Depth 10.2.1 · Process automation · Level 4
Back office workflow rebuild
A back office workflow rebuild takes one manual process, such as invoice intake or order exceptions, and rebuilds it around the systems you already run, so routine cases pass through without hands and exceptions reach a named person with the context attached.
Specification
- Input
- A walkthrough of the process as it runs today, sample cases including the awkward ones, and access to the systems involved.
- Method
- We record each step and decision of the current process, separate rules from judgement calls, automate the rules, and route judgement calls to a queue with the case data attached.
- Deliverable
- The rebuilt workflow running in your accounts, a step map of the old and new process, and an alert when a step stops moving cases.
- Measured by
- Cases completed without manual handling, and exceptions waiting longer than the time you set.
What the file contains
- Current process map
- Rules and judgement split
- Automated workflow
- Exception queue and alerts
Part of Process automation.
Ask about the back office workflow rebuild
Tell us which systems it should cover. We reply with the access we would need and what the first version would contain.
Ask about this deliverable
A written reply, no call needed.