Examples of recent process automation projects we have worked on:
Cross selling opportunities - lead management
For a large insurance company we recently developed a custom database
solution to record, track and manage leads generated from cross selling
opportunities.
Prior to the database system being deployed, call centre staff would manually
record cross selling opportunities in spreadsheets. Leads were often simply not
generated due to a reluctance to complete the cumbersome spreadsheets, and
leads which were generated were often not recorded.
All of these spreadsheets then had to be manually collated so that reports
should be generated in order to further progress the leads. The fact that many
of the spreadsheets used different layouts and were split across different lead
types and calendar years made the whole process very time consuming and prone to
error.
The custom database developed to replace the spreadsheet system was designed
to be as simple and easy to use as possible in order to encourage call centre
staff to enter and complete the information.
Purpose built input screens record the required information in the most
logical order for the user and contain postcode based lookups to avoid the
users having to to cross reference other sources of information in order to
enter the details.
Emails are then generated automatically from the new lead information so that
the people within the organisation that need to progress the lead are informed
as quickly as possible. Where appointments are required the system will
automatically display the relevant consultants calendar so that these can be
booked in seamlessly.
Management reports provid detailed and up-to the minute information for
managers in terms of how the leads are being generated and how they are being
progressed.
Law firms and legal service providers
We have worked with a number of law firms and legal service providers to
develop custom case management and work solutions to automate key legal
processes.
Such automation is crucial to the viability of many such services given the
increasing commoditisation of legal work.
By incorporating knowledge of legal experts into these system it is possible
to automate many stages of the process and to partially automated those where
manual input is still required.
Such automation may include document generation, diary management, task
allocation and management reporting.
Scheduling for food manufacturer
For a food manufacture we developed a simply but highly effective production
line scheduling database which enables production staff to better plan their
production schedule and more easily make changes and distribute production
schedules to factory staff. This replaced a spreadsheet and paper based system
which was proving too time consuming to maintain and was leading to business
inefficiency.