发布时间：2026-02-10
浏览量：23
Ultimus Client: Not Disclosed
Industry: Healthcare
Solution: Patient Refund Approval, A/R Write-off Approval, Bank Account Reconciliation, Monthly Expense and Revenue Account Reviews
An Ultimus customer that provides a broad spectrum of post-acute healthcare, nursing, and assisted living services from several hundred facilities located across many U.S. states was faced with the challenge of automating several complex and mission-critical processes in this regulated and document-intensive industry.
背景
公司：不方便透露
行业：医疗解决方案
解决方案：患者退款批准、应收账款核扣批准、银行账户对账、月度支出和收入账户审查
公司业务：此医疗机构提供来自美国多个州数百家机构的广泛急性后医疗、护理和辅助生活服务，面临着多个复杂自动化和核心业务流程的挑战，尤其是在这一受监管且文档密集的行业中。
As a large and geographically dispersed enterprise, this customer realized that automated business processes were essential to ensure the timely and accurate preparation of financial reports, as well as adherence to proper financial controls and policies.
The customer recognized that business process automation success required:
l Eliminating siloed business process data
l Reducing user training requirements, support calls, and errors
l Responding rapidly to an ever changing regulatory and business environment
l Meeting highly complex requirements without expensive, hard to maintain custom coding
l Integrating with multiple external systems
l Visibility into process activity, performance, and business improvement opportunities
l Productivity, performance, and scalability of in-production processes.
Concluding that these challenges could not be met with conventional process automation technology, the customer selected the Ultimus Digital Process Automation Suite to digitally transform their financial operations.
挑战与机遇
作为一家规模庞大且地域分布广泛的企业，该客户意识到自动化业务流程对于确保财务报告的及时和准确性以及遵守适当的财务控制和政策至关重要。
客户认识到，业务流程自动化的成功需要具备的条件包括：
l 消除流程中的信息孤岛
l 减少用户培训需求、支持电话和错误
l 快速响应不断变化的监管和商业环境
l 满足高度复杂的需求，而无需昂贵且难以维护的代码开发工作
l 与多个外部系统集成
l 对流程活动、绩效和业务改进空间的可视化
l 生产过程中的生产效率、性能和可扩展性
客户得出结论，这些挑战无法通过传统的流程自动化技术解决，因此选择了Ultimus数字流程自动化套件来为财务运营做数字化转型。
The Ultimus DPA Suite is a comprehensive and tightly-integrated digital business automation platform comprised of Composed Process Solutions, Ultimus’ unique generative low-code application development technology, the patented Ultimus Adaptive BPM Suite, and Ultimus Advanced Task Service, the only technology that ensures the productivity, performance, and scalability of in-production business process applications.
什么是Ultimus数字流程自动化套件？
Ultimus DPA 套件是一个全面且高度集成的数字业务自动化平台，由 Composed Process Solutions、Ultimus 独特的生成式低代码应用开发技术、专利的 Ultimus 自适应 BPM 套件以及 Ultimus 高级任务服务组成，后者是唯一确保生产中业务流程应用生产力、性能和可扩展性的技术。
The Ultimus DPA Suite is proven in its ability to meet the most sophisticated enterprise requirements. In addition to its industry-leading business process and production scaling capabilities, its Composed Process Solutions technology allows organizations to create a “software factory” that generates highly sophisticated, tailor-made software applications, 360-degree data views, reports and dashboards, user activity/audit reports, business-user process control interfaces, and integrations with exceptional speed, consistency, and quality.
Ultimus DPA 套件已被证明能够满足最复杂的企业需求。除了行业领先的业务流程和生产扩展能力外，其Composed Process Solutions技术还允许组织打造一个“软件工厂”，生成高度复杂、量身定制的软件应用、360度数据视图、报告和仪表盘、用户活动/审计报告、业务-用户流程控制界面以及集成，效率、一致性和质量都非常高。
Unlike other low-code software technologies, CPS uses the same “industrial” principles that have produced order of magnitude improvements in delivery time, quality, and cost in virtually every other industry – except software development. CPS uses (1) a common, standardized architecture and pre-built, interchangeable, and pre-integrated parts; (2) an “ordering” system to specify the requirements of an application or family of applications; and (3) a generator that merges the requirements and domain model in real time when the application is called.
