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How Zywave freed up engineer time by up to a third with data automation

For insurance agency software provider Zywave, customer data onboarding was a time-consuming headache. 

Bespoke, hand-coded processes had a lot of technical debt and were difficult to maintain, taking up a lot of engineer time.

Automating the data process with CloverDX means that instead of manual steps, engineers can now push a button and trust the process is going to work, freeing up significant time.

Customer onboarding time has reduced by at least 20%, and the previous bottleneck in the process has been removed.

“The onboarding process is our first chance at making a good impression with our customers after the dollars are already spent. And CloverDX gives us a tool to be able to move faster.”
 - Bryan Kahlig, Senior Director, Product Development at Zywave

How Ortec Finance reduced repetitive manual data processes by up to 90% with CloverDX

Delivering quarterly reports for Ortec Finance’s clients used to be a huge amount of manual effort, taking up valuable consultants’ time and causing stress as deadlines approached.

But now with CloverDX they’ve automated all the data processes that go into building reports, replacing manual, unconnected steps with streamlined, automated workflows and a visual view of the process. 

The automated process includes monitoring, enabling consultants to see if things are flowing smoothly, with an exception handling framework that automatically sends a report of all the warnings triggered during the run.

“It's really the click of a button and we run the system. Instead of having typically a 4 or 5 day process of people preparing the data, running the models, checking the results and building the reports to send to the clients, we’ve reduced that to half a day or less.” 
 - Thomas Hage, Senior Consultant at Ortec Finance