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Software Completed
Central Case Management: Transparency Between Back Office and Field Sales
Financial Services
The starting point
Communication between specialists in the back office and field sales as well as tracking of sales cases was confusing without a central system. Information was lost and processing statuses were not traceable.
Our solution
Introduction of a central platform for online case management that makes processing status transparent across different organizational units. The server-side web application is accessible via local browsers.
Results
Transparency: Real-time insight into processing status for all involved functional groups
Collaboration: Optimized exchange between bank advisors, specialists and representatives
Efficiency: Seamless continuation of cases across departmental boundaries
Tech stack
Server-side Web ApplicationDatabase ConnectivityBrowser-based AccessWorkflow Management
A similar challenge?
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