One of our valued clients, who is a multinational financial institution, required us to build a client management system to initiate, maintain and process a group-wide product change drive.
To replace old legacy credit cards (that earns customers reward points per use) with the new ones while allowing 1.4m customers a choice of cards/contracts to switch to.
The program was a regulatory requirement and failure to deliver it would lead to substantial financial and reputational loss.
Key Deliverables/Success Criteria
The client approached us with limited budget and time to build a fully automated client relationship system that is powered by our custom coded Agile Automations.
We followed our tried and tested development process and achieved the following within 3 weeks/sprints:
- A new one stop solution powered by a backend SQL server database covering the entire Client Relationship Management;
- A database full of lists of decision making parameters that can change throughout the process per customer – these cover over 1700 scenarios and permutations that would be difficult to develop using most automation software in the market;
- An end to end automation of product switch steps on all 3 systems, including logistic tasks such as sending out letters, emails and text alerts while keeping an end to end audit trail; and
- An admin portal to retrieve on demand customised reports.
Customer Journey through the Automation
One of the key advantages of Agile Automations has been the flexibility it provided in mapping out the best customer journey. This ensured efficient customer service at the fraction of resources usually required to manually complete such processes.
We love the way the automation handles multiple decision paths using the externally stored ‘decision parameters’. We can easily change the logic of the automation by simply changing ‘if this than that’ scenarios in the list provided. We are always excited when we add a new scenario in the list and automation picks it up. A truly future-proof solution!!
Scrum development methodology combined with extensive experience in developing custom coded RPA solutions, we at Agile Automations are changing the desktop RPA scene towards a more sustainable and reliable adaptation of RPA into the businesses.
Can your business benefit from such relentless commitment to perfection? Contact us to find out more!
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