Customer Check Processing Workflow Template

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Overview: Customer Check Processing Workflow Template

This workflow template illustrates the reception of customer checks through physical mail and the subsequent processing of those checks, including batch processing, imaging and matching with account balances and/or customer orders. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Customer Check Processing process.

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Process Details and FAQ: Customer Check Processing

What is Customer Check Processing?

The Customer Check Processing process involves the initial reception and sorting of physical mail received from customers, and the subsequent batch or individual processing of customer checks. As checks are received from customers, they are sorted based on their processing method (batch or individual remittance processing). Checks are inspected for accuracy and any missing or unclear information is corrected. In most cases, these checks are read by machines and applied to customer account balances or orders. Much of this process is automated - mail is opened using a machine and check information is scanned and input through check imaging software.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Customer Check Processing process:

  • 1.Billing Error Rate
  • 2.Customer Checks Processing Error Rate
  • 3.Customer Checks Processed per Employee
  • 4.Total Volume: Customer Checks Processed
  • 5.Unit Cost: Customer Checks Processing

Which employees and/or departments are involved in this process?

The following parties are typically involved in Customer Check Processing:

  • Customers
  • Accounts Receivable Staff
  • Customer Order Processing Staff

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.

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  • Workflow Template


    Customer Check Processing

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Workflows mapped in BPMN 2.0


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