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Automation of contract processes

Project duration: 7 months

Brief description

For an energy trading company, the processes for creating new contracts are partially automated. Based on the cost center, the majority of the data required for new contracts can be determined. All other required data is greatly reduced by preselection, so that the user can automatically create a new contract with just a few pieces of information. The process enables a strong streamlining of the current process and reduces the susceptibility to errors caused by manually incorrectly selected data.

Supplement

The master data system is an internal .NET solution with MS SQL Server connection and a BizTalk communication interface to the SAP systems, in which any booking processes take place. The data for the alarm services incurred is imported from an existing external SQL database.

Subject description

The creation of energy contracts otherwise comprises up to 17 steps, in each of which information is requested. Often, several contracts for different types of energy or services are created for one customer. For the majority of contracts, this effort is now reduced to two steps, freeing up capacity for users to perform other tasks.

Overview

Project periodProjektzeitraum01.01.2019 - 31.07.2019

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Dr. Andreas Schneider

Sector Manager Energy

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