Business Process Automation
MASTERY – AXA Insurance Agency – (Barcelona, Spain)
Automation of repetitive tasks, reducing errors and optimizing time:
✦ Daily generation of list of returned receipts.
✦ Daily download of new policies generated.
✦ Lead management and project creation.
✦ Pricing process and project creation for health, home, car and R.C.
✦ Sending SMS to customers of returned receipts.
✦ Sending SMS to customers of canceled policies.
✦ Generation of a list of pending receipts.
Outcome:
Before – downloading policies → 4 hours
After – downloading policies → 30 minutes
Multinational of the fashion sector – (Italy Headquarters)
Automation of the logistics process for tracking shipments:
✦ Reading excel files to extract invoice information and tracking number.
✦ Extraction of the tracking number from the courier’s documents.
✦ Upload process of documents to the client’s internal system, including tracking number and invoice number.
✦ Generation of history, including information on the movements made by the process.
Automated tasks: 4
Multinational in the technology sector – (United States)
Automation of cases in Salesforce for technical support team:
✦ Control of case opening by adding contract information.
✦ Management of contract exceptions.
✦ Approval form for validation of contracts.
✦ Case monitoring.
✦ Sending specific reports to the teams.
Automated tasks: 5
Multinational in the technology sector – (United States)
Automation of the case elevation process in Salesforce for the technical support team:
✦ Change status of cases.
✦ Add information in elevated cases.
✦ Sending elevated cases to teams.
✦ Historical control of elevations.
✦ Statistical reports of cases elevated by teams.
Automated tasks: 5
Multinational in the technology sector – (United States)
Automation sending information to technical support management team:
✦ Monthly customer satisfaction reports.
✦ Reports active cases.
✦ Reports cases resolved by agent.
✦ Report agent workload.
✦ Historical report of elevations.
Automated tasks: 5
Multinational in the technology sector – (United States)
Automation sending information to technical support management team:
✦ Monthly customer satisfaction reports.
✦ Reports active cases.
✦ Reports cases resolved by agent.
✦ Report agent workload.
✦ Historical report of elevations.
Automated tasks: 5
Professional Office / Consulting / Accountancy (Barcelona, Spain)
Automation of the labor department process:
✦ Extraction & generation of payroll file in PDF format from A3 Software and sent by email to the client.
✦ Extraction & generation of payroll summary file in PDF format from A3 Software and sent by email to the client.
✦ Extraction & generation of file with end of contract notices and / or extensions from A3 Software and sending by email to the client.
Outcome:
Before – sending payroll → 4 days
After – sending payroll → 7 hours
Lexidy Law Boutique – (Barcelona, Spain)
Automation of customer emails, identifying service and country through keywords:
✦ Read emails from inbox.
✦ Identify service and country, using keywords.
✦ Extraction of the client’s nationality, country and the required service.
✦ Registration of the service in CRM.
Result :
Before → 6-8 hours a week – 250 emails
After → Automatic – when the email is received it is automatically created in CRM
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