A Case Study of the challenges around processing and sorting customer applications for products

Reason to automate customer application for products

Some high value products can only be purchased by certain customers. These customers need to have the infrastructure, human resources and funding necessary to receive, ship and process the products. Sifting through the paper work required to be submitted by customers seeking to purchase such high value products needs to be methodical, but at the same time it is important the customer is not put-off by the process. The process must therefore be easy for the customer to walk through whilst enabling the seller to conduct a comprehensive due diligence on the customers capabilities.

IN ONE SUCH CASE WE SUPPORTED A CLIENT IN AUTOMATING THE ENTIRE PROCESS INVOLVED IN PROCESSING CUSTOMER APPLICATION FOR PRODUCTS.

THIS RESULTED IN THE SELLER EFFICIENTLY AND QUICKLY IDENTIFYING PRODUCT READY CUSTOMERS WHILST HANDHOLDING THOSE CUSTOMERS NOT READY AS YET TO RECEIVE PRODUCTS.

BELOW IS A CASE STUDY SHOWING HOW WE HELPED AN ENERGY COMPANY TO SIMPLIFY THE PROCESS OF PROCESSING CUSTOMER APPLICATION FOR PRODUCTS.