Optimizing Operations and Enhancing Customer Experience
The client wanted to deliver a seamless experience for its members, concierge, and finance operations teams. However, manual quoting and invoicing processes slowed service delivery, led to financial discrepancies and impacted revenue. The lack of a centralized platform made it difficult to track customer preferences, ensure data integrity, and scale operations efficiently.
Without automation, 0.5% of quoting revenue was lost due to inaccurate quotes, while slow processing times increased customer service costs and reduced productivity. Additionally, disconnected systems resulted in missed tasks, inconsistent pricing, and longer turnaround times for both customers and internal teams.