55 Appian Case Studies

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Case studies are helpful for understanding how similar needs may have been addressed by Appian.

FeaturedCustomers.com has 55 case studies. Browse this list to see how Appian has worked with different customers like Janus Capital Group, Inc. and Flowserve.
Case studies are helpful for understanding how similar needs may have been addressed by Appian.

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With the incorporation of JTRAC, Janus Capital Group processes higher volumes of financial records and more complex business cases with greater accuracy. Using the Portfolio Cash Management application, non-valued added, manual auditing steps were reduced by almost 99 percent to create a more agile and standardized workflow, with an emphasis on time-to-business outcome. In addition, communication through social collaboration provides greater visibility into project statuses, helping to break down business silos and create transparency throughout departments.
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Josh Seeman

Director of Process and Software Quality
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Achal Augustine

IT Manager for Services and Solutions, Flowserve
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Appian provides Flowserve a platform for comprehensive process and data management. Through a single interface, Appian connects to all of Flowserve’s ERP systems and unifies all of the data regarding a specific customer and a specific invoice or service instance. That same interface provides access to all the processes a Flowserve employee needs to do their work. In the Invoice Dispute app, that means managing, escalating and resolving a dispute. In the Aftermarket Services app, that means tracking the complete aftermarket business from receiving a pump for repair, disassembling it, cleaning and inspecting it, creating a statement of work for the customer (including pictures taken in Appian on a mobile device), and completing the repair. Email has been virtually eliminated from these processes. Flowserve has cut the average invoice dispute resolution time by 50 percent, getting a backlog of many millions of dollars out of dispute and into revenue. At the same time, Appian ensures a
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Achal Augustine

IT Manager for Services and Solutions, Flowserve
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The company looked at regional and national banks to see what their approach was for addressing those concerns. Given the modest size of the bank’s IT department and other resources, taking a path identical to that of many large banks was not an option because it would have entailed considerable customization and a large financial investment. Instead, Bank of Tennessee sought a solution that already included its key requirements and was affordable to develop and support. Bank of Tennessee chose Appian not only for its mobile and social features, but also for its capabilities in comprehensive dynamic case management. Loan origination involves a combination of structured automation and unstructured human interaction and collaboration. It also creates volumes of paperwork that must be reviewed, approved and maintained. Appian was selected to improve the efficiency of straight-through processing using the platform’s integrated business rules, alerts, escalations, and more. In addition, Barrett believed Appian’s ability to present enterprise data via a simple social interface, within the context of established business processes, would increase the speed and quality of human collaboration and decision making in cases that involved exceptions to standard policies.
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Will Barrett

Senior Operations Officer
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William Flowers

Chief Information Officer and Vice President
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Karen Matijak

Vice President of Business Process Improvement
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Kevin Dalley

Business Process and IT Director
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Chad Sheridan

CIO of RMA
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Enterprise Rideshare uses Appian’s integrated BPM, social and mobile capabilities and integration to the customer-facing EnterpriseRideshare.com site, to manage all customer on-boarding, driver registrations/approvals, rate approvals & deliveries. Upcoming releases will include rental transactions and fleet management, bringing Enterprise Rideshare’s entire business onto the platform. Appian’s social interface enables collaboration and action on all processes from the field (enterprise retail outlets) for multi-role and occasional user employees. Through a VPN connection, the cloud-based solution integrates with back-end Enterprise systems. The system is also natively-mobile, allowing EHI’s workforce in the field to initiate and advance processes from anywhere. This means Enterprise Rideshare’s sales team can sign up new customers via iPad while on-site at the customer’s office, and managers can approve rates from their mobile phone while on the road.
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Ryan Johnson

Assistant Vice President, Enterprise Holdings
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Kevin Shelcott

Director of Publishing Services
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Donald Davidoff

Vice President Pricing & Revenue Management
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Brian Flynn

CIO & EVP
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In Appian, General Kinematics saw an opportunity for new-found abilities in modeling detailed processes in a simplistic user interface, and modifying those processes at the business-user level without the need to write new code. Another strong value-add was the ability to quickly proto-type new applications and process improvement ideas for process stakeholders. Using Appian’s integrated Rules engine, the company found an easy way to establish and enforce procedure policies to ensure consistency in process execution.
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Ray Lunaburg

Director of Process Analyses and Improvement, General Kinematics
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Mario Martinelli

Chief Information Officer
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System processes hundreds of requisitions and ensures that business rules and approvals are met in every instance. The system reduces requisition processing time, utilizes web forms to eliminate repetitive data entry, delivers reports that can be used to identify process bottlenecks, and enables the generation of other reports providing DAU management with vital data and statistics about micro-purchase training requisition trends. Perhaps most importantly, the consistency of reporting that Appian delivers is a huge benefit, ensuring that reporting data is accurate, which enables less time and effort on data validation and cleansing, and more focus on strategic business issues.

