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Workflow

Overview

The pressures on pension schemes to process work in a timely and accurate manner and report on those workloads to stakeholders are immense. Altair Workflow helps drive efficiency and increases productivity by automating these everyday administrative processes, thereby reducing those pressures.

 

Pension scheme administration, regardless of case type, and origin of work e.g an administrator (Altair), a member (MSS) or from employer data being submitted

(i-Connect) can be processed and managed using Altair Workflow.

Benefits

Ensuring each case is treated in accordance with approved pension office procedures. Each task can include guidance on the recommended process thereby reducing the risk of errors. This also means that similar cases are dealt with in a consistent manner.

Simple navigation to data views, generation of documents, and running calculations can be built into each task, which usually translates to a reduction in the processing time.

Approved office procedures also help with staff training and personal development
Each user can see their own outstanding work list and supervisors can access their own, or all, team work trays.

Instant access to help that shows the process road map and at what stage the process is.

Automatic allocation of work, an advantage in a hybrid office environment, according to a user’s skill levels, available capacity or the members they are responsible for. This means increased SLA adherence through removing delays in task assignment.

Reduced dependency on paper records e.g. checklists, which can be built into tasks. This also means that the checks can be easily reviewed.

The ability to easily track progress of a case and review the work that has contributed to the current status of the case thereby reducing the single point of failure.

Monitoring a department’s performance against an agreed set of SLA’s/KPI’s, using standard Workflow reports, or customer designed reports, that can be set to automatically run on a regular basis.

Monitoring the allocation of work and re-allocating it as necessary

Workflow is successfully used by more than 100 of Heywood customers. Customers have reaped significant benefit from our approach of introducing optimised workflows, with a London borough reporting a 240-day saving per annum. There are 10 optimised workflows, including retirements, deferreds, refunds, deaths, transfer values and divorces that can be used by customers to create other Workflows. Heywood is also happy to work with customers to create further workflows. 

Heywood was able to save a customer many hours per week, for its team leaders, by introducing the auto allocation of work. With the current shift away from a traditional office based workforce, this proved priceless in improving the allocation and management of workloads for those working remotely.

Both of these methods mean that customers realise benefits from Workflow more quickly.

On the introduction of the optimised refund process, one customer reported:

The ability to easily track progress of a case and review the work that has contributed to the current status of the case thereby reducing the single point of failure.

Monitoring a department’s performance against an agreed set of SLA’s/KPI’s, using standard Workflow reports, or customer designed reports, that can be set to automatically run on a regular basis.

Monitoring the allocation of work and re-allocating it as necessary

What our Customers Say:

Support provided [was] massively beneficial in designing appropriate workflows alongside our administration specialists… Collaboratively re-engineering our workflow processes gives me the confidence that we are maximising our use of the Altair system

Guy Hayton

Senior Manager

Merseyside Pension Fund

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