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Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
October, 20, 2011 Hotel Gate One Bratislava
Oracle Policy Automation & Case Management Michal Zboril CRM Sales Consultant 2
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Leadership in Social Services Experience You Can Count On • Project Oracle, 1977 • CIA, Langley
• Customer Number 1 • 2 of Oracle’s first customers were U.S. Federal Government and DoD Intelligence
• Oracle has the longest running relationship with government of any software vendor • Oracle has a dedicated public sector software development organization • Oracle delivers global support for the public sector
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Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle Invests in Public Sector Solutions Continuous investments to extend our footprint for PS
Best in Class: State and Local ERP
Best in Class: Customer Relationship Management
Best in Class: Best in Class: Content Tax and Management Revenue Management, Utility Billing
Best in Class: Governance and compliance
Best in Class: Project Scheduling
Best in Class: Technology for Policy Automation
Combined with US$3B Annual R&D (FY09) 4
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Social Services Organizations Choose Oracle
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Health & Disability Services
Pensions & Retirement
Benefits Case Management
Employment & Labor
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle Social Service Solution Simplify Eligibility, Increase Efficiency, Improve Effectiveness Screening Monitor Outcomes
Intake
Disbursement & Financial Mgmt
Assessment & Service Planning
Provider Management
Enterprise Case Management Eligibility Determination
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Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle Social Service Solution Stand Alone | Complete Suite
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Case Management
Policy Automation
Business Intelligence
Financials
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Citizen Eligibility Challenges Complex & changing Regulations
Issues
Solutions
• Multiple complex manual processes to determine eligibility & benefits • Inability to easily determine benefits
• Manage benefit determination across programs
• Frequently changing citizen circumstances
• Automate changes in circumstances
Benefits Definition
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• Empower business users to build and manage rules
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Eligibility Determination
Change in Circumstances
Oracle Policy Automation Write Rules Once, Use Many Times • Write rules in familiar Word and Excel documents in local language • The same rules can be used across channels
• Eliminate the need for IT help Legal Regulations Norms
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Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle Policy Automation Write Rules Once, Use Many Times • Write rules in familiar Word and Excel documents in local language • The same rules can be used across channels
• Eliminate the need for IT help Legal Regulations Norms
Web Screening 10
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Case Management
Policy Visualization Clear Structure ~ Clear Visibility ~ Clear Understanding The Person is eligible for Family Tax Benefit Part B
Results & Conclusions
Rules & Facts
Inputs & Variables 11
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Oracle Policy Automation Australia – Dept. of Immigration and Citizenship
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Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Managing Complex Cases - Challenges Complex Processes | Multiple Parties Involved
Issues
Solutions
• Manual procedures still prevail
• Automate case intake through payment
• Siloed processes create backlogs
• Deliver single view of the client/citizen to multiple providers
• Citizens need 24 x 7 x 365 services
Automated Case Management
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• Provide client self-service across multiple channels
Single Client View
Client Self Service
Case Management in Public Sector There are precise Processes behind each Case Common Info Repository
Secure Access
Case Analytics
Service Delivery Options Self-Service
Field Workers
Call Center
Automated Workflow and Activity Management
Case Initiation
Apply / Inquire
Route / Process
Outreach Event Management
Assess & Review
Monitor / Notify
Case Resolution
Referral Deliver Service
• Enable a single view of the case, client or suspect across departments • Convert manual processes with automated, streamlined workflow • Analyze key processes to improve effectiveness and improve outcomes
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Case Management in Public Sector Bankrupted companies registration process driven by CM Common Info Repository
