MENU Process Improvement and Redesign for Public Pension Systems – NEW DATES
A Five-Module Professional Development Program
By redesigning your organization’s critical processes, you can:
- Serve more members with the same or fewer resources
- Achieve great results from a major IT investment
- Standardize best practices and train new employees
- Cut administrative costs without cutting service
Available as a public training program (live, online) or as a private workshop at your location. The next public cohort begins on February 24, 2026
Education Based on Real-World Results
For more 25 years, Orion has been a trusted resource for pension systems from coast to coast.
Program Structure
This live, online training series consists of five interactive modules. You can attend any individual module or enroll in the entire series at a discounted rate. Students who enroll in the entire series will also be granted free access to select Orion self-paced webinars for 30 days.
Each module is four hours in length, including exercises and breaks. Training is delivered via Zoom, led by live, expert instructors. (Your organization may also bring this training onsite as a customized program.)
Modules include:
- Identifying Impactful Improvement Opportunities
- Which performance gaps matter most?
- Root cause: Bad inputs or bad process design?
- Mapping Public Pension Processes
- Using the process mapping toolkit
- How to facilitate mapping sessions
- Streamlining Pension Processes
- Eliminating non-value-adding activities
- Improving workflow to be more efficient and scalable
- Innovation and Process Elimination
- Devising out-of-the-box solutions
- Removing unnecessary exceptions and processes
- Change Management and Success Metrics
- Earning buy-in for the new process/technology
- Measuring and sustaining performance
Click here to view the comprehensive outline.
Examples of Process Redesign Benefits Realized at Public Pension Systems
The techniques taught in this program generated dramatic improvements in productivity, member service, efficiency and employee satisfaction for systems in Iowa, Ohio, Maine, Michigan, Indiana, Wisconsin, Delaware, Missouri and Virginia. Specific outcomes include:
- $2 million dollars in annual operational savings
- Ability to manage 30% increase in volume without increasing headcount… prior to IT implementation
- 25% reduction in time to onboard new employees
- Freed 70.5 FTEs from low-value work and redundant activities
- Slashed volume of help desk calls by re-mapping logic in member portal
- 50% reduction in time to cut first pension check
- 42% reduction in operational processes and accompanying lower costs for automation
- 60% reduction in time to vet new fund managers
- 35% lower administration cost compared to peer median
Learn From the Best:
Bob Boehringer and Ralph Smith
Bob Boehringer is Vice President of BPM Services and the author of many of Orion’s key seminars, including Process Mapping & Systems Thinking — the de facto standard of the industry. Bob has trained more than 30,000 professionals over the last 30 years. He was also a leader of process redesign projects for Michigan ORS, Ohio PERS, Indiana PRS, and Delaware Pensions.
Ralph Smith is Vice President of Strategic Services. For more than 25 years, Ralph has been an instructor of choice for the professional development departments at respected universities from coast to coast. Ralph facilitated the development of strategic plans and scorecards for Indiana PRS and DCRB. He was also the process redesign and change management leader during end-to-end improvement projects at Michigan ORS and Ohio PERS. In the private sector, Ralph facilitated a process documentation and streamlining initiative for Fidelity Investments.
“I love this so much!! Even with the pivot to online learning, this is so much fun, and so engaging!”
–Continuous Improvement Manager
Why Build Internal Expertise?
BPM is the most important discipline in business today. More than just a set of performance improvement techniques (e.g. Six Sigma, Lean), it is the glue that integrates strategic initiatives, IT transformations and day-to-day operational excellence.
Don’t wait for the next IT upgrade. Don’t leave your organization overly dependent on costly external consultants. Equip your team with the skills to lead change from within.
When you build internal BPM capability, your organization can:
- Serve more members with the same or fewer resources
- Improve member satisfaction and agency reputation
- Maximize the ROI from IT investments
- Standardize best practices and onboard staff more quickly
- Reduce administrative cost per member served
- Optimize FTEs while raising service levels
Enroll a team of key players today or contact Orion to discuss customized training and coaching options for your organization.
Each module runs from 12:30 p.m. to 4:30 p.m. Eastern Time
Standard fee = $600 per person per module or $2,500 per person for the 5-module series. Series fee includes on-demand webinar access.
- Identifying Impactful Improvement Oppt. – Tuesday, Feb. 24
- Mapping Public Pension Processes – Wednesday, Feb. 25
- Streamlining Pension Processes – Thursday, March 5
- Innovation and Process Elimination – Friday, March 6
- Change Management & Success Metrics – Friday, March 13