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Accelerating Business Process Transformation with IBM Blueworks Live

A leading financial services organization sought to modernize and streamline its title insurance and settlement processes. With multiple departments, legacy workflows, and siloed task handoffs, operational inefficiencies created delays, compliance risks, and inconsistent customer experiences.

Partnering with Nexright, the company deployed IBM Blueworks Live as its enterprise process modeling and optimization platform. Blueworks Live enabled the organization to map existing processes, eliminate redundant steps, standardize workflows, and accelerate automation readiness — resulting in faster processing times, higher accuracy, and improved employee productivity.

Business challenge

The organization relied on heavily manual, disjointed operational processes across underwriting, search, verification, settlement, and customer communications. As transaction volumes increased, operational bottlenecks and inconsistent process execution impacted turnaround times and team efficiency.

Key Challenges:

  • Fragmented and undocumented processes, varying significantly across teams.
  • High manual effort for repetitive tasks, increasing operational cost and error rates.
  • Limited visibility into process performance due to lack of standardization.
  • Compliance vulnerabilities stemming from inconsistently followed workflows.
  • Inability to scale operations without increasing staffing levels or overtime.

The organization needed a centralized, collaborative process discovery and optimization platform to redesign workflows, accelerate automation, and standardize enterprise operations.

Solution

Working with Nexright, the organization implemented IBM Blueworks Live as a unified platform for process discovery, documentation, and redesign. Nexright guided the enterprise through structured process mapping workshops, automation assessments, and governance frameworks to support long-term transformation.

Solution Highlights:

  • End-to-End Process Mapping: Documented every step of title search, underwriting, verification, settlement, and post-closing processes with clear ownership and rules.
  • Process Standardization: Eliminated inconsistencies by defining uniform workflows and templates used by all teams.
  • Automation Readiness: Identified repetitive, high-volume tasks suitable for workflow automation and robotic automation.
  • Improved Governance: Established a central source of truth for processes, ensuring compliance and structured change management.
  • Cross-Functional Collaboration: Enabled real-time collaboration between operations, compliance, IT, and automation teams.

Solution components

  • IBM Blueworks Live
  • IBM Cloud Pak for Business Automation (integration-ready environment for future workflow automation)

Collaborative Process Discovery

Empowered teams to visually model complex workflows, accelerating clarity, redesign, and alignment across stakeholders.

Centralized Process Repository

Provided a single authoritative source for all documented processes, version control, and compliance management.

Automation Opportunity Identification

Analyzed bottlenecks and repetitive work to prioritize high-impact automation candidates.

Result

  • Reduced processing time by 30%, significantly accelerating title insurance workflows.
  • Improved employee productivity, reducing the burden of repetitive and manual tasks.
  • Enhanced compliance through standardized and fully documented processes.
  • Accelerated automation deployment, supported by clear, validated process maps.
  • Increased customer satisfaction, thanks to faster turnaround and fewer errors.

With Blueworks Live, we finally achieved complete visibility into how our processes truly operated. Nexright helped us standardize workflows, eliminate inefficiencies, and lay the groundwork for future automation. The improvement in productivity and operational clarity has been transformational for our teams.

— Head of Operations, Leading Financial Services Provider