The challenge
The bank wanted more efficient workflows, stronger process visibility and a more convenient experience for customers and employees.
OUTSYSTEMS IN ACTION / BANKING & FINANCIAL SERVICES
How a bank digitized more than fifty processes and delivered three portals in six months
A portal works better when the process behind it is connected. Explore this bank’s reported program and the delivery decisions that link customer convenience with tasks, approvals and records.
RESULTS REPORTED IN THE SOURCE
50+
new processes digitized in the reported program
3
portals implemented in that delivery period
6
months in the reported implementation
THE BUSINESS CHALLENGE. THE CHANGE. THE RESULT.
The change
It used OutSystems case-management workflows and portals to connect tasks, approvals, self-service information and automated billing activities.
The outcome
The source reports more than fifty new processes digitized and three portals implemented in six months, with task and approval auditability and customer access to statements and invoices.
Source: customer case study published by OutSystems. Brief prepared by Digital Alchimia.
DIGITAL ALCHIMIA’S DELIVERY PERSPECTIVE
What could this approach unlock for your business?
The useful next step is to connect the story to your own operating reality. Here are the questions we would bring into that conversation.
01
Connect the portal to the process that supplies its information.
A customer statement or invoice should reflect a defined operating workflow, not a disconnected export. Identify the records, review responsibilities and exceptions behind the self-service view. An OutSystems team can then connect customer convenience with a process the bank can follow.
02
Make audit evidence a workflow outcome.
Agree which task, approval and change events need to be recorded as part of delivery acceptance. Define access to that evidence alongside user permissions. Specialist OutSystems professionals can reinforce implementation while the bank maintains its control framework and authorized decisions.
START WITH THE WORK THAT NEEDS TO CHANGE
You bring the business challenge. We help shape the delivery team.
Digital Alchimia provides OutSystems professionals and delivery expertise for application development, modernization and evolution. Whether you need to reinforce an existing team or explore a new initiative, we can discuss the capabilities, responsibilities and next steps that fit your context.
A useful starting brief
✓ The process or customer journey you want to improve
✓ Where work waits, repeats or depends on disconnected systems
✓ The expertise already available in your team
✓ The outcome you want to measure and the timeframe to explore
Turn a promising idea into a useful conversation.
Tell us where your business needs to move faster and where your team needs additional expertise. Let’s explore an OutSystems approach shaped around your requirements.