Challenge

Creating a platform to simplify the bureaucracy of obtaining health insurance quotes.

Transformation_

The current scenario increasingly demands that companies complete processes on time, make more assertive decisions, reduce expenses, and achieve increasingly aggressive goals. To face this challenging scenario, Business Process Management differs from traditional management because it evaluates the set of activities and tasks that make up the process, regardless of the department that executes it, in order to achieve operational performance gains. In this way, a process manager has the ability to manage the activities of professionals from any department that their process uses. According to Leonardo Dias, managing partner of Evo Systems, due to the need for data monitoring and analysis, BPM is a discipline that strongly requires information systems.

And to keep up with efficient internal digital development, the IT area must also play a leading role, and its suggestions must become mandatory procedures within the company, so that integrated and functional systems can be maintained and progress can be made towards Industry 4.0.

With a focus on operational technologies, Wheaton's IT department launched an initiative in 2019 to create a BPM (Business Process Management) area. They developed a BPM methodology based on managers' experience and conceptual references to create indicators and promote continuous improvement of the company's business processes. The area was initiating important projects, but lacking experience and maturity due to previous project execution. They found in Evo Systems a partner to help assess the progress of this work and generate suggestions to address the challenges. "Evo Systems supported us in the initial structuring of the process area, conducting a maturity diagnosis of the area and its main clients. This diagnosis identified critical points to prioritize in the area's evolution roadmap," explains Hugo Zambotti, IT and Process Manager of the Wheaton Group Brazil.

Evo Systems is an innovation consulting firm specializing in applying cutting-edge software engineering as a driver to leverage businesses, and it assembled a squad of BPM experts to serve Wheaton.

The work began with understanding the strategic vision and existing initiatives, followed by an analysis of the Wheaton team's maturity and short-term challenges. With this understanding, it was possible to define improvement actions in a planned way, focusing on the pillars of people, tools, processes, and project techniques to increase maturity in BPM. "We evaluated the existing BPM initiative at Wheaton, understood the needs, and then recommended everything from small adjustments to changes in approach to project documentation and planning, as well as the creation of project metrics, always respecting what already existed and was well-built. Our intellectual work on the BPM methodology was carried out in partnership so that Wheaton can reap the rewards and results regardless of our future interference," explains Leonardo Dias, managing partner of Evo Systems.

Among the benefits achieved, Evo Systems provided improvements to the new area's model, proposing new ideas and recommendations, assisting in planning and results. "I highlight the recommendations generated regarding project management, especially for engaging business areas, and also the recommendations for selecting and adopting digital technologies as part of process improvement solutions," concludes Zambotti.

About Wheaton

Present in the country since 1952, the Wheaton Group specializes in the production of glass packaging for the perfumery and cosmetics, pharmaceutical, food, and household goods industries.

A national leader in supplying the perfumery and pharmaceutical markets, and one of the five largest facilities worldwide, the Wheaton Group has 4 continuous furnaces feeding 23 production lines, in addition to decoration services.

Wheaton values ​​excellence in customer service, employing cutting-edge technology and distinctive design. The production of glass, decoration, and the manufacturing of molds and equipment at its São Bernardo do Campo site allows the company to offer complete and innovative glass packaging solutions, with faster response times to the needs of its customers and the market.

Strategy

Business Process Management (BPM) service

Customer testimonial

Among the benefits achieved, Evo Systems provided improvements to the new area's model, proposing new ideas and recommendations, assisting in planning and results. "I highlight the recommendations generated regarding project management, especially for engaging business areas, and also the recommendations for selecting and adopting digital technologies as part of process improvement solutions," - Zambotti, IT and Process Manager of the Wheaton Group Brazil

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Closing out 2020 with revenues of 5 million and 280 clients, PIWI expects to reach revenues of 50 million in three years and approximately 50,000 users through the new platform.

With an eye on the potential of this market, which according to data from ANS (National Supplementary Health Agency), registers 47.1 million people with private health plans in Brazil, Felipe felt the need to digitize the entire service to offer a better customer experience, since current sales are not consultative. To achieve this, he partnered with Evo Systems, acting not only as a consultancy but also as a technology arm of the company. “PIWI's relationship with Evo Systems goes beyond supplier and client. With extensive experience in the health plan market, we believe that technology generates value for clients when the journey is automated, and we achieved this with Evo Systems, acting as a remote CTO for PIWI,” emphasizes Baeta.

PIWI's large marketplace partnered with Evo Systems as its technology partner. Evo Systems boasts numerous success stories and extensive experience developing solutions for companies undergoing digital transformation, and embraced the project from the start, providing a team of developers, quality assurance specialists, testers, and designers to launch a flight booking tool similar to the travel platform Decolar. This involved a focused on onboarding journey, a strategy that increases the likelihood of a user's initial success and helps them see the tool's value through engagement guided by a PIWI professional. "We applied best practices, automation, and testing to the project, along with an exponential scalability plan that ensures smooth growth. The PIWI platform is practical, fast, and takes care of the client from the beginning," explains Leonardo Dias, CEO of Evo Systems.

About Evo Systems

Evo Systems is an innovation consulting company specializing in applying cutting-edge software engineering to boost businesses. Among the services offered are digital transformation consulting, BPM (Business Process Management) with process mapping and automation, software production environment assessments, and app and system development.

Evo Systems is comprised of a multidisciplinary team of engineers and professionals with extensive academic backgrounds and experience in hardware and software technology. The company has a specialized division for customized training, startup mentoring, and digital product acceleration programs focused on disruptive ideas in systems and applications. Furthermore, it also specializes in developing systems and platforms, customizing and integrating market solutions or creating entirely new applications.

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BPM - Evo Systems