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Visual Postbeamtenkrankenkasse

Central RPA Solution at the Postbeamtenkranken-
kasse

Hybrid platform relieves employees, increases efficiency, and ensures Data Sovereignty

Client

The Postbeamtenkrankenkasse (PBeaKK) was founded in 1909 to provide dedicated health insurance for employees of the former Imperial Post and Telegraph Administration in Germany. Over time, it developed alongside the German Reichspost and later the Deutsche Bundespost, offering health coverage to postal officials and employees. Today, PBeaKK is a public law corporation providing comprehensive healthcare services to around 460,000 fully insured members and approximately 2 million supplementary insured members who are or were employed in the successor companies of the postal service.

Challenge

The project was driven by the need to optimize and automate existing processes. The primary focus was on reducing repetitive tasks to relieve employees, while at the same time addressing challenges arising from workforce attrition. The main goal was to implement efficient process automation in order to minimize recurring activities and streamline workflows. Key areas included inbox processing, the use of forms within the existing health insurance software, and the processing of data from external tools such as MS Excel. PBeaKK aimed to implement a centralized RPA solution, partially operated as a shared service. A crucial requirement was to design automation in a way that avoided storing personal data in the cloud.

Objective

The project’s objective was to establish and operate a high-performing RPA platform and to develop, implement, and maintain automated processes on a long-term basis. This included both the technical design and implementation of the infrastructure as well as the introduction of a comprehensive RPA governance framework. Core elements were the systematic identification, collection, development, and deployment of suitable RPA processes.

Solution and Benefits

The hybrid cloud approach ensures that personal data remains stored internally, while process control is managed through the RPA platform in the cloud. Following acceptance, msg assumes operational responsibility for 48 months in accordance with agreed service levels. The solution also covers the continuous enhancement of the RPA environment, adjustments to new requirements, and the automation of additional processes to further increase efficiency over time.

Client: Postbeamtenkrankenkasse (PBeaKK)
Project Name: Robotic Process Automation

Challenge

The primary objective is the efficient automation of processes to eliminate repetitive tasks and relieve employees. In addition, automation is intended to mitigate challenges related to staff departures. The processes to be automated include primarily inbox processing, with a focus on the use of forms within the existing health insurance software as well as the processing of data from external tools such as MS Excel. PBeaKK aims to implement a centralized RPA solution that can also be operated partially as a shared service. A key requirement is to ensure that automation is implemented efficiently while preventing personal data from being stored in the cloud.

Project

The project consists of two components:

  • Establishment and operation of an RPA platform
  • Development, implementation, and operation of RPA processes

In addition to the technical design and implementation of the infrastructure, RPA governance topics were also addressed, such as the process for identifying and collecting RPA use cases, as well as their development and deployment.

The hybrid cloud solution ensures that personal data remains stored internally, while process control is managed via the RPA platform in the cloud. Following acceptance, msg assumes operational responsibility for 48 months in accordance with defined service levels. The scope of services also includes the continuous enhancement of the RPA environment, adjustments to new requirements, and the automation of additional processes.

Benefits fot the client

  • Increased efficiency through automation of repetitive tasks
  • Employee relief through the reduction of manual activities
  • Fewer errors thanks to standardized processes
  • High data security through internal storage of personal data
  • Flexibility and scalability enabled by the shared service approach
  • Future-proofing through regular adjustments to evolving IT requirements
  • Stable operations ensured by 48 months of managed services

Your contact

Artelt, Susanne

Susanne Artelt

Principal Business Consultant

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