Case Study: Kaiser Permanente achieves full control and visibility over critical financial workflows with ProcessMaker

With powerhouse automated workflows, Kaiser Permanente gains full control and visibility into four of their most critical business processes

Kaiser Permanente, one of the nation’s largest not‑for‑profit health plans serving 12.4 million members and operating across more than 50 local markets, faced inefficient, spreadsheet‑driven financial and staffing processes spread across three interdependent groups. Manual templates and email handoffs led to long approval cycles, frequent miscommunication, poor visibility into case status, and no reliable audit trail.

Partnering with ProcessMaker, Kaiser replaced those fragile spreadsheets with four automated workflows that now handle 5,000+ cases annually for roughly 320 users, streamlining steps and enabling dynamic multi‑tier approvals. The solution delivered real‑time visibility, instant error flagging and complete audit logs, significantly cutting processing time and speeding the disbursement of staff, capital and equipment.

Kaiser Permanente