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This workflow template illustrates investigation of a collections dispute and the approval or denial of a requested resolution. Purchase and download this template in PDF, Visio and PowerPoint formats, and customize it to fit your organization, or use it to better understand the Account Maintenance process.Download a Free Sample of this Workflow Template
What is Account Maintenance?
Account Maintenance is a process that involves the investigation of a collections dispute and the approval or denial of a requested resolution. This process includes the review (involves data gathering and fact checking) of a dispute within a customer's collection's account (these accounts are typically made if a customer is delinquent on a payment), the subsequent approval or denial of a customer requested resolution and the use of the mailroom to send out denial letters (should the customer requested resolution be denied).
Which KPIs, or metrics, are typically used to measure this process?
The following metrics are typically involved in the Account Maintenance process:
Which employees and/or departments are involved in this process?
The following parties are typically involved in the 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 document in PDF, Visio and PowerPoint formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.