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Once Upon a Time, Australia's most trusted private health insurer failed an audit.

A Work Perfect success story

April 19, 2023

Once upon a time, Australia’s most trusted private health insurer failed an audit.

Why?

The audit report identified "opportunities to strengthen internal control processes.”

What was really going on?

The real problem was that the Marketing team had 17 internal processes, all living in different systems, including monday.com.

People had no idea which process or system to use.

So things were slipping through the cracks.

When HBF called us, we got straight to work.

We went live with a new monday.com solution in 45 days. Here’s what we achieved:

  • 1,039 hours in time saved per month across the team

  • 100% process adoption

  • No more manual approvals

  • 583% ROI

  • A central point for all external agencies

By the way, the marketing team passed the next audit with flying colours.

And they all lived happily ever after.

If you’re wondering…”how the #$% did you do this?”, get in touch with Hari - he loves to chat!