to-end workforce optimization solution for retailers. Red Prairie integrates store execution management solutions with optimized labor scheduling, time and attendance, learning management and employee self-service solutions. The company's innovative solutions ultimately enable retailers to drive top-line revenue growth through better execution in stores.

Red Prairie's store execution management software allows retailers to schedule and track task-driven labor requirements, such as inventory resets, new displays and product recalls. These task-driven requirements have dramatically increased in recent years due to advanced price optimization and merchandizing solutions that create added workload for store operation. Furthermore, to achieve true workforce optimization, retailers require a labor schedule that considers demand from both traffic and task drivers. To address these issues, Red Prairie embedded Workpoint.

In a time when stores are being asked to handle more initiatives with the same or even fewer staff members, Workpoint ensures that every scheduled hour is focused on the greatest need and highest priorities. With Workpoint, Red Prairie can more easily and readily provide its customers with an end-to-end approach to workforce optimization. Workpoint ultimately ensures that the right product and the right people are in the right place at the right time.

Union Pacific Railroad is an operating subsidiary of Union Pacific Corporation (NYSE:UNP). It is one of the largest railroads in North America, operating in the western two-thirds of the United States. The system serves 23 states, linking every major West Coast and Gulf Coast port. It also serves four major gateways to the east: Chicago, St. Louis, Memphis and New Orleans. Union Pacific is the primary rail connection between the U.S. and Mexico.

Union Pacific contracts several third-parties to repair tracks, supply food and perform environmental cleanup. Before implementing Workpoint, Union Pacific's contracting system was largely paper-based, and every job that was contracted required a stack of documents to specify the requirements, authorize the work and arrange payment. Workpoint has since automated the company's contracting process with a unified Web interface.

Workpoint operates as the central rules and workflow repository of Union Pacific's Contract Automation System (CAS) application. Workpoint interfaces with multiple databases, interacts with half a dozen thick client applications and back-end legacy applications, and generates more than 400 different dynamic Web pages for end users of the system.

Since Workpoint was installed, contracting at the company has doubled, yet the contracting department now operates with approximately half its former staff. By streamlining and automating the contracting process with Workpoint, the company has realized a $15 million savings to date.

OEM-Embedded Java

Algorithmics is a leading provider of enterprise risk solutions. More than 300 financial institutions rely on Algorithmics' software, analytics and advisory services to make risk-aware business decisions, maximize shareholder value and meet regulatory requirements. Algorithmics is a member of the Fitch Group, a subsidiary of Fimalac, S.A., an international business support services group listed and headquartered in Paris, France.

Algorithmics offers an operational risk management solution that enables financial institutions to manage risk exposure in today's climate of complex, global transactions and intense regulatory oversight. The solution allows firms to identify, measure and manage enterprise-wide risks, reduce the cost of compliance and help satisfy regulatory demands. To enhance this solution, Algorithmics embedded Workpoint. With Workpoint, Algorithmics can now offer its customers a dynamic risk and control model. Workpoint essentially creates the variable amount of tasks during the identification and measurement phase of risk assessment.

Workpoint ensures accurate and timely processing of operational risk data through its flexible workflow-driven processes. Operational risk managers and/or approvers can define the approval process and any required escalation paths for key activities, such as loss event approval, risk and/or control assessment or periodic certification of control test results. With Workpoint, Algorithmics can also query data, calculate the number of tasks and dynamically add tasks to the running instance. Furthermore, when Workpoint's tasks are added to the instance they are immediately available for users to perform. Additionally, Workpoint provides notifications and alerting to users and management, ensuring tasks and instances are completed and meet regulatory demands.

OEM-Embedded Java

BSC Praha, spol. s. r.o., is an expanding Czech software company that provides design and implementation offerings to financial institutions and enterprise information systems. The company was founded in 1990 with its banking and enterprise divisions located in Prague.

BSC embedded Workpoint into its GEMINI E-Business Framework - a flexible, multi-lingual and multi-national banking environment. Workpoint provides tracking and analysis for business processes, system management and system security functionality. Since embedding Workpoint, BSC has realized several benefits, including improved customer response times, enhanced security and shortened delivery timeframes.

Embedded COM+

OnVantage™ Inc., is the leading provider of technology solutions for the professional meetings and events industry. OnVantage serves both buyers and sellers in a USD$300 billion global market.

OnVantage uses Workpoint to manage a meeting broker distribution process that translates XML documents into an RFP document. They are then able to e-mail or fax the RFP in a PDF format to the appropriate recipient.

