ProcessUnity Infographic: Where are Benefit Plan Providers on the Road to Implementing Product and Service Offer Management?

CONCORD, MASS. – December 4, 2014 – ProcessUnity today introduced a visual guide to help benefit plan providers understand where they rank in product and service offer management proficiency. The infographic outlines a provider’s path from basic to best-in-class capabilities around sales effectiveness, service delivery and customer satisfaction.

“Benefit plan providers are turning to Offer Management initiatives and systems to reduce risk, cost and complexity in the service delivery lifecycle,” said Lisa Weil, Vice President and General Manager of Service Delivery Risk Management at ProcessUnity. “The Road to Offer Management infographic is a guide to help organizations get started on their journey or take their program to the next level.”

The Road to Offer Management infographic rates benefit plan providers in three primary categories – sales effectiveness, service delivery and customer satisfaction:

  • Basic Providers create a common playbook of industry benchmarks and best practices that help sales teams strategically position products and services against prospect requirements.
  • Efficient Providers integrate Offer Management into their broader infrastructure, leveraging product usage metrics to reduce costly service exceptions and transition clients to best practices.
  • Best-in-Class Providers are innovators that systematically determine the best client fit early, reduce the overgrowth of unnecessary customization, and steer clients towards highly valued, profitable services.

The infographic outlines a path for improvement for each primary category. As plan providers add capabilities to their Offer Management programs, they progress from Basic to Efficient to Best-in-Class.

“With Offer Management, organizations are centralizing their product information, proactively managing client profitability and implementing controls to deliver outstanding customer service,” said Weil. “The resulting improvements in information access, collaboration and governance have a measurable, positive effect on customer satisfaction, retention and profitability.”

For more information on ProcessUnity’s cloud-based Offer Management system, visit

About ProcessUnity

ProcessUnity is a leading provider of cloud-based applications for risk management and service delivery management. The company’s software as a service (SaaS) platform gives organizations the control to assess, measure, and mitigate risk and to ensure the optimal performance of key business processes. For public companies and regulated industries, ProcessUnity Risk Suite delivers effective governance and control, vendor risk mitigation, and regulatory compliance. For benefit plan administrators and other financial service firms, ProcessUnity Service Delivery Risk Management (SDRM) controls complex product offerings and strengthens client service experience. ProcessUnity is used by the world’s leading financial service firms and commercial enterprises. The company is headquartered outside Boston, Massachusetts and is funded by Rose Park Advisors and other private investors. For more information, visit