Every
Services Industry today, finds a need to on-board a Customer/Client/Supplier
into their organization. But on-boarding a Customer along with maintaining a
trustworthy alliance with them is a key to successful on-boarding completion.
This is a difficult task if managed/processed manually, but not anymore when
you have Oracle Cloud Solutions available.
Oracle’s
PCS (Process Cloud Services) offers key features to help simplify this On-boarding process. With Business-driven rapid process design -automation, Powerful interactive dashboards,
rich alerts, and guided troubleshooting, developing an entire process within
days is achieved.
- Customer On-boarding process defines the procedures for
requesting and creating the customer and supplier master files in order to
maintain an accurate and reliable database.
Below are the roles and their
responsibilities required for the on-boarding:
Trader
|
Submits request along with providing Credit Limit, Risk Rating
for the Customer, Documents/proofs required for onboarding.
|
CM
|
Credit Manager provides Financial Info & recommendation for
new supplier customer.
|
BI
|
BI provides professional track record, reputation, and network.
He also assesses the different tangible assets of new customer supplier
|
HOT
|
Can accept or reject
|
CFO
|
Can accept or reject
|
CEO
|
Approval required only if the Credit Limit id above 1M$
|
Accountant
|
Creates profile. Completes Onboarding process.
|
Process Flow
- With PCS v2.0, Integration with
DOCS (Document Cloud Services) provides the functionality of Content Store
within PCS.
- Easy document uploading, viewing
and authorization for users to specific document folders is achieved using PCS
v2.0 integration with DOCS.
UI Screenshots: The UI(Request forms) are created using Web Forms and JavaScript in PCS.
The UI(Request forms) are created using Web Forms and JavaScript in PCS.
More use cases on PCS will soon follow. :)