Business Process Management (BPM) - Lincoln Trust: Our Evolution from Document Workflow to BPM


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	Saturday, March 13

Round Tables

Topic:
Lincoln Trust: Our Evolution from Document Workflow to BPM
Date: Wednesday June 3, 2009 12:00 PM Eastern
Where: Online
Featuring: Bill Garner – IT Manager, Business Process Automation Team, Lincoln Trust Company and Alana Schock, PMP, M.Ed. – BPM Program/Product Manager, Lincoln Trust Company
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Round Table Details

A few years ago, Lincoln Trust Company (formerly Fiserv Investment Support Services) was faced with a familiar document management problem – their manual process for handling financial documents could not keep up with over 100,000 documents coming in each month, resulting in growing backlogs, long processing times, and the inability to find documents when needed.

They brought in a document management system and to address their immediate pain around document storage and routing. But Lincoln Trust’s initial workflow projects quickly evolved into a much broader initiative to improve processes across the enterprise – and they called on Lombardi to provide a more powerful platform to support their understanding and implementation of their key processes.

Bill Garner and Alana Schock from Lincoln Trust Company will share their experiences about evolving a document workflow program into a BPM program using Lombardi's Teamworks and Blueprint tools. They will also share the lessons learned from implementing their first Teamworks processes across the enterprise.

Featured Speaker
Bill Garner – IT Manager, Business Process Automation Team, Lincoln Trust Company
Alana Schock, PMP, M.Ed. – BPM Program/Product Manager, Lincoln Trust Company

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Lincoln Trust: Our Evolution from Document Workflow to BPM

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