eSign & car rentals

Digitally sign reservation formSharing & archiving signed documents

Flowchart overview of process

1. Improve website & back-office & call center search:• Faster (<1 second) response• More flexibility (more search parameters)

2. Improve user interaction (booker details & confirmations)• Send confirmation email depending on customer type (B2B/B2C)

3. Sign online booking confirmations• Booker can accept digitally signing (no print, sign, scan & attach!)• The signed Booking confirmation form must be shared

• Accessible by booker (with signature)• Keep an official record of this (transaction note)• Attach to case / booking

• For the car rental workflow1. Improved task management (increase oversight for employees)2. Flexibile “override” of data (drop of f [location]/ mileage, etc)

• Maintaining business poliicies / business rules• Improve damage “assessment”

• Insurance company integration – “claim processing “ workflow– Insurance employee direct access to case (assess damage, location)

Car rental IT goals

• Booker workflow is a 3 step process :1. User enters search criteria2. User enters personal data

• Name & email address

3. A summary overview is produced, prompting booker to accept• A confirmation email is sent• The Booking confirmation form is sent

– Booker needs to accept

• The signed Booking confirmation form is shared– Accessible by booker (with signature)

• Car rental workflow1. A “pick-up” task is generated

• Prompting for “actual pick-up time” & customer acceptance

2. A “return” task is generated• Damage “check” is provided (yes/no)

3. A damage report task is generated (when check = yes)

• A “Insurance company” – claim processing workflow– One step demo task – can only be executed by insurance emplopyee

The Harmony implementation: functional overview

The Harmony implementation: under the hood

• The business process supports– Search car & booking dialogs– Generate booking approval

• 7 dialogs supporting 3 user groups– booker (customer)– EuropCar employees– Insurance company (in case of car damage reported)

• Reference files– Car, Company (storing customers),Locations

• The company is because we’ve used our B2B sample. The file is replicated [from Harmony database] to spreadsheet.

• Expressions – 2 in expressions sheet, 4 in rules

• NO relation kernel (RK) was needed• event authorization implemented

– Europcar group starts with car rental pickup, Insurance step I by insurance company

HARMONY IN ACTION

Making a reservation(we run this in “Admin” mode - all decisions and rules are displayed)

• Start with the search

These are the events created – start with “search”(The insurance workflow is one step workflow )

[after “search”] next step is booker details

The “summary” overview to confirm booking

Emails are generated & sent to booker

The booking confirmation form is sentbooker is asked to sign

Booker signs

Document is “archived” with name signee & signature

Document is “archived” with name signee & signature

Workflow schedules a pickup step for Europcar employees

• Work is organized in group queues– Users are authorized

• Only Europcar employees can access the “Europcar” queue

The overview with all open tasks/outstanding work (1/2)

• Work is organized in group queues– Users are authorized

• Only Europcar employees can access the “Europcar” queue

Open tasks/outstanding work (2/2)

Insurance companies can be granted access to their own queue

NICE TO POINT OUTShowcasing some nice Harmony features

Harmony generated emails can be previewed

• Usually this is not implemented for the internet/web channel – i.e. bookers don’t see this

Harmony has decision support … showing (authorized users) all steps that will happen when task is submitted

• MOM = Message Oriented Middleware (=ESB)

Harmony provides easiest/fastest integration with external systems: adapter for AS/400, VAT check, eSign, Google DOCS, etc

(new) bookers are added to file (Google DOCS replication from Harmony database)

signing transaction note is generated

That’s all

More info:

www.liquidsequence.com

www.youtube.com/liquidsequence

www.slideshare.net/LiquidSequence

Be Liquid, follow us:Google+

@LiquidSequence

(or contact us:)Harmony@LiquidSequence.com

Nanno van der Laannanno@liquidsequence.comhttps://plus.google.com/+NannovanderLaan

Nikola Kasevnikola@liquidsequence.com