Automating Requirements Gathering for your Automation Process

With any software development project, the most time-consuming, critical factor is getting the requirements right. Meeting with employees, documenting their work, recording the necessary data, and more. For an automation project, you need to know the exact process flow from start to finish, including screen names, screen captures of each screen, and specific field-by-field steps taken on each screen.  These are the details used to create automation scripts, and it can’t be done without them. This means dedicating hours and resources to subject-matter experts and end users through the discovery process and having someone sit with process workers and gather all of this detailed information.

More and more we work with companies that come to us already frustrated with what lies ahead. They have a laundry list of processes they need to automate. But to make this happen they must first complete the discovery and requirement efforts which can be completely overwhelming and complex. It’s hard to see a light at the end of the tunnel when you aren’t sure where it begins.

With years of experience implementing complex RPA projects, we understand that sometimes the hardest part is getting started. Having a workforce monitoring solution in our portfolio, we’ve worked with clients to change the way automation projects get done. Our solutions help save time—and unnecessary stress—by automating the requirements needed to kick off any automation project.

Leveraging real-time data by monitoring employees as they work, OpenConnect captures a complete and accurate understanding of the details needed to visually map the process.  We developed DiscoveriQ to compile the required screen shots, illustrate the step-by-step field level details of the process, and automatically generate a requirements document.

Using DiscoveriQ reduces the requirements and discovery process by as much as 70% while also ensuring the accuracy of those requirements. This means less iterations of your automation code.

If your company is struggling with pending automation projects, regardless of which RPA solution you are using, schedule a demonstration of DiscoveriQ. Click here to learn more.

Top Three Reasons to Consider Workforce Analytics for Distributed Workers

The evolving nature of work continues to change at an amazing pace. While artificial intelligence, machine learning, and robotic process automation (RPA) continue to push the bounds of a back-office workforce. The fact remains, a large number of workers will be engaged in back-office operations for a long period of time. Recruitment, retention, and training remain a strategic aspect of building strong brands. With the unemployment rate at an historic rate of 3.9%, this becomes even more difficult.

To remain competitive, companies are getting creative with flexible benefit programs. One such program that is becoming more popular is work@home or flex-scheduling. The blend of on-premises, work@home, outsourced (BPO), and, frankly, just a geographically distributed workforce provides a competitive advantage. The question then becomes: how do you measure and size your workforce in a distributed environment? The answer: workforce analytics.

Here are the three biggest benefits of using workforce analytics with your distributed workers:

  1. It can help you spot process inefficiencies — in real time — and lead to more productivity and lower labor costs.
  2. It can help you better understand what motivates your team, so you can implement programs that increase employee engagement.
  3. It can help you take the guesswork out of staffing, making long-term forecasting easier and more accurate.

With any team, success depends on your ability to measure, adjust, and improve. It’s no different with your work@home or distributed work teams relative to your on-premises processing teams. Consistent measurement and analytics, regardless of work location or work hours, are important. OpenConnect’s WorkiQ can give you the real-time insights you need to make meaningful management decisions and maximize your company’s productivity.

WorkiQ is Citrix Ready — and What That Means

WorkiQ is Citrix Ready — and we’re very proud of that. However, it does bring up two obvious questions. First, what does it mean? Second, what difference does it make? I’m going to try to answer those for you in reverse order. (After all, if it makes no difference, it doesn’t matter what it means.)

As you may already know, WorkiQ is OpenConnect’s real-time desktop analytics solution. It provides visibility into employee productivity. To be a little more specific, WorkiQ captures employee activity through a small software agent that usually is installed on each user’s workplace computer. However, there also are work environments in which a typical user doesn’t have a dedicated workplace computer. That’s why it’s important that WorkiQ has been certified as Citrix Ready.

Citrix and WorkiQ

One of the popular on-demand computing platforms is Xen Desktop by Citrix. We’ve worked hard to make sure that WorkiQ works great for a company that uses this platform. You might say that WorkiQ “sees” a Citrix session as just another standard activity session. Perhaps the user is on a dedicated desktop computer. Perhaps she’s using a Citrix computing resource. She may even be moving between the two. It doesn’t matter. In any of these cases, WorkiQ generates an accurate timeline of activity.

