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Order management & Workflows

Streamline onboarding and service operations.
5:15 min watch

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What you’ll learn in the video

Discover how MaxBill’s BPMN-powered workflow engine revolutionizes utility business processes in this 5-minute demonstration. You’ll see exactly how leading energy companies automate their most critical operations, from customer connections to service management, while maintaining complete control and compliance.

 

In this video, you’ll explore:

– Live workflow automation for new connections, meter exchanges, and customer onboarding

– Real-time process monitoring through an intuitive web dashboard that tracks every step

– Smart exception handling that automatically routes complex cases to the right team members

– File-based bulk processing that eliminates manual data entry for hundreds of orders

– Compliance automation with built-in business rules and regulatory requirements

– Analytics capabilities that reveal bottlenecks and optimization opportunities

 

Whether you’re managing a mid-sized utility or a growing energy provider, this practical demonstration shows exactly how workflow automation delivers measurable results from day one.

Detailed overview of MaxBill Order Management

Manual processes are killing your operational efficiency. Customer connections take weeks instead of days. Service changes require multiple handoffs between departments. Compliance paperwork piles up on desks while customers wait for answers.

MaxBill’s workflow engine solves this systematically.

 

Five core processes that run your business

The video demonstrates automation for the workflows that consume most of your team’s time:

New Connection Process
Upload a customer file or send it via email—the system automatically processes everything. When complete information is available, customers get activated instantly. Missing details? The system creates targeted tasks for your team to complete specific requirements.

Change of Tenancy Management
Moving customers out and new ones in becomes seamless. The workflow handles service transfers, final readings, and new account setup in one coordinated process.

Meter Exchange Operations
Schedule and track meter replacements with automatic notifications to field teams and customers. Equipment assignments, safety protocols, and completion reporting happen automatically.

Tariff and Service Management
Connect or disconnect entire service packages with a few clicks. Add individual services to existing accounts or remove them based on customer needs—all while maintaining billing accuracy.

Disconnection Processing
Handle service terminations according to your business rules and regulatory requirements. The system ensures proper notice periods, payment arrangements, and reconnection procedures.

Unlike complex enterprise software that takes months to implement, MaxBill’s workflow engine integrates with your existing systems through open APIs. The BPMN-based architecture enables you to modify processes as your business evolves, without requiring a programmer.

The dashboard gives you complete visibility. See which processes are running, where delays occur, and how your team performs against service level agreements. Filter by date ranges, process types, or specific customer segments.

Key benefits of the Order Management module

– Cut Processing Time by 75%

– Eliminate Manual Errors and Compliance Risks

– Complete Real-Time Visibility

– Seamless Integration with Existing Systems 

– Scale Operations Without Adding Staff

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Frequently Asked Questions

Most utilities see their first automated workflows running within 2-4 weeks. The system comes with pre-configured templates for common utility processes, so you’re not starting from scratch. Complex customizations might add 4-6 weeks, depending on your specific requirements and integration needs.

This is where workflow automation really shines. Instead of retraining staff and updating multiple procedures, you modify the workflow rules once. Changes propagate automatically across all related processes, ensuring consistent compliance without operational disruption.

The web dashboard is designed for business users, not IT specialists. Your team can monitor processes, handle exceptions, and generate reports using familiar interfaces. Most users become productive within a few hours of basic training.

The system generates intelligent tasks when exceptions occur. For example, if a new connection request is missing required documentation, it creates a specific task for the appropriate team member with exactly what’s needed to move forward. No customer requests get lost or forgotten.

You get real-time visibility into process performance, completion rates, and bottleneck identification. Filter reports by date ranges, process types, or team performance. The analytics help you optimize operations and demonstrate service level improvements to management and regulators.

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