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This workflow template illustrates how the maintenance of commercial client accounts is rendered by several functional groups with little interaction between them. Purchase and download this template in PDF, Visio (VSD) and PowerPoint (PPT) formats. You can customize it to fit your own organization, or simply use it to better understand the Commercial Client Services (Account Maintenance) process.Download a Free Sample of this Workflow Template
What is included in the Commercial Client Services (Account Maintenance) process?
The Commercial Client Services (Account Maintenance) process involves the maintenance of commercial client accounts by several functional groups with little interaction between them. The commercial team sends out renewal notices and welcome packages, tracks documents and performs account actions. The treasury management team fields maintenance requests and performs actions or explains to the client why a request cannot be performed (this may occur when a product unavailable to the account/requiring separate enrollment is requested).
Which KPIs, or metrics, are typically used to measure this process?
The following metrics may be used to measure the Commercial Client Services (Account Maintenance) process:
Which employees and/or departments are involved in this process?
The following parties are typically involved in the Commercial Client Services (Account Maintenance) process:
What is the purpose of these workflow templates?
Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.
How are these workflow templates created?
These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.
How do I download a workflow template?
Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio (VSD) and PowerPoint (PPT) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.