The provision of the private security service at Prosegur includes many internal processes, from opportunity to collection, through the offer, request, billing and order management, among others and carried out by different departments. Most activities are carried out manually, due to the complexity of the same and the multiple agents involved, encountering the following impacts:
The interactions between the different actors are informal and supported by e-mail.
There is no traceability of customer requests, in some cases the status of each one of them is not known, since the initial dialogue with the customer.
Inefficient communication and loss of information for the allocation of hours and billing of services, generating delays in the issuance of the invoice and, in some cases, non-invoicing of services provided.
Deficiency in urgent requests: the lack of systematization causes the Operations department to plan the service with occasional delay.
Delays and/or non-compliance with the regulations on notification to the State security bodies of the surveillance services, with the consequent economic sanctions.
There is no order management process associated with requests that causes delays in collection dates.
The quality perceived by the client about the request process is deficient, due to the lack of interaction and knowledge about the status of the request.
Given this situation, Prosegur needed a tool that would allow the development of an integrated management system involving all activities, managers, content and controls for the automation of processes. Prosegur decided to limit the initial scope of the project to Order-to-cash processes (from the request to the collection).