Many companies use Citrix to allow employees to work from home or from mobile devices. Citrix provides a standardized configuration and increases security. It also reduces wide area network (WAN) traffic by locating the computing resource closest to the data the user is accessing. That data exists on the server.

By the same token, we don’t put WorkiQ on individual devices in a Citrix environment. Instead, we capture the users’ activity by installing our Citrix-specialized WorkiQ agent on the Citrix server. The beauty of this approach is that WorkiQ can directly “see” traffic between users and all the other corporate applications on the server. That lets WorkiQ accurately capture activity data, and do so with the highest quality.

What Citrix Ready Means

Citrix put our Citrix-specific WorkiQ agent through a uniform set of compatibility tests. In Citrix’s analysis, the agent installed seamlessly and implemented proper modifications to the server’s registry. WorkiQ also passed other Citrix compatibility checks, including memory handling within the Citrix server. As a result, Citrix certified WorkiQ as Citrix Ready.

A number of large sites — including one with over 100 Citrix servers — have successfully taken advantage of WorkiQ. Through the Citrix Ready program, OpenConnect also receives partner-level access to Citrix technical resources. This enables us to resolve any Citrix-related technical challenges our WorkiQ customers may have. In short, you can be confident in not only OpenConnect’s technology but also our ability to handle any challenges that may occur.

Note: Citrix is a registered trademark of Citrix Systems, Inc.

OpenConnect at AHIP Institute 2015

OpenConnect is excited to sponsor and exhibit at  AHIP Institute 2015! There is an impressive line up of excellent speakers and topics. We look forward to spending time with our customers and potential customers in these sessions and throughout the exhibit hall.

We will be at booth #1149 on Wednesday 6/3 Noon to 7pm and all day on Thursday 6/4. Stop by for a demonstration of desktop analytics and ask about automation solutions. We can share how our Health Insurance customers are seeing significant payback and benefits using these tools.

Join us for southern hospitality and country music with the great Martina Mcbride on Wednesday evening! See you in Nashville!

 

Analytics for Insurance Conference – Canada

OpenConnect’s Michael Cupps to Discuss the Future of Technology and Data Capture at the Analytics for Insurance Conference

Mr. Cupps will be a featured speaker at the Analytics for Insurance Conference session titled “Improve claims processing by identifying & understanding ‘dark events’”

Dallas, TX, May 4, 2015 – OC WorkiQ, a leader in workforce intelligence and business process analytics software and services, today announced that Senior Vice President Michael Cupps will be a featured speaker and panelist at the Analytics for Insurance Conference, May 11 – 12 in Toronto, Canada. Mr. Cupps will focus on how analytics can make the claims process more efficient and transparent.

The claims handling process involves large amounts of data, but unfortunately much of this data has historically not been tracked and measured in a meaningful way. Emerging technologies and the use of analytics that are capable of tracking this data are crucial to the future of the claims handling process.

Prior to the panel discussion, Mr. Cupps will deliver a presentation on understanding Dark Events, which are discrete actions that occur in the processing of a claim. The panel discussion will cover a number of key areas related to the role of analytics in the claims process. The additional capabilities that analytics enables – from developing new predictive models, to providing more insight into previously opaque aspects of the claims process – will be crucial to the evolution of the industry. Mr. Cupps will focus specifically on how to track and utilize previously unusable data in ways the industry has not seen before.

“As with any production process, the efficiency of the claims process solely depends on the knowledge of the best path to completion. In reality, that knowledge or visibility is not always clear,” said Michael Cupps, Senior Vice President, OC WorkiQ. “The only way to improve that process is to remove ‘Dark Events’. These are discrete actions that affect the state of claims, and normally go unrecorded by most claims processing and analysis systems.  Being armed with the ability to capture this data creates valuable and actionable analysis that can lead to greater efficiencies.”

The Analytics for Insurance Conference takes place May 11 – 12 at the Westin Prince Toronto. Mr. Cupps will give his presentation on May 11 from 2:50 p.m. – 3:10 p.m., and the subsequent panel discussion will take place from 3:30 p.m. – 4:00 p.m.

