Introducing OPX

Optimise your workforce and improve your organisation’s performance

OPX is an award-winning, innovative solution that empowers your operations management and teams across the organisation to deliver your strategic goals. OPX supports the end-to-end processes from the capture of incoming work, back office workforce optimisation, smart work allocation, robotic process automation (RPA) to the automated output of customer communications in multiple formats.

  • What does OPX deliver?

    OPX is proven to increase productivity, reduce costs and complaints while improving customer service. Transform your organisation’s efficiency by  automating and optimising your business processes. Find out how it can be used to improve your organisation’s operations.
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  • Who is OPX for?

    OPX is the right solution for every business which needs to monitor workforce productivity, performance and identify their training needs. The type of companies that can benefit most are those that tend to hire resources to perform (often) repetitive tasks related to meeting a service demand.
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With OPX, you can…

Create a customised Operational Excellence Solution. Mix & match the following features:

  • Real-time activity tracking (OAD)
  • Automated document generation (Document Production)
  • Classification of incoming e-mails (e-mail gateway)
  • Decision Engine powered by BI for process execution and escalation (business rules)
  • Outcome-dependent e-mail creation and distribution (e-mail gateway)
  • Automated data extraction & validation (OPX ingestor)
  • Work scheduling & capacity planning (??)
  • Intuitive dashboards for comprehensive data management (OPX MI)
  • Dedicated module for complaints handling (opx complaints)

Find out how

OPX was the defining moment in our leadership approach…

Andy Wallace

Head of Operations at HCL IBS UK

Client Testimonials

Meeting Service Demand

By providing a platform that offers solutions to the tasks listed above, OPX has been developed to achieve one main goal – to meet service demand in businesses such as yours.

OPX is flexible and scalable. It can be suited to any company’s needs and developed further at any time – by adding modules and automating other processes.
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OPX enables you to meet service demand


Improved operational efficiency

If you are looking to improve customer outcomes, operational efficiency, employee performance and where relevant regulatory compliance – OPX is the right solution for you.

  • 20% increase in business efficiency

  • 29% increase in number of transactions

  • 21% increase in utilisation

  • 12% improved quality (RFT)

  • 70% complaints volume reduction

  • 32% reduction in operational costs
  • OPX optimises service delivery to customers
    Optimise service delivery to customers
  • OPX supports monitoring of workforce wellbeing
    Monitor workforce wellbeing
  • OPX automates case handling
    Automation of case handling
  • OPX reduces failure in meeting customer demand
    Reduce failure in meeting customer demand
  • OPX frees up valuable resources
    Free up valuable resources
  • OPX improves management oversight
    Improve management oversight

View Case Studies

OPX supports your business by providing…

  • Performance boost

    Performance boost

    With process automation, tasks become easier to handle. The workforce performs its job faster and makes fewer mistakes as automated processes are less complicated.

  • Workforce productivity monitoring

    Workforce productivity monitoring

    The system provides the management and team leader dashboard that helps to monitor workforce productivity and find their strengths and weaknesses.

  • Resource time management and support

    Resource time management and support

    Agents report on their work timeline by clocking-in and out of shifts and breaks. Team leaders can see how long it takes to perform each tasks and identify whenever an agent requires support.

  • Upskilling and training efficiency

    Upskilling and training efficiency

    Having a comprehensive overview of workforce strengths and weaknesses helps to identify the training needs.

  • Reporting based on real-time data

    Reporting based on real-time data

    A broad range of reports available helps to overview the process of achieving the performance benchmarks.

  • Support in finding and removing the bottlenecks

    Support in finding and removing the bottlenecks

    The performance monitoring dashboards and the report generation help identify the bottlenecks of the current back-office processes.

  • Management oversight of service delivery

    Management oversight of service delivery

    Complex reports and tools are available to monitor workforce efficiency to give an overview of KPIs achieved compared with agreed targets.

  • Customer complaint reduction and increased satisfaction

    Customer complaint reduction and increased satisfaction

    Reduced mistakes and quicker processing directly influences the volume of customer complaints.

Award-Winning Software

In conjunction with HCL IBS and Admin Re, OPX, our digital transformation solution, won the WfMC award for Excellence in BPM & Workflow for two successive years.

OPX Architecture

Highly modular and quick to implement

OPX is a granular solution, consisting of many modules. Each module can be added with time – when deciding to develop your business automation further. Expand the sections below for more information.

Application Discovery

OPX Application Discovery (OAD) is a module developed in consideration with companies that enable remote and hybrid working. OAD offers a complex overview of employees activities and performance in real-time. Apart from complex reports, OAD shows a mouse activity and screen preview.

