OPX Whitepapers

We have written several whitepapers on topics such as workforce optimisation, productivity, homeworking, business transformation and improvement.

  • Why Now is the Time to Invest in Back Office Workforce Optimisation

    Today’s business landscape is ever more dynamic, and optimising operational efficiency is imperative for sustained success…

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  • AI Driven Forecasting for WFM & WFO

    In today’s dynamic, ever changing, business landscape, efficient resource allocation is crucial for organisations to meet the demands…

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  • Workforce Optimisation vs Workforce Management

    While both terms might seem interchangeable, they represent distinct approaches with unique focuses and
    functionalities.

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  • Why Optimise in the Back Office?

    With both operating costs and customer/client expectations going up year-on-year, the pace of change in organisations is quicker than ever. Those who fail to adapt will not survive while those who seize the opportunity to evolve will thrive.

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  • Workforce Optimisation for the Back Office

    Back-office optimisation is about bringing the best out of your operation. With both operating costs and customer expectations going up year on year, the time to consider optimisation software is now.

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  • Homeworking & Back Office Workforce Optimisation

    As the increasingly serious pandemic outlook for the population and workplaces emerged through February and early March 2020, there was a reappraisal of how useful OPX could prove to be…

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  • Homeworking in Financial Services Operations

    Businesses which have taken a shorter-term tactical approach in 2020 may now consider a review of the long-term suitability and consider potential strategic alternatives…

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  • Workflow vs Workforce Management

    People are often confused by the industry terminology, and vendors don’t make it any easier to understand. There are several differences between the workflow vendor’s approach to case processing…

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  • Operational Workforce Management: Build or Buy?

    The world of operational management is changing with new initiatives coming on stream, customer demographics
    and the march towards self service and digital platforms. This paper looks at the pros and cons of creating your own
    internal systems…

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OPX Brochures

The following selection of brochures and flyers cover some of the various features and benefits which OPX offers to our customers.

  • SIPP New Business Processing

    Corporate Modelling Services has been working with a major Self Invested Personal Pension (SIPP) provider to automate their new business processing…

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  • Workforce Optimisation Flyer

    OPX empowers your business to dramatically improve service delivery and employee wellbeing. OPX can be implemented quickly in your business with a light touch installation and a short ROI at a relatively low cost…

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  • Operational Excellence

    OPX empowers you and your existing resources to dramatically improve your service delivery and employee wellbeing. OPX can be implemented quickly in your business with a light touch installation with a short ROI at a low cost….

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OPX Datasheets

OPX is made up of several core modules which support the end-to-end processes from the digital capture of incoming work, smart work allocation, robotic process automation to the automated output of digital customer communications. We also provide additional modules which can be used to accelerate your journey to digital operations allowing you expand the scope of your OPX implementation as your plans or business needs dictate.

  • OPX API

    We are often asked if there is an API for getting data to and from OPX. OPX API creates an on-demand restful web service to provide create, query and update functionality on any table within the OPX environment…

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  • OPX Application Discovery

    OAD is a module aimed at enhancing fine grain working practice analysis. OAD records when a human resource logs in and logs out, is on a call, is having a break, and whether the resource is working on transactional or non-transactional work…

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  • OAD Security

    This document covers the security and privacy aspects of the OPX Application Discovery (OAD) features to ensure there is no room for unintended data leakage or disclosure beyond the company’s defined data disclosure use…

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  • OPX Business Rules

    OPX Business Rules is a fully-fledged system for creating decision engines. Users can control the OPX workflow path for specific case attributes, automatically change case priorities, create automated decision engines and create restful web-services on the decision engines…

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  • OPX Checklists

    OPX Checklists provide a mechanism for monitoring process adherence and ensuring that the administrators are following the details of the process. Checklists have always existed in offices, but with OPX, they are defined within the system and can be reported on and analysed to ensure they are completed each time.

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  • OPX Complaints

    The OPX complaints module enhances your OPX core system with a customisable, scalable and robust solution for handling cases from recording through to resolution and closure. The complaints module offers configurable workflow, dashboards, reports and escalations from the OPX core system together with the ability to manage and track progress.

