Digitally sign & share documents: the Car rental case
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eSign & car rentals Digitally sign reservation form Sharing & archiving signed documents Flowchart overview of process
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Impressive [cost] savings, improved customer satisfaction are the result of implementing Harmony in car-rental. Selecting a car, digitally signing/accepting the quote improve the booking process' efficiency dramatically. This digitally signing comes with document sharing and archiving the documents - with the bookings. All this is made possible because of Harmony's case management features, saving time & money and increases compliance for any industry, whatever the process! Harmony provides the most flexible solution, as well as Do-It-Yourself-IT, allowing business professionals, to define/implement without the need for expensive IT experts. A new generation of software is available, in the cloud, D-I-Y-IT! The presentation demonstrates how we configured and implemented this system in ONE day: starting the morning with the users, ready for these same users the following morning.
Transcript of Digitally sign & share documents: the Car rental case
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:)[email protected]
Nanno van der [email protected]://plus.google.com/+NannovanderLaan
Nikola [email protected]
