Compliance Management as a Competitive Advantage: Helvetia’s Approach with ADONIS and ADOGRC

Rising regulatory pressure is a challenge for every organization, but at Helvetia Group Asset Management, it sparked an opportunity. By adopting the BPM tool ADONIS for process management and the GRC platform ADOGRC, Helvetia moved beyond basic compliance. The result: smarter risk management, greater transparency, and compliance processes that now support broader strategic goals.

Keep reading to find out how Helvetia made it happen and what other organizations can learn from their approach.

Helvetia Group Asset Management oversees the assets of Helvetia Insurance in Switzerland. As part of a highly regulated industry, they face strong pressure to manage operational risks transparently and sustainably. One of the core challenges was connecting compliance management, risk controls, and oversight processes in a way that ensured both transparency and legal alignment.

Helvetia opted for comprehensive digitalization to optimize its compliance and risk management processes. The choice fell on the BPM tool ADONIS for process management and the GRC tool ADOGRC for workflow-supported management of regulatory requirements.

The core measures:

• Clear process modeling: Standardized, documented processes ensure transparency and traceability. The visual representation makes it easier to understand regulatory requirements, increases efficiency and reduces errors.
• Preventive risk minimization: The platforms enable proactive management of risks and control mechanisms, allowing potential weaknesses to be identified and remedied at an early stage.
• Optimized collaboration: The open platform gives all teams access to reliable compliance data, promoting transparent and efficient collaboration.
• Rapid implementation: The compliance strategy was successfully implemented within a few months – with standardized processes and targeted training for a smooth transition.

This practical approach has paid off at Helvetia. The combination of structured process modeling, clear responsibilities, and preventive risk management has significantly strengthened the company’s compliance strategy.

When processes are clearly documented and easy to follow, people work with more confidence. At Helvetia, visualizing compliance workflows has helped teams react faster to change and make better decisions. By connecting compliance and risk management in one system, regulatory requirements are no longer treated as separate tasks. They are embedded into the way the business operates.

Hint: Discover 6 key steps for successfully introducing compliance management in your organization.

An efficient compliance strategy ensures regulatory adherence, improves internal workflows, and helps reduce organizational risk. At Helvetia, the introduction of ADONIS and ADOGRC has brought greater transparency to compliance processes and streamlined how they are managed across the company.

The introduction of ADONIS and ADOGRC has led to measurable improvements:

• Reduced coordination effort: By switching to automated workflows, Helvetia made its compliance and risk management processes more efficient, auditable, and less prone to errors.
• Time savings: Clear processes and regulated responsibilities speed up decisions and approval procedures.
• Sustainable transparency: All parties involved have access to up-to-date and reliable information at all times. Complete documentation strengthens the trust of internal and external auditors.
• Greater acceptance: Increased employee involvement and a clearer understanding of compliance processes helped strengthen the compliance culture across the organization.

Hint: Learn about Helvetia’s tried-and-tested solutions for “Effective Risk Management”.

With the integration of ADOGRC, Helvetia is taking a strategic approach to expanding compliance and risk management. The company is now extending the gained transparency and efficiency to other areas of the organization.

Helvetia Group Asset Management shows that compliance is not just a regulatory obligation, but can be a real competitive advantage with the right strategy and the right tools.

In order to meet the increasing regulatory requirements and at the same time increase efficiency and transparency, Helvetia relies on two central solutions of BOC Group:

The BPM tool ADONIS: This Business Process Management (BPM) solution enables the detailed modeling, analysis and optimization of processes. Process Modelling and Process Documentation helped Helvetia streamline its workflows and seamlessly integrate regulatory requirements into the business strategy.

The GRC tool ADOGRC: This Governance, Risk & Compliance (GRC) tool provides a comprehensive platform for managing risks and regulatory requirements. It enables centralized control and monitoring of compliance activities, helping organizations identify risks early and address them in a targeted way.

The implementation of these solutions established a reliable database that now serves as a single source of truth. With consistent, up-to-date, and well-founded information available to all relevant stakeholders, decision-making has become faster and the quality of compliance management has improved significantly.

Helvetia Group Asset Management shows how the right tools and a clear strategy can turn compliance into a real advantage. With ADONIS and ADOGRC, they’ve streamlined processes, increased transparency, and improved how risks are managed. The result is faster decisions, smoother collaboration, and a setup that supports ongoing regulatory alignment.