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Press Release - La BRED optimizes managing its client files with the help of W4

Palaiseau, November 7th, 2006

W4, a leading provider of Business Process Management solutions (BPM), strengthened its presence in the banking sector by offering the BRED a bpm workflow platform designed to facilitate the follow-up of its client files.

In order to improve quality service, to respond efficiently to the growing needs of the company and to benefit from an exchange system enabling the follow-up on the progress of client files, from one end of the chain to the other, BRED decided to launch a large project known as "Canal Service". It selected W4 BPM Suite for this project on account of its advanced functions and business approach to managing processes.

Thanks to the "Canal Service" project, deployed from the beginning to over 250 agencies and used daily by more than 1,500 employees and consultants, BRED was able to connect its EDM system to the new platform, and thus integrate client files with information provided through the simple exchange of a series of emails.

BRED increased the productivity of its employees and consultants by providing them with a powerful and personalized tool adapted to their needs. "Canal Service" has notably opened access to the entirety of its client files with ability to globally trace the 350 client operations initiated by the system and classified by type (cartes bancaires, chèques, prêts et crédits …) By industrializing the management of its processes, BRED reinforced its competitive edge and is able to integrate and follow-up in real time the management of over 10,000 new client files opened each month.

Thanks to the new system, the BRED was able to:

  • Industrialize the management of complaints stemming from different points in its network distribution (agencies, web sites, contact centers…)
  • Rethink its organizational system by integrating a centralized application around the management of business processes
  • Define the rules of precise functions to be validated by managers, directors and users of the project (Back office, Midle office et Front Office)
  • Put into practice a methodology for creating and defining processes based on an approach known as "Macro forms". This method allowed efficient management of requests that required no more than three levels of successive intervention without links to traditional applications.


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