Part of the Banks and Insurance Companies series
How much time actually goes into advising a customer? And what services are delivered behind the scenes? Especially in complex customer relationships, the actual effort involved in providing advice can quickly become invisible. With ZEUS® Job Costing, banks can record services and working times transparently, allocate them to individual customers or projects and create a reliable foundation for analysis and decision-making.
A consultation is only one part of the service provided. Preparation, follow-up, documentation, internal coordination and other activities are also part of the customer process. Without structured recording, some of this effort quickly remains invisible.
With ZEUS® Job Costing, banks can systematically record services and working times and allocate them to customers or projects. This creates a more complete picture of the actual effort involved in customer advice.
Not every customer requires the same level of support. While some customers can be served with just a few consultations, complex customer relationships often involve numerous additional services and coordination activities.
ZEUS® Job Costing makes this effort transparent. Recorded times and services can be allocated to customers, projects or activities and subsequently analysed. This makes it clear where particularly large amounts of resources are being used.
The quality of customer advice cannot be assessed solely by the number of appointments. The time involved and the services provided behind the scenes also play an important role.
With ZEUS® Job Costing, customer advisory services become measurable. Working times can be recorded in a structured way, activities assigned and subsequently analysed. This provides banks with a reliable data foundation for analysing their advisory business.
A customer appointment can trigger numerous additional tasks. Preparing documents, creating offers, answering queries or involving internal specialists: the actual effort is often spread across multiple activities.
With ZEUS® Job Costing, these services can also be recorded in a structured way. This makes not only direct customer contact visible, but the entire effort involved in a customer relationship.
Performance tracking delivers its greatest value when it works together with other HR processes. This is why ZEUS® Job Costing can be connected with other ZEUS® solutions.
Working hours from ZEUS® Time and Attendance and relevant employee information from ZEUS® HR Management can be incorporated into the processes. This eliminates the need to record information multiple times and creates a consistent data foundation for time, performance and costs.
Where are particularly high advisory costs arising? Which projects require significant resources? And how are services distributed across customers and activities? Analyses with ZEUS® Job Costing provide transparency into these relationships. This gives managers a better basis for managing resources, reviewing processes and planning employee deployment more effectively.
| Area | What is recorded? | What are the benefits? |
|---|---|---|
| Customer advice | Advisory times and services provided for each customer | The actual effort involved in customer support becomes transparent |
| Projects | Working hours and services for individual projects | Resource requirements and project effort can be tracked |
| Follow-up | Documentation, telephone calls and other follow-up tasks | Indirect services are also included in the analysis |
| Customer effort | Time and services throughout the entire customer relationship | Resource-intensive customer relationships become visible |
| Employee services | Activities, working hours and allocated services | Resources can be analysed and deployed more effectively |
| Cost centres | Services and working times by organisational area | Effort can be allocated according to where it is incurred |
| Analyses | Customer, project and performance data | A sound basis for controlling and management decisions |
| Connected Processes | Performance data combined with time and employee data | A consistent data foundation for the entire Workforce Management system |
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