| Company | Company Project | Company Description | Tools | Results |
| Bank of Hope | Anti-Money Laundering & Cash Flow Monitoring | Kaeppel brought in experts to assess Bank of Hope’s anti-money laundering processes. We provided a new “to-be” process for cash flow monitoring and currency transaction reporting. During this project, we gathered data and identified anomalies through statistical process control. Additionally, we utilized lean methods to analyze workflow. | - Lean
Six Sigma - Statistical Process Control Charts
- “As-is” Process
- “To-be” Process
| - Bank of Hope now has a process that is compliant and aligns with regulation standards, Additionally, they are more efficient in their operations and have a process to monitor cash flow.
- By using a leaner process, we eliminated non-value-added steps.
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| Bank of the West | Create Culture of Continuous Improvement | Bank of the West was facing 50% volume increase in workload without additional personnel added | Kaizen event to include process mapping and analysis, flow analysis, Takt time, Balanced Workload, VA/NVA analysis, and Dashboarding/Performance Measurement system | Increase of 50+% productivity enabling absorption of increased volume while maintaining quality commitments. |
| Verisk Analytics | Simplify Field Operations | Low productivity from field personnel. | Process mapping, spaghetti mapping, Standard Operating Procedures, VA/NVA analysis, Data Analysis | Reduction of NVA time resulting in better utilization of field personnel 25% productivity gain |
| Argo | Improve Policy Retention | Current retention rates for one of the Key LOBs were significantly lower than expectations. | VOC, process mapping, flow analysis, Theory of Constraints, Balanced Workload, Dashboarding | Increase of 25% in retention resulting in a return to profitability for that business unit. |
| Erie Insurance | Improve Commercial Lines UW cycle time | Triage approach to review high level processes for 3 different portions of the Commercial Lines value stream. | Process Mapping, VOC, Survey Development and Analysis, VA/NVA analysis, Flow Analysis, Benefit/Effort Analysis | Identified multiple significant opportunities to be undertaken as individual projects, projecting gains in quote ratio, decrease in quoting time, cycle time reduction, and overall productivity increases. |
