Case Study: Modernizing Lease & Financial Processes with Pega Low Code

Organization overview

A global financial services organization employs approximately 15,000 people worldwide, with around 1,200 staff dedicated to operations in the Netherlands. The CIO and Enterprise Architect, accountable for digital transformation, operational efficiency, and system modernization, recognized the need to streamline internal workflows and accelerate delivery.

 

Business challenges

The organization grappled with:

• Fragmented and inefficient workflows, especially across lease and financial operations.
• Slow time-to-market for process changes and applications.
• Inconsistent user interfaces and process executions across departments, resulting in exceptions and ad hoc handling.
• The CIO and Enterprise Architect identified these pain points and enlisted their internal teams to seek a low-code solution to standardize, accelerate, and simplify application delivery.

 

Why Pega Low Code was selected

Following an evaluation, the leadership team opted for Pega Low Code (Pega Infinity) due to several compelling benefits evidenced by research and vendor materials:

• Rapid value delivery: Low-code with visual, model-driven development and drag-and-drop configuration accelerates deployment and reduces reliance on manual coding.
• Standardized UI and uniform workflows: Pre-built, reusable components enable the creation of consistent application interfaces and repeatable processes across departments.
• Greater agility: Pega facilitates quick adjustments to applications and workflows in response to evolving requirements.
• Cost efficiency and return: Forrester research indicated an ROI of nearly 600%, with multimillion-dollar productivity gains over three years using Pega Low Code.
• Fit for smaller, standardized processes: Organizations using low-code often have smaller, standardized processes and benefit from streamlined configuration and faster go-live.

 

Pilot: Proof of Concept (PoC)

Before full rollout, the client initiated a POC. They engaged BPM Company in collaboration with Pega to develop a mini-application demo. The POC showcased how key lease-processing tasks could be modeled visually, configured rapidly, and delivered an efficient, standardized UI.
The POC proved highly effective, demonstrating speed, clarity, and alignment with operational needs. Consequently, the project moved to full implementation.

 

Implementation phase

Project setup

• Project planning: BPM Company crafted a detailed project roadmap.
• Team formation: Enabled with BPM business analysts working alongside client stakeholders, while dedicated Pega devops engineers focused on low-code solution design and build.

Workflow definition & design

• Business analysts worked with internal teams to document and define existing lease processes and user stories.
• Concurrently, Pega System Architects leveraged low-code modeling to translate these requirements into functioning applications efficiently.

Rapid Build & Configuration

• Thanks to low-code, functional stories were configured quickly via visual tools rather than traditional coding.
• Implementation progressed rapidly, with rapid iteration and early testing facilitating refinements and alignment with user needs.

 

Why BPM Company was selected

BPM Company brought deep experience with Pega implementations, particularly in the financial domain, combined with domain knowledge of lease and financial operations. This blend of technical skill and relevant business understanding made them a trusted partner for delivering fast, effective solutions.

 

Benefits delivered to the client

Based on Pega documentation and broader industry findings, the client realized significant advantages:

• Improved and consistent work processes: Uniform workflows and UI delivered via low-code streamlined user experience, reduced exceptions, and standardized operations.
• Faster time to value: Configuration-based development and reusable components enabled rapid deployment of applications and changes.
• Cost efficiencies: Reduced development effort and standardized workflow brought down ongoing maintenance and training costs.
• Visual modeling enhances stakeholder alignment: Pega’s visual “talk-through” layouts allowed stakeholders to see workflows and decision logic, making process improvement easier and more collaborative.
• Platform for continual optimization: Low-code plus Pega’s case management and AI-driven decisioning (e.g., Next-Best-Action) create a foundation for ongoing process optimization, agility, and smarter operations.