Manual and Excel based operations had to be replaced by a central application due to growing number of transactions and complexities involved. The new application needed to be accessible to all executives with proper security and access levels. Daily 500 transactions were to be downloaded from the principal’s system, auto allotted to respective teams, unified window for document and forms was required with content and form fields, input data and verification entries. As part of the day-end run, all the payment transactions were to be uploaded in the principal’s system with necessary MIS and notification.

Business processes were changed frequently, and hence bespoke application development was difficult.
quickBPM provided the flexibility required to handle these business process changes very quickly. We converted the existing excel-macros using qbBR and included all business rules and validations in the process workflows. A multiple allocation algorithm was used to efficiently allocate cases to executives based on criticality, priority, current workload and process knowledge. Using quickBPM we also helped the client create a common framework of masters and transaction files. This ensured faster automation of other client processes too.The auto reporting feature of qbReport helped the client manage expectations of stakeholders and ensure control over operations. Various MIS reports requested by the client were generated to track operational efficiency. qbDMS allowed the client to manage their documents as part of the workflows. The drill-down charts functionality within qbDigi helped the client analyse the data more efficiently, resulting in optimizing their resource utilisation by 60% and improve the efficiency of the claims processing department by 40%.

The Organisation has a unique procurement process. The end users email Excel sheets of items and quantities to the Central Purchase Team (CPT). The Central Purchase Team consolidates the item wise requirement and floats it for pricing to its vendors. The vendors put down the cost next to every item of the excel sheet and email it back to CPT. The vendor response is consolidated, comparison sheets are prepared, approval sought, and orders are placed. The entire process being manual, there used to be lots of delays and errors. Clarification and information provided to one vendor had to be passed to all vendors to maintain transparency. Rate contract items had to be tracked for delivery and timely renewals. Vendor P-Q and rating functionality was crucial. The entire process needed to be automated.

The entire process was automated using various quickBPM components which ensured smooth execution of processes by system, triggering the next process in the sequence, deciding the responsible employee etc. The employees were notified about their task through TaskTracker and a consolidated work desk ensured that all important activities were completed in time. Downloading and uploading excel sheets into and from structured database was enabled by quickBPM excel connectors and database. The items/pricing information which was floating in unstructured manner through excel sheets and emails, got converted to structured system options. Quotation Comparison generation became more accurate and less time consuming.
Rate contract renewal was system generated and this helped reduce delays in Contract renewal. Data driven vendor rating helped in focused vendor development.quickBPM improved the efficiency and transparency of the Procurement and Contract management process significantly.
The customer has placed an order to automate their ‘Legal Agreement Approval’ process using quickBPM.

With 18 locations and 84 sales executives across the country, it was imperative to set a price approval process to prevent revenue leakage. Each hierarchical level of different business units is authorized to sanction a certain discount percentage considering the derived profit. Every approval case had to be routed to the specific authority level and employee. Proper allocation algorithms, approval control, documentation, audit trail, notification was mandatory to ensure that sensitive aspect like pricing and discount are controlled properly.

Selection Process: Bespoke application development time was around 3 months. For 4 processes it would have taken minimum 10-12 months. After a comprehensive study of available BPM products, the client decided to use quickBPM for its ease of use and our implementation process.
The entire process was mapped with our Designer components, qbProcess and qbForm. The complex pricing approval matrix was handled by qbBR (Business Rule module). qbAuth module ensured security and access control which was crucial for this application.Integration with MS-AX was completed successfully to ensure master data consistency.Turn Around Time was defined and tracked by qbBAM ensuring that all approval requests are processed within the stipulated timeframe. It took us just 3 weeks to complete the process automation for the Approval process.
We are in the process of automating additional 4 processes (Secondary Sales & Stocks, EVof, Product Configurator and ERP Item code generator) for this client.

The B2B Marketplace has a subscription model-based revenue generation where the Operations and Sales teams must work in tandem. The Sales team is responsible for Prospect Registration. The Operations team is responsible for maturing the prospect by precise requirement forwarding and buying parameters. Prospect is auto transferred to sales once matured and sales team converts it into a customer. In addition to the above the existing customer base needs to be serviced too for repeat business. With the increasing number of customers, manual processes were falling apart, and quick automation was required. An additional requirement was for the application to be flexible enough to be finetuned as the business processes evolved.

This was a unique requirement and had to undergo several iterations since the customer was a start-up Organisation with no process maturity. quickBPM automated the entire process within 3 weeks.
The automated process was integrated with the marketplace web site for registering prospects. The prospect P-Q process was established along with necessary approval mechanism. Prospects above a certain score were automatically moved to the operations basket. The forwarding and buying patterns were defined through business rules and executed through qbEngine.
Maturing prospects and automatically moving them to sales basket became more efficient and needed minimal intervention. qbAlert ensured the sales team is being notified about prospect processing. All sales interactions are being tracked and monitored through qbForm interfaces. Key Account servicing is now being prompted by the system. Implementing quickBPM helped increase revenue by 10% and optimised manpower by 30%.

The Capex approval process for New, Replacement, Revision and Scrap items was executed manually. CAPEX budgets are finalized at the beginning of the year and every approval is linked to the annual budget. Budgets can be re-allocated by Finance heads across cost-centres and locations. The internal complexities of the process were not being addressed by available BPM products in the market.
The management was not ready to change the prevalent Capex Approval process and wanted to automate it as is to ensure controls are maintained. Capex approval workflow had varying responsibility roles. Rejections/rework at every stage had to be addressed. The final approval was required from the MD before the Capital item could be procured.

quickBPM workflow engine was flexible yet robust enough to handle multiple iterations of a single request. qbEngine and qbForm were able to handle the multiple iterations of a Capex Request based on the acceptance/rejection/rework comments from the different approvers.qbProcess allowed the users to attach documents related to pricing and quotations at every stage. The approvers were able to review the attached documents before approving the request within the System. On approval the request would automatically be forwarded to the next level for approval, till all approvals had been completed. qbBR (Business rules) enabled proper budget allocation and consumption for each Capex item booked.
Transaction management capability enabled budget reallocation and cancellation.qbWorkDesk provided a single window to all business users for managing the Capex activities. qbBAM (Business Activity monitoring) helped to identify process bottlenecks and rectify these bottlenecks. Overall process improved by 15% with the first version of automation of the Capex management process. The client would like us to review and fine tune the process after six months to achieve further improvements.