Since embedding Workpoint, OnVantage has realized improved workflow within its applications. The company has been able to quickly and easily:

Conduct online searches and site selection
Establish online meeting calendars
Complete online RFPs
Customize search functions
Alert the planner when a vendor responds with a quote

OEM - Embedded Java

Ovitas provides expert design, development and deployment of content lifecycle solutions. The company is the premier North American integration partner for empolis (http://www.empolis.com), a division of Bertelsmann. Ovitas supports demanding organizations such as General Electric and the United States Marine Corps.

Ovitas uses the empolis sigmalink content management platform to manage back-end content authoring, review and approvals, publishing, updating, security and version control. Unlike standard document management systems, the empolis product set manages modular content, defined by XML structures.

Ovitas implemented Workpoint to manage the workflow of various content management processes. Workpoint routes the content to the right people, ensures that data is where it belongs and operates as the integration piece between the empolis sigmalink application and the end-user's systems.

OEM-embedded, JAVA

PinkRoccade is a worldwide IT company located in Amsterdam, Netherlands. The company provides information and communication technology (ICT) services to various institutions, such as banks, insurance companies, social security, healthcare and government.

PinkRoccade's ICT services help keep Dutch society operating smoothly. In fact, many citizens routinely—and often unknowingly—use ICT-assisted services from PinkRoccade. A key service that PinkRoccade provides is through Traject-Assistant™, a Web-based J2EE application that allows private businesses to interact with the Dutch Social Security System.

To better serve its customers, PinkRoccade needed a new workflow engine that would enable Traject-Assistant to orchestrate end-to-end processes. The company had outgrown its existing engine, and found that it also lacked flexibility and scalability. PinkRoccade required an embeddable J2EE workflow solution that had open application program interfaces (APIs) and was capable of high transactional throughput. PinkRoccade also needed an engine that would work with multiple Java containers.

After a thorough evaluation, PinkRoccade chose Workpoint. With Workpoint, PinkRoccade can now manage Traject-Assistant seamlessly and discreetly. Workpoint orchestrates Traject-Assistant's processes from end to end. The solution administers data, monitors the progress of each unemployed citizen on the system and produces reports for the government. Workpoint also offers end users several tools, such as documents, calls-to-applications, and Java scripting and messaging. Workpoint also provides Traject-Assistant end users with rich workflow capabilities.

South & Associates, P.C. is a full-service law firm with an emphasis on mortgage banking law. The firm provides legal services throughout Missouri and Kansas, helping more than 150 clients on thousands of foreclosures each year.

To help meet deadlines and regulations, South & Associates implemented a simple workflow system. This system provided file notes and a relational database of case information, but it wasn't the workflow solution the company had hoped for. This particular workflow application could not quickly access and verify information. Important details were falling through the cracks: Documentation was inaccurate, revisions didn't reflect the latest changes and cases were delayed. South & Associates ultimately needed a comprehensive BPM solution.

After several vendor presentations, South & Associates determined that Workpoint was the only product that offered the flexibility and open architecture the company required. South & Associates embedded Workpoint to support its day-to-day business operations. Workpoint tracks the status of each activity and proactively manages thousands of work tasks simultaneously. Workpoint allows the firm to map end-to-end processes.

At South & Associates, Workpoint also evaluates cases and makes decisions accordingly. For example, certain mortgage loans require the firm to take specific actions at various stages of the loan process. Workpoint ensures that these actions are accurately mapped and evaluated at each stage of the process. Workpoint also created large-volume boilerplate documents to help South & Associates comply with foreclosure legislation. Workpoint also helps South & Associates meet deadlines and avoid delays and penalties. For example, foreclosure regulations require South & Associates to execute specific tasks and processes within a set timeframe. If the firm misses these deadlines, employees must put cases on hold and the firm receives stiff fines. However, with Workpoint, the firm can suspend or reactivate these processes. This type of exception processing enables the firm to expedite the foreclosure process effectively and cost efficiently.

To Automate Facilities Management

User Profile – A multi-national food and facilities management chain uses Workpoint to streamline services

This Workpoint customer is one of the world's largest providers of integrated facilities, providing maintenance, security, food and other services to hundreds of sites in the U.S. Once implemented, Workpoint enabled affordable customization of services while allowing the company to maintain tight operational controls. Workpoint was also combined with an advanced knowledge-management system, integrating hundreds of Web-based data sources and creating an open interface to commercial computerized maintenance management systems (CMMS). Workpoint also provides interfaces to customers' existing systems, such as accounting and HR.

In this setting, Workpoint enables integrated applications to support "mass-customization," where industry best practices are adopted to meet customers' unique needs quickly and cost-effectively. Workpoint also provides real-time status and alerts, so potential violations of service level commitments are immediately identified. Workpoint also captures discrete and aggregate labor cost metrics so that essential cost controls can be enforced.

