Seamless contract management
**Objectives:**
- Allow New Business specialists more time to focus on their core tasks
- Automate repetitive administrative duties
- Reduce communication mistakes
**Challenges:**
- Streamline current processes
- Enhance the productivity of sales personnel
- Automate task delegation among the team, managers, and clients
**Our Approach:**
**Step 1:** We held a discovery call with the New Business department at Tigers to understand their challenges and pinpoint processes that could yield quick, impactful improvements in workflow.
**Step 2:** We mapped out the processes, enabling us to recommend further optimizations and useful tools, providing value to the client even before starting the automation project.
**Step 3:** We implemented agile automation development through weekly sprints. We guided Tigers through a clear process, sharing ideas and suggesting additional solutions. Each week, we introduced new features, moving closer to automating contract processing.
**Outcomes:**
- Reduced contract processing time from 60 minutes to 15 minutes
- Average time savings of 8 hours per New Business specialist
- The automation system can be further developed and adapted for other administrative tasks at Tigers
We are thrilled that the automation enhances productivity and outcomes for Tigers’ New Business department while improving customer experience, enabling them to scale more rapidly!
**Client Feedback:**
"Our New Business department had numerous inefficiencies, and creating contracts for clients took an excessive amount of time. Additionally, we were manually transferring tasks from Pipedrive to Asana, which was unnecessary work. Now, thanks to Automation House, we have automation in place that saves us many hours each month. We can generate contracts in under 5 minutes, and the real-time flow of information between our tools keeps the entire organization informed about our progress." / Nikola Modzelewska, New Business Specialist