The client had an Excel-based content management system and wanted it automated using Appian. Also, it wanted to simplify the form-filling and approval procedure and automate manual workflow steps that were completed through Excel and e-mail by using Appian. It was at this point that Mphasis was roped in to implement a business process management (BPM) platform using Appian.
By applying the Appian BPM 7.X platform, we were able to:
• Develop a process for the account-critical data domain, specifically to create a base group account for corporate business planning and consolidation (BPC) and a customer-operating account for Finance Warehouse (FW)
• Implement a workflow tool in support of data governance processes
• Overcome challenges such as integration with the data management tool, persistence of data in a relational database, and integration with a document management facility
• Develop the Appian portal-based application
• Integrate with SharePoint for document management
• Integrate with the downstream application using web services
After implementing the Appian solution, the client was able to:
• Increase operational productivity by 30 percent
• Provide easier access to users on policy-related, relevant documents
• Generate dashboard and ad hoc reports easily