Case Study: ClearView achieves simplified process management and continuous improvement with Nintex Promapp

ClearView Simplifies Processes and Eliminates Inconsistencies

ClearView is an ASX‑listed financial services firm (managing ~$6.9 billion in funds and $148 million in life insurance) offering investments, superannuation and life cover across several Australian states. As the business grew, senior management found many process documents outdated and inconsistent — compounded by a mix of long‑tenured and newer staff — which led to inefficiencies, unclear procedures and reduced productivity.

After reviewing options ClearView implemented Nintex Promapp in a five‑month rollout using workshops, training and a “buddy” approach to validate processes. The cloud‑based solution simplified documentation, provided a visual, living view of operations, enabled access across locations and linked forms for complaints, incidents and claims; it also fostered a continuous‑improvement mindset, improved quality and consistency through owner alerts, and made day‑to‑day work simpler via an 80/20 “do simply” approach.

ClearView

Matthew Ream

Business Process Analyst