National Integrated Managed Care Consortium

  • Automated benefits administration, aligning 35+ business units around common processes – eliminating legacy apps & manual steps, improving management visibility.
  • Automated nationwide network device installation and regional capital approvals processes, providing 100% compliance with approval rules and an audit trail.
  • Presented for corporate innovation showcase.

Chain of Specialty Health Clinics

  • Delivered a Patient Intake/Referral Process in 90 days, streamlining and automating steps to reduce throughput time from 2-3 weeks to 2-3 days.
  • Winner of BTOES 2017 best achievement in digital transformation.

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Leading California Health Insurer

  • Defined a complete business process model for all Pharmacy Services business processes, along with a support infrastructure that included modeling training for SMEs, a managed document / requirement repository, and governance processes.

Innovative Medical Device Manufacturer

  • Implemented a time tracking process utilized internationally to improve analysis of project profitability and to automatically generate reports for R&D grants and tax credits – including integration to SysPro ERP.
  • Provide design and development coaching for AP automation and internal administration processes.

Manufacturing & Technology

Fortune 500 Commercial Vehicle Manufacturer

  • Automated a worldwide loan rate request process for the manufacturer’s financing arm, including mobile access & approvals, and financial system integration.
  • Provided design and development coaching for implementation of an internal RFQ process for a division manufacturing medium to heavy-duty truck parts.

Leading Photoresist Supplier to Semiconductor Manufacturers

  • Implemented enterprise BPM with 20+ processes – including purchasing, quality, sales support, HR, manufacturing/logistics, and integration with SAP ERP.
  • Average 45% throughput time improvement, improved audit compliance, featured as a case study on

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Leading Fitness Equipment Manufacturer

  • Automated MRO PO Request Process with integration to SAP ERP, streamlining the initial request, ensuring all requests go through appropriate review/approval with 100% audit trail.

US Automobile Factory (Top 10 Global Manufacturer)

  • Implemented factory shift management, facility access request and IT self-service processes with integration to Active Directory.


Multinational Insurance Company

  • Delivered a suite of automated IAM processes – streamlining employee provisioning, deprovisioning and user entitlements audit; including extensive integration with ServiceNow and Active Directory.
    • Rolled out to 450 managers
    • Reduced cycle time by 6 weeks and eliminated 800+ spreadsheets
  • Delivered a premium audit and dispute management process with integrated business rules and upstream/downstream integration.
  • Established COE and expanded throughout the enterprise.

Leading Hedge Fund Administrator

  • First process delivered in just 6 weeks, in core cash movement operations. Dramatically improved visibility and compliance.

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Regional Farm Credit Bank

  • Delivered two administrative processes (check requests and compliance forms) in less than one month, as a launching pad for enterprise digital transformation.
  • Provided training and coaching for internal development team on the topics of Bizagi development, administration and support.

A great model for successful BPM initiatives -- and most compelling is that they have the numbers to prove it. Their proven, metric-driven approach should be studied by any organization considering or pursuing BPM to grow their business.

Nathaniel Palmer,

With our expansion into Energy & Environment and Life Sciences, we were faced with challenges. With the help of Intalio and InnoVelocity, we implemented scalable solutions to address all of our needs.

John Nishikawa, JSR Micro

Introduced rigorous and easy to understand business process modeling standards which helped us identify operational inefficiencies and to implement process improvements.

Business Unit Director, Blue Shield of California

The model has provided great insight into the business unit across the enterprise ... very skilled at negotiating getting the work done while at the same time improving the maturity of the team.

Enterprise Architect, Blue Shield of California

I haven’t yet been asked a question by an auditor that I couldn’t answer by immediately pulling up the data in the BPMS provided by InnoVelocity.

VP Global Quality, JSR Micro