The module was developed to help with:

  • Assisting with meeting compliance and audit requirements
  • Assisting with monitoring work-mental-health of remote team members
  • Enabling a hybrid and flexible working regime
  • Encouraging employees to evaluate their own scoring and start self-improving
  • Identifying over-working and ‘always on’ behaviours that lead to burnout
  • Tracking if employees are using any unsanctioned IT apps
  • Discovering what apps are used for each process activity
  • Better analysis of Idle time during the day
  • Ability to see robotics opportunities for providing a service to speed up case working at an activity
Team Leader Console

The OPX Team Leader Console is the OPX command and control centre.

Depending on the assigned within the system permissions, operation managers or team leaders can configure the operations’ hierarchy, locations, team structures (including robots), team members, shift patterns, skill profiles and business processes together with appropriate service level agreements (SLAs).

The process configured for each team and team member is automatically assigned and communicated through the OPX User App.

To meet the needs identified by real-time reports and forecast models, team members (including robots) can be dynamically re-assigned to meet changes in work volumes or complexity based on skill levels and availability.

OPX User App

The OPX User App is a highly configurable application designed to guide, prompt and enable individual agents to process work efficiently based on skill levels and the needs of the business.

The intuitive, icon-based interface is the key to managing how and when the tasks get processed. The “Get Next” option selects the next work item from the queue based on the skills level of the agent, SLA or other criteria set by the team leader, preventing “cherry-picking” of the simplest cases.

All options are configured via the OPX Team Leader Console by team leaders or managers. An agent’s actions, times, and decisions are recorded through the Workflow Manager to analyse individual, team or department performance. This enables the monitoring and immediate fine-tuning of work and processes to meet quality or SLA targets.

Each work item has its processing history available. That is associated correspondence, documents, notes or other relevant information from the OPX system or any supporting back-office system.

Pre-configured checklists guide the agent through the task together with options to defer, pause, pass ownership, or escalate if other departments need to be consulted, information needs to be requested, or simply take a break or attend a meeting.

Real-time Work Allocation

OPX tracks the demand for services in real-time from multiple channels, including scan and index imports, call centre and IVR interfaces, email and SMS messages, and manually and automatically (through a web portal) generated requests.

OPX provides global demand visibility and can show in real-time the workload in dashboards and reports, online and sliced and diced as required.

OPX can automatically allocate work in real-time based on SLAs, volume and type of work matched to the available resource capacity and skills. It also allows managers to make a change and allocate work manually in order to meet unexpected or changing circumstances.

The automatic work assignment prevents “cherry-picking” when agents select the work directly from a queue. ‘Cherry picking’ of tasks can lead to work or cases moving out of an agreed SLA due to its perceived complexity.

Real-life example:

One of our customers moved work from India to the UK during a period of national mourning. The move took place in minutes of the management being notified by OPX that the Indian teams had clocked off, enabling managers to re-prioritise outstanding work allocations and move them back to the UK.

Benefits of using Real-time Work Allocation Module:

  • Automatically matches work with resources
  • Prevents agent self-selection
  • Enables immediate re-allocation of work to meet changing priorities
  • Helps consistently meet SLAs
Reports and Dashboards

OPX Reports and Dashboards is the Management Information System (MIS) hub of the OPX solution.

OPX Reports and Dashboard provide visibility on productivity, utilisation, SLA or process status (case, policy, complaints etc.) give managers unrivalled agility to plan, monitor and tune their operations.

By using a built-in report generator and re-useable widgets, reports and dashboards can be easily created, stored and run on-demand within OPX.

Providing real-time and archive data, including information about:

  • Processes
  • Team Members
  • Automated tasks (robots)
  • Teams
  • Departments

Operations data captured by OPX can be easily integrated with third-party business information and spreadsheets applications for aggregation, reporting and presentation with other data sources.

Decision Engine

Operations team members must make decisions all the time. While there will never be a valid substitute for human deductive reasoning, there are often cases where the decision required is a complex and fast business rule.

For example, a decision that involves late payments. The customer needs to be chased by a letter, then by an email, and then added to the outbound caller queue.

These decisions are complex, and the rules involving them can be set up within the OPX Decision Engine.

Decisions can be created about many work items in queues. The engine allows defining who, what and when.

It also offers an option for creating new data items against processed cases, such as a field with days overdue, or information on how to handle the results, including bot involvement, data gathering or necessity of human involvement in handling the case.

Planning & Scheduling

The OPX Planning and Scheduling Module is an integrated part of the OPX suite, capturing and planning: individual, team and departmental activity. It saves the cost and decreases the complexity of maintaining and integrating third-party applications.

Aimed at team leaders and resource planners, the module is highly configurable to create individual, team, and departmental shift patterns. Multiple users’ calendar previews can be configured to check if the resources match the volume and timing of forecasted or actual work.

Calendar previews can be shown for individual (for day-to-day management and review purposes), shift, team or department for an immediate (today) or any given time. Departmental, individual, team and company activities, such as holidays, meetings, training etc., are automatically added to each calendar to ensure a comprehensive preview of resources available.

Information captured by the Intelligent Agent Assist (IAA) links to the shift or calendar previews, enabling managers to decide when and where to make immediate adjustments to a shift pattern.

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