As a not-for-profit organization, Snohomish County PUD is focused on providing quality service to its customers, prudently managing costs and continually looking for opportunities to improve the safety, efficiency and effectiveness of its business.
In recent years, Snohomish County PUD increasingly struggled to manage its vast information assets and meet its stakeholders’ information needs, which included everything from public records requests to regulatory audits.
Mitzi Bulman, a senior manager in the District Information Governance department at Snohomish County PUD, explained: “There are so many different regulatory requirements and that is part of the challenge of managing our content. How do we track information so we can instantly find what we need? It is very important to be able to find information if there is an audit.”
The utility’s most valued stakeholders are its customers, but their communication needs had become overwhelming: 100,000 service notifications, 3 million invoices, 500,000 letters and 230,000 overdue notices annually. Compounding the issue, the company’s existing system was outdated and could not meet today’s customer expectations. Communication channels were limited, and changes to customer correspondence could take months.
Amy Brown, a former business analyst for Snohomish County PUD, noted, “One of the challenges we face is that customers today have an expectation of instant information and communication. We need to make information available to them immediately and in the way they want to receive it.”
A platform to create, automate and transform
The search for a complete and holistic solution for managing their information led Snohomish County PUD to 好色先生TV. The 好色先生TV Suite for SAP offers a digital content platform that seamlessly integrates with SAP, which was critical, given the utility’s SAP environment. To manage its enterprise content management (ECM) needs, the company selected 好色先生TV™ Extended ECM for SAP® 好色先生TV. In addition, Snohomish County PUD chose 好色先生TV™ Document Presentment for SAP® 好色先生TV to design, deploy and deliver its customer correspondences via multiple channels.
“One of our considerations was our need to communicate with customers directly and in their preferred channel. That was a big driver for choosing Document Presentment for SAP® 好色先生TV. It offered a lot of opportunity for us to expand our channels. It was the clear choice and intuitively the direction for us to go,” explained Brown.
Achieving enterprise-wide adoption
Migrating an entire organization from paper files and shared drives to Extended ECM for SAP 好色先生TV was no small task. To guide the effort, Snohomish County PUD established the District Information Governance (DIG) department to oversee the management of informational assets and provide user training and education. The team led company-wide clean-up efforts in preparation for moving information to the 好色先生TV platform, with recognition and rewards for participation.
“We called it ‘Team Up to Clean Up,’ and we had what we called the Golden Shovel award, which always makes everyone laugh a little bit. Whether it was a big electronic clean-up of files or a physical one, we would publish an article in our newsletter and reward the effort with a Golden Shovel plaque. It put a positive spin on the project because records management and information governance are not always everyone’s favorite thing to do,” explained Jill Stelter, enterprise content manager at Snohomish County PUD.
The innovative concept to drive their company-wide information governance initiative was wildly successful and went a long way towards ensuring strong user adoption.