Best Practice Raffinerie Heide GmbH

Starting point

In 2013, Raffinerie Heide GmbH began to build an IT system landscape with an SAP system and an
ECM solution as a platform to manage document-supported business processes and electronic
records. With this landscape in place, the company started in 2015 to design a more secure and
effective project approval process. The project approval workflow was supposed to create, edit and
grant approval of proposals. The project documents, e.g. cost estimates, offers, etc., were to be
electronically attached to the proposal and made accessible for every project participant. The goal
was to create an integrated solution based on Doxis4 iECM, on the newly developed budget planning
tool, and on SAP solutions for project planning, approval and processing.

Why SER

• On one platform, Doxis4 BPM enables hybrid solutions for both structured and ad hoc processes.
• SER follows the "design-by- doing" approach to quickly implement new solutions

Solutions

Doxis4 BPM project approval workflow based on the Doxis4 iECM suite, eRecords, archive

Integration

SAP budget planning tool

Document volume

Transferring approx. 35,000 process instances (project approvals and invoice receipt audits) from the
legacy system

Users

50 employees work in the project approval workflow In total, all 300 Doxis4 users participate in the
workflows

Implementation

• Q2/2015: Doxis4 project approval workflow launched
• Q4/2015: Project approval workflow migrated to new product generation Doxis4 BPM. The process
  was adopted without changes. All process instances migrated from the old workflow
• Q1/2016: Doxis4 project approval workflows integrated into the leading budget planning tool
• The workflow- steered invoice audit system switched to Doxis4 BPM
• Starting March 2016: Ad hoc workflows for depicting change management processes

Benefit

• Drastically reduced process times for project approval proposals
• The project manager always knows now who is currently working on a process instance
• All project documents can be viewed and accessed by every participant
• More flexibility in process modeling: With Doxis4 BPM, predefined processes can be supplemented
  with ad hoc tasks
• Doxis4 BPM manages the processes. No step is left out; every participant is notified per email
  (Outlook) when a task is waiting in their workbasket for them