El problema
A financial services company serves hundreds of different financial and accounting services customers. The company has made acquisitions during the last five years, leading to three ERP systems with different processes and lifespans. The company launched a new strategic aim to have a unified way, processes, and systems for all their customers in search of productivity and efficiency. As two systems were at the end of their lifespan, they decided to replace three underlying legacy ERPs with one unified cloud-based ERP system. The customer needed visibility on how processes happened before system transformation, and they needed to have updated process blueprints, which they found non-useful. Due to the timeline, creating those process blueprints or analyzing the current state wasn’t an option. In addition, customer teams were scattered into 10 locations, which complicated any analysis. The IT system landscape also made system-based data analysis of operations problematic:
- Three legacy systems in one ERP
- Without an underlying process understanding
- No way to control and manage the new deployment
La solución
The customer chose to focus on centralization, control, and ease of management in the new deployment. During the rollout, the customer wanted to focus on monitoring four core sub-processes to keep business ongoing as well as start to optimize processes immediately.
- Sales invoice processing
- Purchase invoice handling
- Expense claims
- Travel claims
E - Eliminar La Inteligencia de Procesos de ProcessMaker revela trabajo superpuesto, duplicado e inútil en los pasos del proceso para un trabajo más significativo y retornos más rápidos. S - Estandarizar La Inteligencia de Procesos de ProcessMaker muestra los métodos de varios equipos para identificar la forma de trabajo más efectiva y convertirse en una organización totalmente optimizada. A - Automatizar La Inteligencia de Procesos de ProcessMaker revela trabajo manual en aplicaciones empresariales para mostrar pasos de proceso rápidamente automatizables y flujos de trabajo largos para RPA.
