Deloitte France
How Deloitte France streamlines 400 daily requests from 25 processes used by 4000 employees
IT, HR, Corporate Services processes integrated with an ERP and automated with WorkflowGen
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Background
In multi-organization networks, financial service intermediaries often face coordination challenges when managing workflows across various platforms and stakeholders. This can be particularly complex in networks involving healthcare providers, billing companies, and insurance firms, where reimbursement delays and billing inconsistencies create operational inefficiencies. To optimize workflows, reduce turnaround times, and enhance collaboration, WorkflowGen can serve as an orchestration engine with embedded AI capabilities.
Solution Overview
With WorkflowGen, organizations can deploy a centralized orchestration system to manage and streamline end-to-end billing and reimbursement processes across multiple entities. By leveraging WorkflowGen’s Hybrid Agentic Process (HAP) approach, routine tasks are automated seamlessly, and AI agents are embedded selectively to enhance data validation, compliance monitoring, and risk assessment.
Key Workflow Enhancements with AI Capabilities
- Intelligent Document Processing
AI agents within WorkflowGen can automate data extraction, validation, and routing. Equipped with Optical Character Recognition (OCR) and Natural Language Processing (NLP), AI agents can automatically process billing documents, extracting key data (e.g., service codes, patient information) and cross-referencing it against historical data for validation. Any discrepancies are flagged for human review, minimizing errors that could delay processing.
- Risk-Based Approval Workflows
AI can be applied to expedite low-risk cases while escalating high-risk ones to human operators. Using predictive analytics, the solution can assess risk in claims based on factors like claim amount and frequency of similar claims. Low-risk claims proceed through automated approvals, while higher-risk cases are routed to senior personnel for review. This approach maintains accuracy and ensures critical decision-making processes are under human oversight.
- Dynamic Task Assignment and Escalation
WorkflowGen’s agent orchestration capabilities enable real-time task assignment based on team availability and expertise. AI agents continuously monitor task queues and adjust assignments as needed. For example, if processing times exceed predefined limits, tasks can be escalated or reassigned based on real-time workload and risk indicators, optimizing resource allocation.
- Automated Compliance Monitoring and Audit Trails
AI-driven compliance monitoring ensures adherence to regulatory standards while maintaining full traceability. With embedded AI, WorkflowGen automates compliance checks on billing data to meet standards like HIPAA. The system’s audit trail records AI recommendations and human actions at each step, creating a proactive compliance process that simplifies audit preparations by generating detailed records.
- Enhanced Communication Across Stakeholders
WorkflowGen’s AI-driven notifications help manage potential issues proactively and improve inter-company communication. By alerting stakeholders to bottlenecks, data mismatches, or missing documentation, WorkflowGen acts as a communication bridge across platforms, allowing for timely interventions and ensuring all parties stay aligned.
Benefits to the Organization
- Increased Efficiency: AI-driven automation reduces processing times by managing repetitive document validation and routing tasks, freeing up employees to focus on high-value activities.
- Improved Compliance and Risk Management: Automated compliance checks and audit trails support regulatory adherence, providing full transparency in workflows.
- Enhanced Inter-Company Collaboration: Centralizing workflow management in WorkflowGen minimizes delays from cross-platform data transfers and communication challenges.
- Scalability and Adaptability: WorkflowGen’s low-code platform and flexible integration with existing IT infrastructure support incremental scalability, minimizing operational disruption.
Conclusion
With WorkflowGen’s Hybrid Agentic Process (HAP) approach, organizations can effectively balance AI automation with human oversight. The orchestration engine enables AI agents to contribute where they add the most value, such as in compliance and document processing, while critical decisions remain with human operators. This model accelerates processing times, strengthens regulatory adherence, and fosters collaborative workflows across multiple organizations.
