Accessing SAP via a Chatbot






The Business Problem

As an innovation project, Intervate, a T-Systems company identified two business problems that could be solved by a chatbot.  Intervate identified two such problems, one was the sales team getting invoices out of SAP Financials and the second was Room Booking whilst on the move.  Two relatively common challenges that would, when solved, solve two legitimate business problems and prove the case for chatbots in business.

The Solutions

SAP Access – With the user already authenticated into Skype for Business or in the web interface, Pipa understands the permissions of every user, and helps staff requesting documents from deep within the SAP environment. Staff no longer have to wade through complex back-end systems; instead, they can retrieve documents with just a simple chat conversation. Conservatively, we estimate that this saves Account Managers 7-8 hours per month – time that used to be spent searching for documents. In a team of 25 account managers, this adds up to a significant annual saving of over 1500 man hours

Meeting Room Booking – across the various T-Systems and Intervate regions, meeting room systems tended to differ and weren’t always integrated with one another. With Pipa, these systems are consolidated into one helpful, chat-based interface. Based on a short conversation to understand your requirements, she’ll find appropriate rooms. Staff can even invite colleagues & customers to meetings using Pipa, and sessions will be automatically synced to one’s Outlook calendar. If a previously-unavailable room becomes available, she’ll send you a message to let you know.

The integration with the Bot Framework can be via Skype for Business, Slack, Facebook and any number of solutions.

Read More and Download the: Pipa Brochure



Intervate assists Santam to close the intermediary gap with its extranet broker portal

The Business Problem

With such a strong emphasis on the network of intermediaries, Santam required a digital solution to facilitate the interactions between intermediaries and the company.

The key requirement was for intermediaries to easily, immediately and cost-effectively manage their customers’ portfolios – preferably in a self-service manner. The main activities include:

• Managing existing customers’ portfolios – such as updating policies and customer details

• Processing claims on behalf of customers

Previously, intermediaries were required to either call into Santam’s contact centre, or submit claims via fax. Many of these interactions were simple “low value, high volume” activities that created an operational headache for Santam, increased costs, and lengthened fulfilment timelines.

In other cases, certain intermediaries were accessing the Santam mainframe directly – which was not a user-friendly solution, created unnecessary complexity, and posed vulnerability problems.

The Solution

Santam took a broad, enterprise-wide view of its IT environment. It decided to hinge its modernisation programme on three flagship projects: Upgrading the mainframe computing system (using Guidewire as the policy management platform), integrating Microsoft Dynamics CRM, and building a new Web-based Extranet for all intermediary interactions.

It selected Intervate to develop the Extranet portal – using SharePoint 2010 to expose a number of enterprise services in an intuitive interface available to intermediaries from anywhere in the world.

At the heart of the solution lies an enterprise service bus (ESB) which pulls together 16 disparate systems, unifying and then surfacing them in a user-friendly and highly secure way via the Extranet. This form of SOA-based implementation means intermediaries are able to access a wide range of services – from booking new business, to modifying policies, to submitting and tracking claims

The screenshots below show various processes from a quote request, claim ticket and claim status.

Read More and Download the Customer StorySantam Extranet Broker Portal




Mediclinic reinvents Doctor communication with Microsoft SharePoint







Business Problem

Mediclinic strives to provide globally benchmarked patient safety and care that lives up to its brand promise of ‘Expertise you can Trust’.

Regular and reliable communication with its extensive network of doctors and medical practitioners is therefore a vital factor to Mediclinic’s ongoing success. As such, it is critical that the organisation consistently endeavours to align its interests with the healthcare practitioners responsible for patient care.

Although Mediclinic’s traditional communication system of network marketing managers, newsletters, emails and roadshows had proven effective in the past, the organisation had a marked requirement for a dynamic and secure platform that doctors could use at any time to access general and individually tailored content authored centrally by Mediclinic.


After careful evaluation, Mediclinic made the decision that Microsoft SharePoint would be a fitting platform to facilitate secure information and document sharing with its network of doctors and healthcare services providers.

The screen shots below show the Doctors’ landing page and the profile page of the tablet sized application.

Read More and Download the Customer Story: Mediclinic Doctors Portal