Analytics for Insurance Summit

OpenConnect CEO Dr. Edward Peters to Discuss the Potential of Technology and Data Capture at the Analytics for Insurance Conference

Dr. Peters will be featured in a session at the Analytics for Insurance Conference titled “Understand how analytics is changing claims handling and underwriting”

Dallas, TX, March 20, 2015 – OpenConnect, a leader in operational intelligence and workforce analytics software, today announced that CEO Dr. Edward M.L. Peters will be a featured speaker and panelist at the Analytics for Insurance Conference on March 25-26 in Chicago. Dr. Peters will focus on how technology and analytics can make claims handling more efficient and transparent.

The claims handling process involves massive amounts of data, but unfortunately much of this data has historically not been able to be tracked and measured in a meaningful way. Emerging technologies and the use of analytics that are capable of tracking this data can enable a new age of innovation and improvement in the claims handling process.

This session will look at a number of key areas in which automated processes and analysis can improve the claims process – in detecting fraud, reducing costs and creating real-time and actionable data. Dr. Peters will focus on how to identify and utilize previously un-captured data in ways the industry has not seen before. The ability to capture this data creates valuable and actionable analysis that can lead to greater efficiencies.

“In the claims process, only a small portion of the data are readily available for analysis, with a large portion going un-captured and therefore unavailable to analytical efforts,” said Dr. Edward Peters, Chief Executive Officer, OpenConnect. “‘Dark Events’ are discrete actions that affect the state of claims and normally go un-captured and un-recorded by most claims processing and analysis systems.  It is through the discovery, capture and analysis of ‘Dark Events’ that major improvements can be uncovered and realized.”

The Analytics for Insurance Conference takes place March 25-26 at the Hilton Chicago/Magnificent Mile Suites in Chicago, IL. Dr. Peters will speak on March 25th from 4:30pm – 6:00pm.

 

Media Contact

Tracy Donalson
Weber Shandwick, for OpenConnect
469-375-0236
tdonalson@webershandwick.com

HR Analytics Summit

OpenConnect CEO Dr. Edward Peters to Speak about the Strategic Contributions HR Pros Can Make with Analytics

Dr. Peters will be featured at the Workforce and HR Analytics Summit West 2015

Dallas, TX, February 24, 2015 – OpenConnect, a leader in workforce intelligence and business process analytics software and services, today announced that CEO Dr. Edward M.L. Peters will be a featured speaker at the Workforce and HR Analytics Summit West 2015, March 9-10 in San Diego. Dr. Peters will focus on how Human Resources professionals can use analytics to increase their strategic value to their business partners.

HR managers can increase their strategic business relevance by providing analytics that are meaningful, comparable and actionable in a timely manner. This requires a deep understanding of the decisions that need to be made, the data science required to provide the insight and how the outcome of the analytics process enables actions to be taken that increase business value. When applied successfully, this approach can deliver tremendous value to the organization and strategically link HR managers to their business partners.

For example, operational executives and human resource professionals have been challenged by the shift that has occurred in the U.S. away from mostly in-house workers to a more remote workforce. In this environment, understanding the actual performance of tasks, the true nature of employee engagement and the potential increases in productivity levels have become far more opaque. Unlike the work environment of the past where workers were managed by line of sight and performance was measured by observable physical output, managing today’s digitally-enabled remote workforce leaves the organization struggling to understand employee productivity and make appropriate staffing decisions.

“Businesses are undergoing tremendous change in terms of workforce composition, for example the mix of in-house vs. remote workers, and the associated issues such as remote workforce management, talent acquisition, compensation, productivity, and engagement are as crucial as ever. In this dynamic environment, human resource professionals are poised to assume an even greater role in the strategic direction of their organization,” said Dr. Edward Peters, Chief Executive Officer, OpenConnect. “Being a strategic partner in this environment requires an understanding of the action that needs to be taken, the decision making process that will enable it as well as the data and analytic tools required for its support. Providing this business-critical information as part of the business decision making process gives HR an important voice and a permanent seat at the table.”

The Workforce and HR Analytics Summit West 2015 takes place March 9-10 at the Hilton San Diego Resort & Spa in San Diego, California. Dr. Peters will speak on March 10 from 11:30am – 1:00pm.

 

 

Press Release — New Version of WorkiQ

OpenConnect Launches Upgraded WorkiQ Workforce Performance Measurement Software

Dallas, TX, January 21, 2015OpenConnect, a leader in business process intelligence and workforce analytics software and services, today announced WorkiQ 6.3, a new generation of the company’s successful workforce performance measurement solution. The new version of WorkiQ software provides even greater visibility into how employees perform their work, and a more detailed understanding of employee productivity rates.

