Case Study: American Healthcare Savings Administrator achieves 75% faster case resolution with Bizagi

Health Savings Administrator sees 75% faster case resolution using business process automation Center of Excellence

A leading U.S. health savings account administrator sought to boost productivity and operational efficiency by first gaining clear visibility into how work was actually done. Rather than rushing to automate, the organization created a Business Process Automation Center of Excellence and took a lean, “do it right before doing it fast” approach to map processes, eliminate waste, and simplify tasks across technology and people.

Using Bizagi Modeler and a three‑stage delivery lifecycle (capture current state, define success metrics, define target state), the COE automated 15 processes, built 50+ reusable modeling capabilities, and integrated RPA where appropriate. Results included a 75% reduction in case duration (custodian-to-custodian transfers from two weeks to two days), an agile backlog with measurable delivery velocity, and recognition with the parent company’s 2019 CEO Award.