Mark Whiteside

Director of Performance & Research Management, DAU
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In COBRA, issues encountered in remote sites are logged and assigned a priority for solution creation. COBRA uses real-time data about a problem’s size, combined with location-specific pricing information in order to determine the issue’s ability to affect the company’s bottom line. Through a complex algorithm, issues are assigned a score from 1-1000, which provides an absolute basis for objective comparison. EDPR NA uses this data to make transparent decisions about where to assign resources and focus improvement efforts.

Stephan Blasilli

Corporate Development Manager, EDPR North America
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George Nasoulis

Assistant General Manager
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Paul McGarrigle

Head of Business Improvement
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Looking for a way to increase efficiency and visibility within the agency, OBM Chief Information Officer (CIO) Raj Subramanian, decided that the most viable solution was to implement BPM software. OBM wanted a cloud-based platform to accelerate time-to-value and reduce internal capital expense and administrative overload. The cloud platform needed to include fully integrated process execution capabilities, not merely cloudbased process modeling. In addition, Subramanian mandated that OBM processes must move to incorporate both mobile access and social collaboration.

Raj Subramanian

Chief Information Officer
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Through process automation Appian gives DFW greater agility in its operations, while native mobile apps give employees better access to enterprise processes and data. Appian’s unique capabilities will connect 2,000 DFW employees across all staff levels with enterprise data, processes, and social collaboration throughout the organization. DFW chose cloud delivery to accelerate the development and deployment of its modern process solutions.

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Appian provided AmerenUE with an automated BPM solution for managing its design change notification system, ensuring complete control over and visibility into the entire process. Appian also created a simple environment for building reports, modifying process, and more. Talisen Technologies served as the prime contractor, providing solutions and services to achieve AmerenUE’s desired business outcomes, with Appian delivering the underlying technology required to achieve these objectives. For future customers, Talisen will leverage both Appian’s enterprise solution as well as its breakthrough Web-based, on-demand solution, depending on customer requirements.

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ISD selected Appian’s BPM platform to automate claims processing and case management. The new system unites all aspects of a member’s claim—short-term services, long-term services, rehabilitation services and member withdrawals. It is also designed to integrate with a variety of ISD’s existing systems, including the Accounting SQL Server, OpenText Document Management and UnionWare member database. Appian’s solution provides real-time insight into case status, significantly reduces entry errors, generates valuable metrics and enables a uniform means of communication with members.

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Using a simple social interface on native mobile apps for iPad, iPhone and Android devices, all CSP employees can now stay connected to enterprise processes and data while off-site at customer and prospect dealerships. Headquarters Scheduling staff use the same system internally, creating consistency and easy social business collaboration across the organization. Keeping all employees connected and increasing operational speed and effectiveness is crucial for the mid-sized organization to deliver the best customer experience, compete with larger competitors and support company expansion.

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Rapid changes in the financial industry triggered an unprecedented need to control costs, reduce risk and enhance customer service. Clayton’s leadership team identified limited visibility, process variability, manual methods of workflow and task management and lengthy training timeframes as costly impediments to productivity. Specifically, the company hoped to streamline and automate the risk management services it performed on behalf of its clients. Clayton sought a quick, easily-implemented Cloud BPM solution to increase visibility, streamline workflows and manage crucial processes.

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CME Group is the world’s leading and most diverse derivatives marketplace, serving the risk management needs of customers around the globe. CME Group offers the widest range of benchmark products across all major asset classes. In helping businesses mitigate the myriad risks they face in today’s uncertain global economy, CME Group enables them to operate more effectively, create more jobs, and pass benefits on to consumers.

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The College Board deployed Appian’s award-winning BPM platform to automate all data entry and processing associated with SSD requests. The program eliminates the processing errors associated with manual, paper-intensive systems, centralizes the information of all SSD students in one place, allows real-time status monitoring of accommodations requests and uses flexible rules that can be adapted to meet changing business needs.

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BARD management identified a number of challenges within their Capital Expenditure Approval process. Their paper-based processes caused a major bottleneck in gathering approvals. Documents needed to be shipped from site to site, requiring days or weeks to be approved. The inefficient workflow lacked visibility and accountability, leading to wasted time and resources. BARD leaders wished to automate and streamline the process in order to reduce cycle time of capital expense approvals.

