Initforthe spent time with the entire HardSoft team to learn about their business and to understand the frustrations of the team. We uncovered two immediate concerns: the time it took to handle the dispatch of an order, and the time taken in handling support cases.
As we planned the project it became clear that the order process itself was complex and could be automated to reduce overall time and that became the primary focus, with a side effect of solving the support case issue at the same time.
And so a new platform was built, which made the chore of managing orders simpler by automatically calculating finance figures and generating paperwork, and in some cases automatically submitting that paperwork for approval by the appropriate funding provider.
We were provided with a database export of the old data, and built an interface around that to provide HardSoft with all their old leasing and customer information.
HardSoft now has a single place where their lease and order information lives and it automates the communication between departments as the order progresses.