Workflow

Effectively tracking and managing the data flow through your organization can help save time and reduce manual processes. SunGard’s workflow and business processing solution, EXP, captures, consolidates and archives all incoming data and documents, maintaining them in centralized databases.  Designed for financial services organizations and healthcare payors, EXP tracks how this data circulates through your organization, providing reports on your organization’s workflow.  The insights you gather from these reports can help your organization increase operational efficiencies.

  • Two of the three largest banks in the U.S. use SunGard’s EXP solution
  • Five of the top six health insurance companies in the U.S. use SunGard’s EXP solution.
If Your Role Is… And Your Needs Are… View These Products
Financial Analyst Accountant
  • Higher employee productivity
  • Expenses prediction
  • ROI on technology investment
  • Growth at current staffing level
Information Technology Manager
  • Extending or consolidating legacy environments    
  • Rapid technology implementation 
  • Design, analysis and deployment of system processes
  • Long-term archive and storage
  • Real-time performance, productivity, and trending
  • Enterprise integration and system interoperability
CIO
  • Extending or consolidating legacy environments    
  • Rapid technology implementation 
  • Design, analysis and deployment of system processes
  • Long-term archive and storage
  • Real-time performance, productivity, and trending
  • Enterprise integration and system interoperability
Business Analyst
  • Extending or consolidating legacy environments    
  • Rapid technology implementation 
  • Design, analysis and deployment of system processes
  • Long-term archive and storage
  • Real-time performance, productivity, and trending
  • Enterprise integration and system interoperability
Claims Manager
  • Automated claims processing
  • Flexible workflow with priority and skills based routing
  • Supporting documentation management
  • Correspondence management
  • Consistent user procedures
  • Detailed productivity reports
Operations Manager
  • Reduced manual keying
  • Replacing paper based processes
  • Manual work distribution elimination
  • Paper, fax, email, and web forms capture and workflow integration
  • Streamline appeals & grievance process
Executive
  • Leveraging technology investment
  • Proof of compliance
  • Organizational visibility
  • Overhead reduction
  • Decreasing the time to market with new services  
Customer Service Representative
  • First call resolution
  • Common user interface for multiple systems
  • Correspondence management
  • Self service portals
  • Improved customer satisfaction
Benefit Plan Administrator
  • Financial transactions visibility at the plan and participant levels
  • Plan transaction and exception processing
  • Payroll, enrollment, change of address and loan processing
  • Reporting and predictive analytics
  • Outsourcing support for retirement recordkeeping, administration functions and call center operations
Product Description
EXP Solutions for document management, content management and business process management that help organizations automate workflow and improve productivity.