BPO Primer
BPO Primer
BPO Primer
Performance
Service Delivery
Potential
Cost Leverage
‘Post-Enrolment’
Weekly Quarterl
Faster query and complaint Skews y Growth
Stretc
h
HOT Role
resolution Learni
Activity ng
creation of an integrated,
customer-centric ‘end to end’ A n n u a l B u s in e s s T a r g e t o f C a r d s in F o r c e 1 ,3 0 ,0 0 0
included: E x p e c te d N u m b e r o f D M A V is its p e r m o n th
D e s i r e d P r o d u c ti v i t y o f S M
V is its
75%
Credit card issue T im e S p e n t P e r D M A V i s i t i n c lu d i n g t r a v e li n g 1 5 3 m i n u te s
tim e
Billing and payment T h e T o t a l ti m e e x p e c t e d t o b e s p e n t i n D M A
v i s i t f o r A A c l a s s to w n 1 8 3 6 0 m in u te s
Special services
T h e T i m e a v a il a b l e p e r S M f o r D M A v is it in a
Query and complaint handling m o n t h @ 4 3 1 m i n u t e s d a il y 1 0 7 7 5 m in u te s
N u m b e r o f F T E fo r e c a s te d b y S a le s 60
EOD
physical paper flow from 500 EOD EOD EOD
feet to 20 feet After : End to End Assembly Line based on FIFO & single piece flow
Through … D a y 8 - 1 5 o r d e la y e d
2
Processor has to do
upstream work of trip
W rit e t h e J D E
ge n erate d P V
and batc h # on
t h e in v o ic e
Sa me d a y o r n e xt d a y
R u n T D S in
JDE
D o “P y m t
m a t c h in g ” b y
g o in g t o ‘P y m t
results in additional work
2 J D E p rin t o u t s
& 1 D B p rin t o u t
a t t a c h e d w it h
3
closure s u m m a ry s h e e t
S S C D B s c re e n ’ s u p p o rt in g s
Processor
N in p u t s c re e n * S e le c t y o u r n a m e
* R e g io n c o d e b a s e d o n * U p d a t e d e liv e ry
expectations
f ro m lis t & u p lo a d
C lo s e t h e t rip s o “ s u p p lie d t o ” lo c a t io n lo c a t io n t o W A D J D E s p o o l f ile t o D B
t h a t it w ill s h o w in * A m o u n t le s s d e d u c t io n if a n y s o c h e c k is s e n t
* C lic k o n s e le c t
J D E an d c a n b e * I n v o ic e d a t e a n d G / L d a t e to W AD
Y re p o rt s & t a k e p d f
m a tc he d
p rin t o u t
C re a t e b a t c h f o r p a y m e n t s
* I f e x p e ns e c od e fo r * G o t o ‘R e v ie w p a y m e n t s ’
n e w C F A / f ille r h a s n o t Information on processing s c re e n
* G o t o ‘V ie w p y m t s ’
* T a k e p d f p rin t o u t s
C h e c k w it h S C o n in v o ic e & s e le c t it b y * P u t t in g a
than being generated by JDE G o t o ‘C O S - I n t e rf a c e
Processor
T h is h a s to b e d o n e a n y tim e
because SC a fte r th e P V h a s b e e n
c re a t e d b y h im / h e r t o
G / L t o e n s u re a ll
* D u e d a t e is n o t 0 0 0 0 0 0 - t h is is a n
u n re s o lv e d b u g in f re ig h t a u t o m a t io n in J D E
t o c o rre c t d u e d a t e
* T h en c om e o u t o f
P V ’s c re a t e d in J D E * I f d u e d a t e f o r a P V is 0 0 0 0 0 0 , t h e n T D S t h a t J D E s c re e n
does not do it c r e a te d b u t b e fo r e m o n th - a re p o s t e d t o t h e G / L w o u ld n o t h a v e ru n f o r it a n d re -ru n T D S
e n d c lo s e to e n s u r e it is
In majority of cases, some Entering each PV to check for due
Standardized processes with
*E n te r i n g e a c h P V to c h e c k i s a
re fle c te d in th e G /L t e d i o u s p ro c e s s
correction is needed date error created by JDE due to
resulting in all amounts problem with freight automation
follow-up
Higher confidence of the stake
holders in the model leading to Tier 1 Tier 2 Query
processing processing handling desk
increasing use of the shared
services model 10-12 people 5-7 people 2 people
key risks
Master creation along
will not update any codifier option for linkage
with Party details
information not provided to Urbis.
(Email from dealer)
in hard copy print out
Basel II requirements
will group under existing mail to Originator of CP
group or will create new master creation
group
Settlement related data
updated
1.Swift capability and
on the floor
4.CLS updated in required to be checked details creation
specified in mail
codifier
Senior management
INTER-BANK
Process :
Incorrect information
Master Desk does not
update Codifier which
links CP in K+ to Urbis
updated in CP Master / Direct access in
operations INPUTSnot
authorization PROCESS OUTPUTS
URBIS to change CP
received
Master desk will details
Master Desk will update
receive request for
details in K+. Master Desk Master desk will update
Master creation along
will not update any codifier option for linkage Master Desk does not
with Party details
RTGS
the as the case may be)
Swift no.
