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Praxis

Custom Desktop Application

Summary

ITAT developed an affordable in-house solution that automated workflows, improved claims tracking, and provided dashboards for better monitoring. This enabled Praxis to double its claim placements, onboard more clients, and optimize employee performance. 

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The Problem

Although Praxis was already achieving high levels of process efficiency, they had run into challenges. To begin with, their process was a manual one. Tracking cycle times using spreadsheets, for example, was cumbersome, particularly when claim volumes were increasing. This made scaling up to meet the demand for additional placements very difficult. In short, Praxis needed a way to automate their entire workflow to process more claims and produce more recoveries for their clients without degrading the level of efficiency they had already achieved on a smaller scale. Unfortunately, the software features necessary to achieve these objectives were only available by purchasing an enterprise level application – very expensive and cost prohibitive.

ITAT created an affordable in-house solution to closely track the progress of every claim, better manage the increasing workflow and monitor cycle times more effectively. More functionality was later added to automate the inflow of data, connect to various data providers and offer visuals via dashboards for easier tracking and alerting. As a direct result of this solution, Praxis was able to double the volume of placements in relative short order, just in time to on-board more clientele. Even more benefits were achieved from best practices workflow enforcement in the system. As a kicker, the system allowed for very specific objectives to be incorporated in the workflow that incentivize employees to maximize recoveries.

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The Solution

The Technical Environment

ITAT provided technical knowledge to integrate into the Zapier automation system and payment gateway to build a form that could be scaled and linked to their marketing to update student accounts as donations were made.

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