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Rail
Sales & Customer Experience

Transforming Rail Management

Streamlining sales and projects

We helped a rail industry leader redefine processes and roles to enhance efficiency and coordination for growth and success.

Client Challenge

The client, a leading provider of signaling solutions and passenger information systems in the rail sector, is currently transitioning from being a medium-sized company into part of a corporate group. Processes have developed historically, leading to blurred and unclear roles & responsibilities. The overall processes are uncoordinated and important stakeholders are involved insufficiently. 

H&Z Approach

H&Z began with a detailed analysis of the as-is processes in offer preparation (sales) and project execution. This analysis identified pain points and led to actionable improvement measures. H&Z worked closely with the client, conducting a series of workshops to develop the future processes, considering the identified pain points, industry standards as well as best practices. Roles & responsibilities as well as interface functions along the processes were defined and detailed using the RASCI (R = responsible; A = accountable; S= supported; C = consulted; I = informed) logic. Additionally, the future repair handling (service) process and the associated roles & responsibilities were developed.

Results

The to-be processes have been designed to be feasible, efficient, innovative, and standardized, meeting the necessary quality and safety requirements:

  • To-be processes in the areas of offer preparation, project execution and returns (repair handling) were documented and aligned, with clearly defined roles & responsibilities
  • Existing process-relevant role profiles were sharpened and new role profiles, such as bid manager and bid engineer, were introduced
  • Interface functions were defined to ensure the coordinated involvement of relevant stakeholders at specific process steps
  • A clear separation of responsibilities between the division and business units in the sales process was defined
  • Process milestones and decision points, including decision-makers and -criteria, were established and standard documents (e.g. checklists) were introduced
  • To support the organization in implementing the newly designed processes, specific measures were defined and planned on a roadmap

Get in Contact with our expert

Dr. Roman Bauer

Partner

As Partner at H&Z with more than 30 years of experience in industry and consulting, I support the railway industry in turning complexity into opportunity – from digital transformation and new business models to driving sustainability.

Dr. Roman Bauer

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