Secure Access
Case Analytics
Felszámoló
Felszámolási eljárás és megindítása
Adós
Lajstromiroda
Kérelem
2 Lajstromozás Lajstromrendszer
1
16. Elismeri?
Hiánypótlás
Igen
Haladék kérése
Nem
18. Jogos a kérelem?
3
Max. 15 nap
23 Cégközlönyben közzététel
Stop
Szakrendszer
Végzés
Az eljárást a Hitelező kezdeményezi
24. Bíró helyt ad?
28. Milyen eljárás?
Nem
26 Egyezségi tárgyalás
27. Tárgy.-on jóváhagy?
30
31. Fellebbezés ?
Közbenső mérleg elfogadása Szakrendszer
Végzés
34
Végzés meghozatala az egyszerűsített eljárásról
Szakrendszer
Végzés
35 Zárómérleg jóváhagyása, eljárás megszüntetése Szakrendszer
36. Fellebbezés ?
Végzés
38 Nem Jogerő, gazdasági szervezet törlése Ecégbíróság
39 A tv.-ben meghatározott érintett szervek értesítése
Stop
Levél
Végzés Igen
Igen
7 Start
rendszer
Szakrendszer
Nem
Végzés
22 A tv.-ben meghatározott érintett szervek értesítése Levél Szak-
20. Nem Fellebbezés ?
elrendelése (Felszámoló kijelölése)
Igen
Levél
Igen
19 Felszámolás
Adós értesítése
Igen
11
A Bíróság elbírálja a kérést
Egyszerűsített
12
Igen
Felszámolás elrendelésének megindítása
Stop
Kérelem
Igen
Nem
Max. 8 nap
Stop
6 Start
40 Az eljárás megszűntetése a követelés megszűnése miatt
Kérelem
Kérelem
Igen Nem
4. Megfelel?
Kérelem elbírálása
25 Egyezség iránti kérelem benyújtása
17
5
Az eljárást az Adós kezdeményezi
Start
Nem
Bíróság (csődeljárásban)
Zárómérleg elkészítése, beadása
Kérelem az egyszerűsített felszámolás iránt
Kérelem
Hitelező
33
29
Stop
8. Id. Vf Nem kirendelésén ek kérése?
Végelszámoló
Case Resolution
9 Start
Az eljárást a Cégbíróság kezdeményezi Megkeresés
10 Start
Az eljárást a Végelszámoló kezdeményezi
Start
Értesítés küldése büntetőügyről a székhely szerinti 13 bíróságra
Kérelem
Értesítés
14 Start
Határozat megjelentetési kérés Kérelem
Start
Főeljárás ingatlannyilvántartásba való bejegyeztetési 15 kérelme Kérelem
Ítélőtábla / LB
Más EU tagállambeli felszámoló
Büntetőügyben eljáró (Bíró vagy ügyész)
Case Initiation
Cégbíróság
Kérelem
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37
32 Fellebbezés
+
Fellebbezés
+
Fellebbezés
+
Hungarian Courts – Siebel Case Management for Bankrupted companies registration
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Case Management – End-to-End Support End-to-End support for Case Management Intake Citizen’s Incidents or Requests Convert it to Case & Manage the Case Manage Street-workers & Health Visitors Automate Email Communication Provide Self-Service Platform
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Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Deep Dive Reporting & Analytics Pre-Built Analytics and Dashboards
Commissioners
Legislators
Managers
Case Workers
• Conduct legislative “what if” analyses • Determine legislative loop holes • Provide real-time alerts 17
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Social Services Customer Results Oracle for Public Sector – Real Results Delivered Department for Work and Pensions (United Kingdom) Center for Work and Income (Netherlands)
Ministry of Labor and Social Affairs (Spain)
Dutch Child Protection Council (Netherlands)
Nat’l Council for Evaluation of Social Policy (Mexico)
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Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Provided citizens with on-line access to services and information
Improved job matching by 60% Implemented Oracle’s Siebel applications in just 6 months, enabling IMSERSO to manage processes established in the Law for Dependent People
Centralized all data to improve child protection
Allowed various programs to reduce their annual federal budget request by 6 to 10% by improving analysis and evaluation of 118 programs
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Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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Copyright © 2011, Oracle and/or its affiliates. All rights reserved.