Copyright 2008 Global 360, Inc. All Rights Reserved www.global360.com
Presentation of Success StoryRobert Lang
3
About Carlson Marketing
• Specialize in Travel, Meeting and Event planning
• Travel Proposal Request – The Process• Managing the process
• Tracking the costs
• Calculating budgets
• Creative requirements
• Destination planning
4
The Challenge• Time consuming, paper-based processes
• Difficult to aggregate information and ensure consistency in captured data
• Cumbersome to enforce form or data requirements
• Complex collaboration requirements between multiple departments and individuals
• Manual hand-offs between departments
• Complex approval process
• Difficult to quickly deliver proposals that meet all the needs of the customer
• Multiple and changing travel destinations
• Last minute changes
• Budget constraints
• Quick quotes
• Create a single solution across multiple departments, countries and languages.
• A need to utilize in-house IT for the administration, development, support and maintenance of the new system
5
The Solution• Professional Services Engagement
• One week process discovery
• Presented the solution vision
• Converted their manual and paper-based Travel Proposal Request (TPR) process into an electronic business process management (BPM) system and automated the routing of all work requests related to the proposal process
• The solution utilized the following software:
• Process360 BPM software suite
• Workflow and User Interface applications
• Microsoft Office SharePoint Server 2007
• Intranet portal
• Microsoft Office InfoPath 2007
• Form creation and data gathering• Microsoft SQL Server 2005
• Data collection and reporting
7
InfoPath – Data Entry & External Lookups
External External LookupsLookups
StandardizationStandardization
Data EntryData Entry
12
SharePoint – User Interface
ToolbarToolbar
Folder ItemsFolder Items
AttributesAttributes
NotesNotes
14
SharePoint – Creating, Assigning & Notification Work
Email NotificationEmail Notification
Creating Work ItemsCreating Work Items
17
The Results
• Faster processing of proposal requests
• Better accuracy in data collection
• Greater elimination of rekeying of data
• Consolidation of data into a centralized database system
• Improved turn-around time by 29 percent
• 7 days to 5 days
• Reduction in the number of personnel required to process a request by 19%
• 27 people to 22 people
• Ability to identify and address bottlenecks in the process
• Dynamically reconfigure and reassign staff to optimize work
• The first of many projects that will utilize Global 360 suite of products