|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.|
- 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.
|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.|