Success cases

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

 
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