Case Studies

PBT has helped organizations improve service, reduce costs, increase throughput, and strengthen operational control through BPM and ECM solutions.

The examples below highlight the types of outcomes our clients have achieved across insurance, accounts payable, permitting, pension administration, healthcare, and financial operations.

Insurance

A client achieved a system robust enough to support significant growth in new business with half the staff.

Underwriting

Process redesign created a common user interface and workflow that automated work movement, business rules, outcomes, and application access.

T&E Processing

PBT’s BPM-enabled deployment was recognized with Aberdeen’s “Best Practices in Invoice Reconciliation and Payment” award.

Accounts Payable

A solution indexed and archived 31,000 invoices per month without human intervention, making invoices available around the clock to more than 1,000 employees.

Permitting

A city deployment transformed the permitting process through a records management solution recognized as a city success story.

Pension Management

Activity increased 80% in records and 70% in claims while staffing was reduced by 20%, with work delivered electronically within 24 hours and a six-month backlog eliminated.

Claims Processing

PBT helped create a robust, reliable BPM solution that users enjoyed and that continued delivering success over many years.

e-Health Repository

A web-based, HIPAA-compliant electronic health record repository reduced costs for a business process outsourcing organization.

Unidentified Lockbox Payments

A BPM/ECM solution for manually processed unidentified payments reduced volume by 65% while doubling productivity.