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  • OPX Document Production

    OPX Document Production (DocProd) is designed to let superusers create the requisite documentation with little to no IT staff involvement. DocProd is better thought of as a content creation solution. From user-defined templates, DocProd can create Word doucments, PDFs, HTML, SMS messages, emails and more…

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  • OPX Dynamic Dashboards

    To understand data, you often need to group it and get averages, sums and variations. You also need to present this data in an ongoing operational manner so others can share information and insight. OPX Dynamic Dashboards helps you create dashboards to provide operational insight…

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  • Meet Our Email Bot

    The OPX Email Bot will revolutionise your email management by leveraging generative AI to update your customers whilst streamlining and enhancing your workflows….

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  • OPX Ingestor

    OPX Ingestor is used by OPX superusers to load data into OPX. The data is usually used to create work items for teams and individual users within the organisation…

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  • OPX IVR Gateway

    The OPX Interactive Voice Response (IVR) Gateway is a service framework delivery using a mixture of your chosen voice XML-based IVR solution and three OPX modules for API, Scriptflow and Robotics.

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  • OPX Planning & Forecasting

    OPX delivers real-time work allocation ensuring that the right work gets to the right people at the right time, but there are times when you need a projected forecast of demand and human/robotic resources to meet it for budgets and longer-term planning…

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  • OPX Quality Assurance

    The OPX Quality Assurance (QA) module helps improve the quality of transactional work while the OPX core functionality improves the productivity, utilisation and throughput of your teams…

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  • OPX Robotics

    The OPX Robotics module is designed to allow you to adopt a Robotic Process Automation (RPA) approach at a pace that suits you. OPX Robotics allows you to automate the right process activities using the right technology at the right time for your organisation…

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  • OPX Scriptflow

    OPX Scriptflow is a powerful tool for enabling companies to define their customer interactions in a consistent manner, ensuring control, quality, audit and guidance…

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  • OPX SMS Gateway

    The OPX SMS Gateway is a module designed to allow for the automation of inbound SMS routing and the production of outbound templated SMS from within the OPX Workflow or OPX Robotics processes…

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  • OPX Team Scheduling

    The OPX Team Scheduling module is designed to help bring the skills of front-office capacity planners and traditional team schedules to the back-office…

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  • OPX Virtual Folders

    OPX Virtual Folders allows you to associate case data from externally held systems with the OPX business object cases being processed. In a similar manner to the lightweight integration OPX has of using stub data

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  • OPX Web Dashboards

    OPX Web Dashboards is a key component that empowers OPX operational insight and allows you to build your very own single point of view, operational cockpit or single pane of glass…

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  • OPX Webforms

    OPX Webforms provide a unique tool for the business operations team. It allows users to create and deploy web forms on demand for everyday use which are scalable, robust, secure and, most importantly, usable…

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  • OPX Workflow Engine

    Processes are fully modelled using the tools provided in the Corporate Modelling Six Sigma Station or Enterprise Improvement platforms. These include a graphical process painter for BPMN process definitions.

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  • OPX Workforce Management

    Workforce Management is a core module of OPX and comprises of several key aspects to ensure we get the right resource to do the right work at the right time…

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  • OPX XL Control

    OPX XL Control was created to provide auditability and rigor around Microsoft Excel. Traditionally Excel models are end-user developed models with less rigor than would be found in IT-developed solutions…

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OPX Case Studies

Download our case studies below to find out how OPX was used to improve and optimise our clients’ organisations. Read about how each client benefited and discover the results achieved in each project.

  • Principality Building Society

    Principality Building Society is the 6th largest UK building society with over 70 branches and agencies in Wales and the Borders. A mutual building society, owned by and run for the benefit of 500,000 members, PBS have over 160 years’ experience and take care of over £10 billion of customers’ assets.

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  • Student Loans Company

    The Student Loans Company (SLC) is a non-departmental public body company in the United Kingdom that provides
    student loans. The organisation is owned and funded by the UK government and the devolved administrations in Scotland, Wales and North Ireland.

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  • ReAssure

    Part of the Swiss Re group, ReAssure, specialises in processing legacy, closed life, business portfolios. The company has an impressive track-record in the administration of life, pensions and health businesses, and the acquisition of entire life insurance companies.

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  • HCL IBS

    HCL IBS Ltd, a UK subsidiary of HCL, has become one of the most efficient financial services outsourcing companies in the BPO marketplace.

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