The existing vendor system was outdated and required significant manual effort from the vendor to perform basic support and changes. Exchange for Change also wanted to improve customer service by providing real-time insight into onboarding, submissions, and reminders. The new solution also needed to support integrations with the ERP system, data warehouse, DocuSign, and other vendors and suppliers.
Business Need: The existing vendor system was outdated and required significant manual effort from the vendor to perform basic support and changes. Exchange for Change also wanted to improve customer service by providing real-time insight into onboarding, submissions, and reminders. The new solution also needed to support integrations with the ERP system, data warehouse, DocuSign, and other vendors and suppliers.
Solution: A single application was built where multiple stakeholders can work together. The customer portal is accessible through the Exchange for Change website, allowing clients to register themselves. Different departments within Exchange for Change use the same portal to improve workflows and gain real-time insights. Finance can generate an invoice with the click of a button, reducing the lead time from one week to one second.
Results: