Customer Data Migration

Customer initiates supplier switch; customer service manages data entry, contract generation, and grid operator coordination.


Process Description

The process is initiated by a switch-over request. The customer transmits his data to the customer service department. A customer data object is entered into the CRM system and compared with the internal database. In case of errors these should be corrected. In case the customer does not exist, a new customer object is created. Contract documents are prepared and automatically checked. In case of a negative response, issues are analyzed and resolved. A confirmation is sent to the customer and a request sent to the grid operator. The grid operator checks for supplier concurrence. In case of concurrence, conflicts are resolved. If no objections exist, customer service creates a CIS contract. The customer may withdraw or confirm. On the switch date, the grid operator transmits power meter data and the old supplier creates final billing.

Structure

Zoom and pan enabled · Source: PET Dataset (Bellan et al., 2022)

Elements

ActivityActor
Enter Customer DataCustomer Service
Validate DataCustomer Service
Prepare ContractCustomer Service
Check Grid ConcurrenceGrid Operator
Create CIS ContractCustomer Service
Switch and Final BillingGrid Operator / Old Supplier