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DISA needed to improve efficiency and drive automation in its procurement processes. The Agency wanted increased collaboration through a single web-based system for customers, contractors, and administrators to manage all pre-award, award and post-award activities.

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Appian technology is used to solve all of the above process-based issues at the DHS. As an example in case management, DHS (like all federal agencies) is required to track and report on the equal employment opportunity (EEO) cases that its employees file. Appian manages the case files for eight of the nine major DHS components. Previously, component offices acted independently, with its own tracking system which collected different data. There was no common identifier for cases, lessons learned at one component were not shared across the department, and when cases left an office they entered a “black hole.” In addition, each year the congressionally-mandated 462 report on EEO cases took several person-months to create.

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The organization realized that it needed to reduce paper forms and spreadsheet data collection, and that using multiple software applications to drive business was becoming costly and ineffective. Such applications were built without the latest technology capabilities of mobile, social collaboration and big data, and were viewed as “legacy systems.” Edward Jones needed a single, modern platform that would allow for collaborative process overview of high asset value funds and provide portfolio life cycle management to customers.

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IDA was tasked with managing the application process for the multi-agency government SAFETY Act program, which provides important legal liability protections for providers of Qualified Anti-Terrorism Technologies. IDA sought an application management process solution that would automate the workflow for application evaluations, including assignment of tasks and enforcement of milestone deadlines, and routing and processing reports. IDA also wanted to allow for both group and individual collaboration in accessing and reviewing applications, and required appropriate process security features.

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Appian provided Mercer with the industry’s most sophisticated platform for rapidly developing and deploying next-generation process applications. The services combined best-of-breed process management with broad collaboration and strong analytics functionality, effectively bringing process to Mercer and its clients. Appian also increased Mercer’s flexibility to apply precautions whenever desired for greater operational agility, and decreased manual administration of permissions to reduce Mercer’s total cost of ownership. With BPM from Appian, Mercer experienced an unprecedented increase in effective control of permissions, as well as greater data protection and compliance.

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MLS has identified a range of business benefits that have arisen as a direct result of deploying the Appian platform. Major improvements were noted in workload balancing, employee productivity, resource allocation and performance visibility. Process cycle times have reduced from 5-10 days to 24 hours, and real-time analytics allow processes to improve continually. MLS leaders expect that once fully developed, the BPM program will create over $1M in cost-savings and increased efficiencies annually. These improvements will ultimately translate to enhanced quality and consistency of service, giving MLS the competitive advantage it needs.

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By choosing Appian BPM Software Pepco reduced the time and cost of its energy procurement process by 15% overall, primarily through automation of administrative activities and the elimination of manual data entry requirements. Pepco also now has access to real-time business process management reporting on important metrics associated with procurement sub-processes, such as the status of supplier compliance and qualification. In addition, Pepco has used Appian’s integrated knowledge management capabilities to improve the efficiency of its request-for-proposals, with centralize storage of all RFP-related documents in the BPM repository.

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The Raytheon Six Sigma program, a continuous business process improvement effort designed to reduce costs, includes structured in-house proposal and project review processes to ensure all work products meet the high Raytheon standards. But Raytheon lacked visibility, control, and collaboration over the review processes. This resulted in issues including lack of clear process deadlines, document version control problems, ineffective coordination of hand-offs between reviewers, and difficulty including remote and traveling reviewers.

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Appian provides TELUS the visibility and control needed to streamline IT operations processes for better customer service and improved business efficiency. IT Ops personnel can “subscribe” to customers, regions, skill sets, products, or services and have all their tasks dynamically assigned to them. Appian facilitates work hand-offs between disparate teams, allowing work “around the clock,” delivering faster and higher-quality service to enhance customer relationships.

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The FDA formalized that decision via a five-year Blanket Purchase Agreement (BPA) making Appian BPM available across all FDA Centers. Efficiencies will be realized across the agency in better response times from IT, consistent development practices and artifacts produced from projects, and a reduced effort to manage total contractor teams. By providing standard reference architecture, development practices, tools, and examples through reference implementation, the FDA will be able to transform its IT practices into a holistic approach that better-serves the enterprise and the public.

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Appian delivered an enterprise platform to power Vermont Mutual’s Core Systems Modernization Initiative. Appian provides a single system and a common user interface that can deliver support across an external web portal serving insurance agents and an internal web portal accessible to staff. Appian’s “zero-coding” development will enable the insurer to roll out a host of new applications in significantly less time than traditional programming approaches require. Appian’s native mobile BPM also spurs user adoption, which is particularly valuable in extending processes to Vermont Mutual’s independent agent network.

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