Complex Workflows Don’t Have to Mean Complex Data Entry

Think your workflows are too complex to automate? Think again! Problem: Our Client manages professional certifications in a highly technical field. Due to the nature of the certificates, there were dozens of different paths and an even greater number of tests that could ultimately lead to a certification. With so many different paths available, the … Continue reading Complex Workflows Don’t Have to Mean Complex Data Entry

Have Sales Data, but Scared to Share it

What's the point of collecting all your sales data if you never put it to good use? Problem: Our Client had a wealth of sales data in their financial system, but it was unorganized, inaccessible, and didn’t allow for any control over who could see what. While this was useful for Executives, the Client wanted … Continue reading Have Sales Data, but Scared to Share it

Turning Lead-to-Contact Time into Days, not Weeks

How long can you afford to wait before contacting customers interested in your products? Problem: Our Client had a lead management system in place that would gather leads in bulk to be distributed to their national sales team. With no functionality to parse the leads or distribute them, the software required an export into a spreadsheet, to be … Continue reading Turning Lead-to-Contact Time into Days, not Weeks

Sell More, Manage Less

What would you do with a few more weeks in the year to sell to your customers? Problem: Our Client was handling shipping logistics totaling over two million parcels a year for a single customer. The orders were received in multiple formats from different workflows based on order content and file type.  Due to the lack of standardization, the effort of importing orders into their warehouse … Continue reading Sell More, Manage Less

Automating Manual Tasks in a Single Day

New Risk and Compliance Policy doesn't have to mean new work for you Problem: Our Client had tens of thousands of records being stored in Azure SQL, with a loose data retention policy of seven years. New Risk and Compliance policies required them to change the data retention to a strict six years and put a process in place to eliminate data as it aged six years and one day. This created a daunting daily … Continue reading Automating Manual Tasks in a Single Day

Content, Content Everywhere: No Good Way to View

Business doesn't just happen in front of a desk anymore. Take your content mobile. Problem: Our client had a wealth of technical documents available for their products, but no way to share them with customers and technicians in the field. They wanted to fully leverage their investment in the documentation they had created, while simultaneously … Continue reading Content, Content Everywhere: No Good Way to View

Expensive Maintenance for an Inexpensive Third Party Solution

No cloud version available? Says who? Problem: Our Client was using a third party solution that was hosted on an in-house server that our Client was responsible for maintaining. With limited IT staff and aging hardware, they were paying more to maintain the server than they were for the third party solution. Added complication: The … Continue reading Expensive Maintenance for an Inexpensive Third Party Solution