2.Whether CP to be Master desk will send
Will update Nostro details
settled through CCIL Maker informs checker mail to Conf team
in Correspondent screen
3.Nostro details verbally of CP details confirming Nostro
and select it as default if
4.CLS updated in required to be checked details creation
specified in mail
codifier
Line Manager
Is th e cla im ed am o un t
w ithin the a pp ro val lim it Lin e M an ag er a pp ro ves
Lin e M an ag er ve rifies th e
a s p er D ele ga tio n A utho rity th e fo rm a nd fo rw ards it to
No de ta ils a nd a pp ro ve s the
S he et (U B S /IS C /E R P / C E O/C F O for a pp ro va l
fo rm
11 1 2 1
10 2
9 3
T im e T = 0 F o rw ard s th e ap prove d
(U B S /IS C /E R P /E C F ) w ith the
da y E x pe ns e C la im F orm an d D isc us se s w ith F in an ce
T ak es p re -a pp ro val d etails lik e na me , GP IN , co st
Employee
s up po rting s to Fin an ce a nd if req uired , m o difies or
No
Finance
T ak es th e print o ut of th e R eg ister’ in S A P is a nd e ntrie s m a de in S A P H an ds o ve r the c he qu e to
T ak es s ign atu re o n th e
P a ym en t P ro po sa l to reflec tin g the v en do r a re v erifie d a ga in st ea ch the b an k rep re se ntative
c he qu e fro m tw o
ve rify the d etails b efo re b ala nc e, a nd th en o th er b y tw o ch e cke rs o f w hic h is the n cred ite d in to
a uth orize d sig na to ry
storing the en tries in S A P m a nu ally p re pa re s the F in an ce d ep t. as pe r e m plo ye e a/c
c he qu e m a ke r-ch eck er p olic y
7 6 5
2
4
3
T im e, w ithin
T = 7 da ys
F ile s the e xpe ns e cla im
fo rm , su pp ortin gs , p rin t-
U p da te s the C he qu e
R e qu isition S u m m ary
P ro c e d u re
• E m p l o y e e f i l ls t h e e x p e n s e s c la i m f o r m f o r c l a i m i n g r e i m b u r s e m e n t o f b u s i n e s s
S u b m is s io n a n d a p p r o v a l o f E x p e n s e s C la im F o r m .
6 .1 .2 . T h e r e a f t e r , E m p lo y e e f il l s i n t h e d e t a i l s o f e x p e n s e s in c u r r e d i n e x p e n s e s c l a i m
f o r m a s f o l lo w s ( R e f e r t e m p l a t e : - U B S / I S C / E R P / E R P ) .
E m p lo y e e s u b m it s th e expenses c la im fo rm a lo n g w it h th e s u p p o r t in g
L i n e m a n a g e r v e r i f i e s t h e c la i m f o r m , a g a i n s t t h e s u p p o r t i n g d o c u m e n t s a n d
a p p ro v a l li m i t as per th e d e l e g a t io n a u t h o r it y sheet ( R e fe r te m p la t e
U B S / I S C / E R P / D A S ) . B a s e d o n t h i s , t h e L in e m a n a g e r a p p r o v e s o r r e j e c t s t h e
6 .1 .4
e x p e n s e s c la im f o r m .
I f t h e e x p e n s e s c la im e d a m o u n t i s w i t h i n t h e a p p r o v a l li m i t , L in e m a n a g e r
a p p r o v e s t h e b il l a n d f o r w a r d s i t t o t h e e m p lo y e e .
I f t h e c la i m e d a m o u n t is g r e a t e r t h a n t h e a p p r o v a l l i m it , L i n e m a n a g e r f o r w a r d s
th e a p p r o v e d f o rm t o th e C E O / C F O f o r a p p r o v a l.
internal customers 6 .1 .5
6 .1 .6
E m p l o y e e f o r w a r d s t h e a p p r o v e d f o r m a n d s u p p o r t i n g d o c u m e n t s t o f in a n c e
d e p a r t m e n t . I n c a s e L i n e m a n a g e r is o n s it e , e m p l o y e e a t t a c h e s t h e p r in t o u t
o f a p p r o v a l e - m a il .
F i n a n c e d e p a r t m e n t v e r i f i e s t h e e x p e n s e s c l a i m a g a in s t s u p p o r t i n g d o c u m e n t s
a n d a p p r o v a l l im i t s f o r f u r t h e r p r o c e s s in g .
6 .1 .8
F in a n c e d e p a r t m e n t , i f r e q u ir e d , a s k s
m o d i f ic a t io n i n t h e e x p e n s e s c la im f o r m .
th e e m p lo y e e f o r c l a r if i c a t i o n
E m p l o y e e , i f r e q u i r e d , m o d if i e s t h e d o c u m e n t s a s p e r t h e f i n a n c e d e p t . a d v ic e
a n d r e s u b m it s . .
or
projected loads
Software
Software Entertainment
Entertainment
•• Ramco
RamcoSystems
Systems •• Adlabs
Adlabs
•• Aztec
Aztec •• Zee
ZeeTelevision
Television
Collaborative consulting
Knowledge about the Indian market
Partnering in implementation through hands-on experience
Creating ownership & empowerment for the change process
Transfer of competencies to the client organization
Contact:
Salil Agrawal
[email protected]
Phone: +91 9810064535