SOLUTION

Initially, we sat down with the Client to understand and document the precise customer-purchasing journey and translated the business requirements into software specifications.

To eliminate the manual processes, we first created an online form on the Client's website where customers could enter their personal information and kitchen countertop specification. Our team also integrated a 'Fax to Document' application ("efax"), which can receive faxes via email and save them as PDF files.

Once the online form was received, the new application would automatically:

  • 1.
    Generate a quote in a PDF file format
  • 2.
    Send a notification to Nu-Tone sales team on the upcoming order
  • 3.
    Create a new client record; digitizing the customer's specs which now required zero human effort.

After all the information is recorded, the Client can access their order and either approve the quote and generate a purchase order or propose changes to it.

Post-implementation, we provided training for the Client and their team on how to use the application. After that, the Client received prompt remote support when needed, at no extra cost.

BENEFITS

With the new web application installed, the Client:

  • Saved more than 10% of their payroll costs on bookkeeping expenses
  • Increased their cash flow position by more than 50% as there were no longer missed unpaid invoices. Also, due to the newly added system reminders, they were able to receive payments faster than ever before
  • Saved an additional 10% of the operating costs with the removal of manual and paper-based processes (labor, printers, filing, etc.)
  • Provides easy and quick portal access for their staff and clients (including view statements and payment due dates)
  • Has better visibility into the process starting from purchase all the way to invoicing
  • Can track payments on multiple invoices quickly and effectively
  • Receives prompt lapsed payment indications to escalate payments after certain periods