Business process automation
Portfolio
CRM for a Microfinance Organization
Our client gives out small amounts of money for fixed dates such as $1000 for 150 days. The company was determined to automate the loan disbursement process in order to reduce the loan servicing costs and exclude the human factor along with possible errors that they may make. SOLUTION: G’solutions chose 2 mobile developers, 1 Go backend developer, 1 UX designer, and 1 systemic analyst. Our team discussed the processes of document verification through external systems, as well as application processing and loan disbursement. Then the needed CRM system modules were developed. At first, it was the user's personal account. Microloan applications were automatically collected and implemented through a website where the borrower registers. After registering, the customer selects the amount of money. Then the program informs about the dates of the payment. Afterward, the borrower passes a simple identification procedure through an SMS code which is then fixed in the CRM system of the company. Later on, they need to fill in some specified information about themselves: photo, ID, card data, etc. People who have already dealt with the bank, have their info along with the payment history in the company’s CRM, and if they want to take another loan, CRM takes the responsibility to decide whether let the person continue working with the bank or not.
Business Process Automation for a Tutoring Platform
A big tutoring platform that hires a lot of specialists of different kinds of work fields, needed something to make the organization’s work smoother. The company was getting new employees quite often as they were short-term tutors, most of the time. Every time a new onboarding procedure should be carried out, it takes quite a lot of time. So the company got in touch with us to help them with the business process automation. Solution: G’solutions’s highly qualified team members who had dealt with that kind of task quite a lot of times gathered and did brainstorming to work for the best solution for our customer. The team had one team leader, one developer, and one product manager. Our leader and product manager were working together to collect information on the company’s previous way of onboarding. We also tried to come up with some innovative suggestions to include in the onboarding process such as a “Fun facts” survey. After a month, our customer started the newly refreshed way of onboarding. The background check, various emails, surveys, office tours, etc. were already automated and don’t request manual intervention that much. Besides, when the new tutors register on the website, all the data about them is being collected and kept in the company’s CRM, which makes the work one thousand times better. Afterward, if the organization needs any kind of relevant information, which has been submitted previously, it will be found with the help of CRM storage.
Mobile application for Fintech Organization
Client Streamline and optimize your sales commission calculation and validation process by providing your sales representatives with real-time monitoring. Our client Checksign, a French and independent software publisher, helps all types of companies (start-ups, TPE-SME, ETI, SBF120, CAC40) to simplify and secure the processes for calculating and validating sales team commissions. Checksign offers an APP and an API in SaaS mode as well as connectors with the main CRM tools on the market. Checksign allows you to simulate in real time all the commissions to be collected on the orders and contracts you sign. A dashboard showing the history accompanies you all year round. Solution Here are the main features of the application we delivered to our client Module for presenting signed commission plansModule for calculating commissions on orders/customer contracts signedSales team performance statistics module by type of indicatorCommercial commission validation rules management moduleInterface module with the main CRM tools on the marketResearch and EDM module for customer orders/contractsSimulation module Simulation module
BPA Expertise
Business process automation
Camunda, Java, H2, Docker, and other software services are used by the G’solutions team to make business process automation possible. BPA increases productivity, makes a better customer experience, saves time and money.
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B2B Automation
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B2C Automation
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Workflow and Decision Automation
BPA Applications
B2B Automation
Business to Business automation in BPA is the action of automating tasks between two or more parties. You can send and receive follow-up emails and notifications regarding new projects, keeping the connection strong and smooth among large groups.
B2C Automation
Business process automation involves B2C automation as well, which includes individual consumers. You can easily automate business campaigns of your services and grab new customers’ attention.
W Workflow and Decision Automation
Workflow automation is related to tasks that can be completed automatically due to workflow automation software. Decision automation, in its turn, helps make automated choices in business without additional addressing to humans.