与其他低代码软件技术不同，CPS采用了同样的“工业”原则，这些原则在几乎所有其他行业（除了软件开发）都带来了数量级的提升。CPS采用（1）统一的标准化架构和预制、可互换和预集成的零件;（2）用于指定应用或应用族需求的“排序”系统;（3）一个生成器，在应用调用时实时合并需求模型和领域模型。
The CPS approach:
Provides unmatched, multi-level reusability and inherently enforces best practice;
Ensures that applications are consistent in their construction, implementation and UI; and
Produces applications that
work together, share data, and can be managed as families; rather than individual point solutions;
Function on any device and browser without additional effort; and
Are easily localizable and adaptable for any use case.
CPS可提供：
1.提供无与伦比的多层次重用性，并内在地强化最佳实践;
2.确保应用程序在构建、实现和界面上保持一致;
3.生成的应用程序：
l 协作、共享数据，并可作为家庭管理;而非单个点解;
l 在任何设备和浏览器上运行，无需额外付出;
l 以及易于本地化，并可适应各种使用场景。
14 Solutions Delivered in 5 Months!
The customer initiated their Ultimus training in mid-December, and within five months, had 14 Ultimus-based solutions in high volume production including:
Patient Refund Approvals,
Accounts Receivable Write-off Approvals,
Bank Accounts Reconciliation Process,
Monthly Review of General Ledger Expense Accounts Process,
Monthly reviews of Revenue Accounts Process, as well as
9 report, dashboard, and data entry applications.
Using CPS’s extensive array of reusable digital assets, the customer was able to complete the development of their first CPS process in a matter of weeks. And because all customer solutions, solution data, and content are automatically added to this pool of reusable assets, development time for subsequent solutions was even faster. In fact, their fourth and fifth business processes were developed in 1 day and two hours, respectively.
5个月内，14支流程上线
客户于12月中旬启动了Ultimus培训，五个月内就拥有14支流程基于Ultimus的解决方案进入大规模应用，包括：
l 患者退款批准，
l 应收账款核销批准，
l 银行账户对账流程，
l 总账费用账户流程月度审查，
l 每月对收入账户流程进行回顾，
l 以及9个报表、仪表盘和数据录入应用。
利用CPS丰富的可重用数字资产，客户能够在几周内完成首个CPS流程的开发。由于所有客户解决方案、解决方案数据和内容都会自动添加到可复用资产池中，后续解决方案的开发时间更快。事实上，此医疗客户的第四和第五个业务流程分别在1天和2小时内完成。
Key Benefits and Measurable Results
In the first four days of production, the customer rolled out its initial five processes to over 1,000 end users, processed 751 refund requests, and completed the approval of 405 A/R write-offs – and estimated that their ROI would be as little as three months. The key drivers of this exceptional ROI included:
Low initial investment: Rapid delivery and reusability translate into lower costs;
Greater productivity: A consistent, highly intuitive interface and built-in validations, error checking, and end user help reduced form completion time from 15 to 30 minutes to five minutes or less - and reduced training requirements, support calls, rework, and errors;
Greater process visibility: The customer was able to identity the root causes of write-offs and process bottlenecks;
Fewer duplicate and erroneous refunds and a faster refund turnaround time that improved customer satisfaction; and
A streamlined, well-document financial closing process with improved compliance and increased reporting confidence.
主要优势和可衡量的结果：
在流程上线的前四天，客户向超过1000名终端用户推广了最初的五个流程，处理了751件退款申请，并完成了405个应收账款核减的批准——并估计其投资回报率将缩短至三个月。
这一卓越投资回报的关键因素包括：
l 低初始投资：快速交付和可重复使用性转化为更低的成本;
l 更高效的生产力：统一直观的界面，内置验证、错误检查和终端用户帮助，将表单完成时间从30分钟缩短到15分钟，甚至更短5分钟——同时减少了培训需求、支持电话、重复任务和错误;
l 更高的流程可视化：客户能够识别核销和流程瓶颈的根本原因;
l 减少重复和错误退款，更快的退款周转时间，提升了客户满意度;
l 以及一个简化且文档详尽的财务交付流程，提升合规性和可靠的报告。
