Process Model: New Client Onboarding Process

The New Client Onboarding Process:

A business process model is a “network of activities for accomplishing a business function”(Kroenke, 2014) . Our process model is shown in swimlane format and has the standardized business process modeling notation (Kroenke, 2014). The business function our team focused was given to us by Andrew Garberson. Garberson works for a digital marketing consulting firm in Pittsburgh. He told us about his firm's new client onboarding process. The process starts by the client contacting the firm with their current marketing situation. The client will then meet with the project manager of Garberson’s team. During this meeting, the client will briefly review some of the big marketing problems they are facing. In addition, the client will sign a contract containing technical issues, legalistics, and the amount of hours they are purchasing from Garberson’s firm. After the meeting with the project manager, they will write a project brief. One of their main decisions is what to include the brief. However, once the brief is finished, Mr. Garberson’s team reviews the brief and evaluates the difficulty of the project. Within this team meeting, the group discusses current strengths, weaknesses, opportunities and threats of the client’s current marketing. The next step, they will decide whether or not the team can handle the project, although Garberson will make the final decision. If the team decides that the project is too large for them to handle, the project is rejected. Then, Garberson will send out a rejection letter to the client, and the process ends. If they accept the project, then the process continues. The client will then fill out a digital interview, and send it to Garberson’s firm. The digital interview includes the challenges that the client is facing and what is going well within their marketing process. After Garberson receives the digital interview, he then schedules a meeting with the client to discuss early strategies of their marketing tactics.  The next step in the process is called “discovery”. Within this “discovery” period, Garberson reports back to the team and solidifies potential strategies they can do for the client. To conclude the process, the team finalizes their strategy and move on towards the actual project.  By creating an information system, the new client onboarding process can improve efficiency.

References:

Kroenke, D. M. (02/06/2014 2009). MIS Essential. (4th ed.). NJ: Pearson Education Inc.