« Contextor wizards made it possible to open customer account with on-the-go tools. They clearly made the administration of sales reliable and accelerated, without modifying structuring applications. »
Director of innovation
Required effects : to be able to open account with on-the-go tools, and to make mobile terminals discuss with central servers.
In 2010, BNP Paribas Assurance engaged in a strategy of computerization of its itinerant brokers, in order to satisfy its ambitions of speed and reliability in the administration of new contracts.
The challenge was to give to each of the 500 brokers, a support for direct data entry and sending of data towards the central servers of the bank. The choice was made to adopt numerical tablet computers, which was quite a change from the old entirely manual process, (mailed paper forms and re-entry by operators at the headquarters).
The technical challenge was to connect the new tablet computers, from the Web to the central data-processing servers. This had to be done in compliance with constraints, rules of instruction and administration of the central processes. The duration of integration of these functions with an in-house development and changes on the structuring applications was estimated at 18 months.
To satisfy these very tight development deadlines, the executive management of BNP Paribas Assurance made the strategic choice of using Contextor applications’ assistants, offering the insurance of not touching the integrity of the business softwares that structures the bank procedures, all the while enriching the information systems of Web new and nimble capacities, and in a short time to market.
The bank turned to Contextor SAS, the European leader in applications’ assistants. They entrusted Contextor with the installation of this new capacity of on-the-go contract creation, as well as the realization of data migration between heterogeneous numerical universes.
This included, on the one hand, the creation of wizards to automate business administration processes, and put an end to the error-prone risks related to dullness and slownesses of the manual data entry and re-entry.
On the other hand, the development of an interconnection wizard to allow the migration of data from the input on tablet computers towards the central administration servers.
The Contextor Solution
Contextor SAS produced two wizards from its Contextor® solution: a wizard of business process administration and a numerical interconnection application assistant.
The customer data data entry is done in-situ, on the on-the-go tablet computer. It appeared easier, more precise and safer than the manual procedure, which was characterized by a rupture between the initial manual data entry and the introduction of the file into the numerical space, actions separated in actors, time and space.
The new capacity, offered by the wizard, facilitated the contract data entry in real-time by the brokers, whatever their localization. The software assistant identifies the fields, recovers the data before enriching in an automatic way the fields of the customer contract files, managed in centralized application. Moreover there was an added function aimed at data reliability, with validity and consistence checks.
The smart-wizard of interconnection between terminals allowed the automated migration and made the contract creation data reliable in real time.
- Workflow automation,
- Process Improvement, for the reliability of the processes,
- Operating excellency : Cross device enabler,
- Cross canal & Inter application. (web, software package),
- Quick wins, 6 to 18 months challenges.
Contextor effects to remember
- Creation of on-the-go data entry,
- Integration of a dialogue between mobile terminals and central systems,
- Limitation of rejected cases and erroneous data entry,
- Elimination of manual copy and data re-entry,
- Creation of customer accounts in real time,
- Satisfaction of the personnel liberated from the cumbersome business acts (manual copy).
Sources : M. Thibault, Directeur de l’innovation BNP Cardif Assurance Archives Contextor, 10-2011.