To Automate Customer Interaction Management

User Profile – One of Inc. Magazine's Top 100 Fastest Growing Companies uses Workpoint to automate services

This Workpoint customer is the nation's largest provider of customer care management services in the convergence markets of telecommunications, satellite broadcast, cable television and online access. This customer implemented Workpoint to automate critical customer interaction processes that had been consistently failing and resulting in a loss of direct revenue.

This organization's complex processes required timely coordination between several parties, including individual customers, customer service representatives and IT staff. With Workpoint, the company can now impose discipline in the process, and ensure appropriate management for each and every step in the process. Workpoint also supports an unlimited number of rework passes in the development steps of a process. Workpoint then supplies detailed work metrics for each request, so that rework is identified and causes are analyzed. Customer and/or staff education is then distributed to help reduce future occurrences.

To date, this Workpoint customer has seen improved process accuracy, greater customer satisfaction and documented cost reductions.

To Provide Process Management in a New Product: An OEM Relationship

User Profile – A major subsidiary of the world's largest technology company uses Workpoint in the development of a new software product

This Workpoint customer is one of the world's leading product vendors for integrated network management. After several months of technical evaluation, this multi-billion dollar software company decided to embed Workpoint into a new set of workflow-enabled network and help desk products. This customer chose Workpoint because it needed a BPM solution that could easily integrate into its IT environment and therefore, increase time-to-market for its new product line.

Workpoint is middleware for process management services, with object interfaces suitable for integration into object component application design. For example, Workpoint's robust process designer allows organizations to easily integrate it as a component within larger product applications. This Workpoint client also leveraged Workpoint's comprehensive documentation, integration samples and developer training, which further accelerated product development and enabled component incorporation into the new product design.

To Improve Management of Services

User Profile – Fortune 100 technology services company uses Workpoint to develop new service offering

This Workpoint customer is a multi-billion dollar provider of business continuity, managed network services and desktop management services. In this implementation, Workpoint serves as the core of a new work management system for hardware and network service control.

The new work management system combines Workpoint's process management services, multi-dimensional resource and schedule manager, and scheduling engine to match resources to task assignments. The system continuously optimizes schedules and assignments to improve productivity and effectiveness of the workforce.

Workpoint's rules-based process management enables each customer request to be processed uniquely, based on customer profiles and each request's unique traits. Workpoint's early-stage binding option allows the customer to predict workloads, compare expected completion dates and adjust resources accordingly. Workpoint also allows the customer to distribute and monitor work assignments across time zones, work locations and services sites.

For Wholesale Process Re-engineering

User Profile – Multi-national telco uses Workpoint to re-engineer major manufacturing division

This Workpoint customer is the largest provider of unified network services, supporting telephony and IP-optimized data transfers across wireline and wireless transmission for global public and private networks. Workpoint is used as a process modeling, capturing and improvement tool for one of the company's major operating divisions.

Workpoint supplies numerous work definition and management functions via a published, fully-documented API, which allows the client to present process models through its Visual Basic user application and extend the Workpoint data model within its own object extensions. Workpoint also supports modeling to any level of abstraction, allowing the organization to reuse work objects, including complete process models as discrete sub-process elements in larger processes. Workpoint's rules-based work management can be configured to any level of granularity. This enables less experienced resources to perform complex tasks with high accuracy and less training.

To Streamline Mortgage Processing, End-User Application

User Profile – Top lender uses Workpoint to automate mortgage processing

This mortgage company originated $56.1 billion in mortgage loans in 2005 alone.The company uses targeted direct mail and outbound telemarketing to attract borrowers. Its direct mail programs are managed by a centralized staff that creates targeted mailing lists for each branch market. All calls or written inquiries that result from the mailings are centrally tracked and then forwarded to each branch location. In addition, the company's telemarketing staff solicits prospective borrowers and refers qualified leads to loan officers closest to the prospect. Although the company is quite successful in these marketing endeavors, it needed a workflow engine to route and manage prospect information, as well as streamline the loan application process to minimize manual intervention.

In addition to a solution that could streamline the loan process, the company needed a BPM solution that could handle its high volume, high throughput requirements. After a thorough evaluation, the company ultimately chose Workpoint. Workpoint offered all of the functionality the company required, and easily integrated into its environment. Workpoint immediately provided key functionality, such as alert generation and tracking as well as escalation alerts.

Workpoint also allows management to easily assign or re-assign leads and route or re-route work. With Workpoint, management can monitor employees' work queues, track follow up and ensure deadlines are met. Workpoint also allows for consolidation and rapid distribution of information obtained from various sources within the company. Since implementing Workpoint, this mortgage processor has realized increased operational efficiencies, and now has the flexibility it needs for future growth in an environment tailored to customers' changing needs.