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Broken client journeys around field services.

Siloed manual processes across geos leading to poor client experience.

Inability to drive maximum revenue from existing services.

Business process harmonization across geos to drive faster decision making.

Digited and consolidated entire Sales processes across geos to improve customer service.

Introduced automations around site surveys and approvals to drive sustainability metrics.

Manual Sales and partner management processes.

Lack of audit history – approvals, discounts.

20% delay in month end close due to siloed systems.

Comprehensive workflow for sub con payment.

Leverage field visit data, Customer approvals, CSAT and job complexity to auto-process payments.

Capture approvals for scenarios like back-charge deductions.

Manual quotations, rate cards and discount approvals process - across geos and service lines.

Unable to do revenue forecasting based on deal pipeline.

Timely tracking of renewals and amendments.

CPQ for deal desk based on contract types, geos and service orders.

Multi-currency quotes, geo-specific rate cards and granular discounting approvals

Management dashboards on revenue booking, ACV insights and renewals.

Disparate deal management processes - by Geo and product types.

Inaccurate Sales Forecasts leading to 20% variance in demand planning accuracy.

Track variance on plan vs actuals for run rate business

Lead-to-Cash cycle digitization.

Sales agreements - with customization for tracking returns as part of actuals.

Custom KPIs with Tableau CRM dashboards– churn, average returns per customer, white space analysis.

Cumbersome manual process of email communication to students and learners.

Tracking conversions, updating lead statuses and maintaining accurate records.

Lack of personalization at scale.

Flexible and light-weight email communication system expediting student enablement.

Increase student outreach through personalized cross-channel experiences.

Built a self-sustainable team within Emeritus to manage and scale up their pre-enrolment processes.

Siloed systems and hence lacked common student experience.

Non-scalable business architecture aligned with student journey. 

Integrated view of student information spanning class details, payments, etc.

Defined a blueprint for a unified student lifecycle management platform on Education Cloud.

Digitized Student well-being workflow for one-to-many interactions.

Omni-Channel Student Query and Complaint Management.