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Defining Goals for a Task UI Implementation


User D and User A meet for a brainstorming session in which they list on a whiteboard Acme's business processes within their domain. They then try to assess best candidates for applying BPM technology. They determine that the main criteria are return on investment (ROI) and risk.

After careful examination, User D and User A pick expense reporting and reimbursement as a candidate for the Task UI implementation. They choose expense reporting and reimbursement because it is a common task that almost every employee performs, and at the same time, most of the employees do it only irregularly.

The process seems relatively simple and well-defined, which makes both the risk and the investment required quite low. At the same time, however, User A and User D are aware that Acme's current way of handling this process—through email and spreadsheets—is labor-intensive and error-prone, which means the process is also expensive and slow. This situation makes potential ROI very large.

By using Siebel technology to automate a part of the process—with Task UI guiding the manual part of the process while enforcing business rules—User A and User D estimate they can cut costs by 30%, speed up the process by 400% (from the current median time of 12 days to 4 days from submission to reimbursement), and save the company $200,000 for each year through better enforcement of company reimbursement policies.

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