2024 PeopleSoft Innovator. Kaiser Permanente, in conjunction with SpearMC Consulting, deployed Business Process Weaver to improve and automate their billing processes. They used this opportunity to leverage new billing features and functionality such as emailing the invoice as an attachment, attaching the invoice to the bill header to reduce manual steps, and improving the timing of creating invoices and receiving payments.
Summary
Kaiser Permanente has nine research centers and one school of medicine. In 2023, Kaiser launched a billing automation improvement project to automate their billing processes.
As a part of this optimization project, the following new features were rolled out:
- Business Process Weaver: PeopleSoft Business Process Weaver (BPW) provides a framework that allows processes (tasks), such as batch programs, to be defined and executed either in parallel or in sequence as part of a business process. Kaiser turned on Business Process Weaver for both, as incurred and fixed amount billing, to automatically kick off the billing interface process when the contracts to billing process is run. This eliminated the manual step of finding the billing interface number and manually processing the billing interface for the end user running billing for a set of contract types, project types, or an individual contract.
- E-mail Invoice as Attachment: Along with new BI Publisher invoice formats, Kaiser turned on the ability to automatically e-mail invoices to sponsors as attachments. This significantly reduced the manual work to invoice sponsors who required invoices via email and systematically track the status. Kaiser used selective adoption to pull in the new feature to configure the from e-mail address at the BU or bill type level.
- Attach Invoice to Bill Header: Kaiser also turned on the feature “Attach Image Invoice Option” to allow the invoice PDF to be viewed from the bill header.
Comments that the implementation team heard
“This project has allowed us to leverage new billing features and functionality, and to reduce manual steps to ultimately improve the timing of creating invoices and receiving payments related to grants.”
Oracle has recognized SpearMC for our specialization and deep expertise in their products. This success story was originally published on Oracle’s website as an example of how organizations are unlocking their potential with the help of our team and Oracle solutions.