WorkiQ is used by some of the country’s largest insurance providers, government agencies and financial services organizations to identify and codify the workplace traits of their high-performers, allowing all staff to benefit from these best practices; automate recurring tasks that have proven to be error prone; and improve employee engagement and accountability.

The new version of WorkiQ features the following enhancements:

  • Google Chrome Support – as many employers have implemented web-based applications, understanding work activity inside the browser is vital; WorkiQ 6.3 adds support for Google Chrome to the existing support for Microsoft Internet Explorer and Mozilla’s Firefox.
  • Advanced data capture – WorkiQ 6.3 is equally adept at gathering performance data whether an employee is in-house at work on a desktop, or is a remote/work-from-home employee logging in through a virtual network connection. Now with version 6.3, WorkiQ extends that data capture ability into the mainframe application environment, recording not just when and for how long an employee is logged-in to a mainframe, but which applications are being used most often and in what ways. Permitting a real-time view into the amount of work being completed.
  • Enhanced Process Tracking – WorkiQ 6.3 also now ships with advanced process tracking capabilities making it easier to re-use processes and sub-process models for fast and efficient configuration. This permits customers to measure multiple types of work, and categorization of the type of work being completed. While WorkiQ has supported the ability to track processes previously, this new enhancement will save administrators the time and money otherwise spent configuring new processes, putting useful data back into the hands of the back office managers.
  • User-friendly interface and next-generation reporting – WorkiQ 6.3 provides a simplified interface for both the IT administrator supporting the application as well as the user/manager benefiting from the application’s data. Advancements in reporting allow manager’s to receive a holistic view of their employees’ work activities across all platforms and applications they touch during the course of the workday.

“Keeping employees engaged and setting them up for success is more challenging than ever,” said Dr. Edward Peters, Chief Executive Officer, OpenConnect. “We’re working in digital environments and contending with the continued bombardment of interruptions throughout the workday. WorkiQ makes it possible to help employees understand and focus on the traits that generate success, improve production and reduce their company’s operating expenses.”

Pricing and Availability

WorkiQ 6.3 is available immediately. Pricing varies depending on specific customer configuration needs. For more information, please visit openconnect.com.

Request WorkiQ Demo

Media Contact

Greg Wise
Weber Shandwick, for OpenConnect
512-794-4716
gwise@webershandwick.com

Gratitude

As we approach the Holidays, the days are shorter, lines are longer and deadlines come quickly.  We think about our family, our friends we share the year with and the things to be thankful for.  We even take notice of those less fortunate – food banks, shelters, coat drives – all have increased activity during this season.  These are all good things.

Here at our office, we too are giving of ourselves sponsoring children and families with our own Salvation Army Angel Tree.  It feels good to be fortunate, but feels even better to give to others.  If you are able, share your gratitude with the charity of your choice.

As we continue on the home stretch of 2014, we are grateful for many things – but certainly grateful for YOU, our customers.  We have a long history and continue to grow, all because of our partnerships with you.  We truly appreciate you!

Here’s to continued gratitude and success for 2015!

Top Workplaces…

Aren’t customer relationships the best?  Often so many companies take them for granted as simple transactions. It is always more enjoyable to see how as our relationship’s expand and support our customer success’ whether it directly relates to our solution or not.  Fortunately, we have the benefit of exploring different company cultures and the people that make those cultures thrive. See our own Jennie Boeckmann, Account Executive and Molina Healthcare’s Paul Muench in sunny southern California after a project status review and on their way to lunch (or happy hour)!     We’ve enjoyed getting to know Paul and his team for more than a year now and are very proud to be a part of their employee ecosystem.    And more impressive, take a look at how their culture is recognized by others… Just this year alone, Molina Healthcare has been recognized by at least 3 local markets with Top Workplace Awards.    Take a look at their much deserved accolades…

  • 2014 Top Workplace Award (June 6, 2014) Milwaukee Journal Sentinel
  • 2014 Governor’s Fitness Award for Outstanding Healthy Workplace Silver Level Winner for Molina of Michigan
  • Top N.M. Workplaces of 2014 for Molina Healthcare of New Mexico with a top 5 spot.

What an impressive list of accomplishments and congrats to our partner – Molina Healthcare!