Real World Process Examples: BPM for Energy Procurement

Business Problem: Our manual RFP process for buying energy was exceedingly expensive. All pre-bid, bid, and award activities involved extensive use of phone, email, fax, and spreadsheets. We lacked readily available reports to provide visibility into the process for auditors and appointed energy supply supervisors. The process was error prone; procurement teams spent long hours managing and tracking procurement-related documentation.

Process Players: Procurement coordinators and teams, Legal/Compliance team, System Administrators, Senior Management

Process Steps: Our BPM Energy Procurement System is a web based application covering our expression of interest process (EOI) process, our pre-bid qualification process, our bid process, and our award process. Based on the jurisdiction of the RFP, the system automatically sends tasks to the appropriate Coordinator Group. All users belonging to that group see these tasks appear in the task list of their dashboard. The first user to accept a task becomes the task owner. The task then disappears from the other user’s task lists. The tasks are forms-driven, with the system coordinating workflow across teams based on particular events in the process. Automated email alerts enforce time thresholds.

Process Benefits: With the implementation of our BPM Energy Procurement System, the process of procurement has become greatly simplified and automated. The simple and interactive user interface made adoption of the new system easy and fast. Tasks are now more efficiently distributed and carried out thanks to workflow and policy enforcement. Employee productivity has increased.

*Sources and References:
Appian

Facebooktwitterlinkedinmailby feather

Real World Process Examples: BPM for Arrears Management

Business Problem: We had manual Arrears Management processes involving report outputs from systems that were translated into spreadsheets and then manually transformed. We automated these processes with BPM to gain efficiencies, provide better customer service, and achieve higher yields in collections.

Process Players: Account Managers, Supervisors, Senior Manager/Director, Payment Processors, Ongoing Administrators

Process Steps: Daily reports are sent to the Arrears Management System with the information for all delinquent accounts. This information is used to create new Arrears cases, which are given a scheduled call date, and placed in the daily call work list. A Supervisor reviews the list of arrears cases, and determines which group of cases an Account Manager will work on. The Account Manager applies filters and then selects the first case from the new list, reviews the Case Dashboard for background information, and calls the client. The system also schedules the distribution of different types of mail outreach to clients depending on the status of their account. This account status is tracked by the system, kicking off appropriate actions along the way. When the client’s account becomes current, the arrears process ends.

Process Benefits: Our Arrears Management BPM System handles all workflow and task coordination for all aspects of identifying arrears accounts, contacting the client, making payment arrangements, and keeps a diary record of all client-facing interactions and related documents. When the client’s account becomes current, the arrears process ends.

*Sources and References:
Appian

Facebooktwitterlinkedinmailby feather