Retail Banking Process

Customer initiates a new account request from the banks website

Personal Details

Financial Details

Account Details

Request is sent to the workflow system

Open Tom’s Outlook (Credit Dept.)

Task and account details are embedded in the email.User can approve/decline/view status from Outlook

toolbar

Workflow Status

Tom’s task – setting a credit limit for the new account

Open Peter’s Outlook (Auditing Department)

Task details are embedded in the email

Tom validated the applicants details through a web service

Applicant is approved

Task is sent to the account manager

Open Mark’s Outlook (Account Manager)

Task and account details are embedded in the email

Workflow Status

Approval – using the Outlook toolbar

Account details are distributed

Case Management

Team Performance

Team Status

Process Overview

Drill down to locate process bottleneck

Late Tasks - Report

Report can be exporting to PDF and Excel

Report in PDF format

Report in Excel format

Opening the Report Builder

Managers can create their own reports – without code

Filtering the report – cut and dice

Reports can be saved, exported, printed and distributed