Unifonic's Strategic Use of Workiom

The Solution

Workiom responded to these challenges by implementing several strategic improvements to enhance the SID and account verification processes:

• Unified Communication Process: The process now starts from Unifonic’s CRM via webhook, triggering personalized form requests through Workiom that adapt dynamically based on sector, country, and other criteria.

• Tracking Availability and Collaboration: Workiom's system assigned received requests to business operation members based on their availability, optimizing resource allocation and enhancing collaboration among team members.

• Automated Reminders and Updates: Workiom’s automation enforces SLAs, sends reminders, and even auto-closes inactive requests after three days, reducing manual follow-ups and maintaining momentum.

• Automated Verification Processes: Workiom introduced an automated system that significantly reduced manual input while enhancing accuracy and processing speed. Automated emails were sent to clients with rejected information, including detailed feedback from the assigned business operation member. Clients were asked to resubmit only the rejected information, with previously approved information pre-filled in the forms. Even if clients resubmitted approved information, Workiom’s automation retained the previously approved data, preventing redundant approvals and streamlining the verification process.

• Comprehensive Payment Integration: Integration with Unifonic’s financial system allows real-time synchronization of payment statuses inside Workiom, ensuring financial updates are immediate and accurate.

• Centralized Management Dashboard: Advanced dashboards are now integrated with Freshdesk, enabling a unified view of request statuses, performance metrics, and operational SLAs.

The Results

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Workiom's implementation led to notable improvements in SID management, leveraging advanced automation and integration features:

• Operational Excellence:
  • Error Reduction: Automation through Workiom significantly minimized manual entry errors by employing workflows and validation rules.
  • Process Acceleration: Automated processes using Workiom’s platform expedited SID registrations and renewals, reducing the overall processing time.
  • Enhanced Productivity: Automating repetitive tasks allowed staff to concentrate on strategic initiatives, thereby boosting productivity.

• Improved Transparency:
  • Real-Time Updates: Workiom’s real-time notification system provided stakeholders with immediate updates on SID application statuses.
  • Detailed Notifications: Automated notifications detailed approvals, rejections, and corrections needed, enhancing communication and trust.
  • Comprehensive Tracking: Workiom’s tracking capabilities offered visibility into each step of the SID application process, ensuring accountability.

• Reduced Costs and Increased Efficiency:
  • Lower Operational Costs: Automation reduced the dependency on manual labor, leading to significant cost savings.
  • Rapid Customization: Workiom's no-code platform allowed for quick adaptations to evolving business requirements without heavy IT involvement.
  • Streamlined Compliance Tracking: Automated workflows ensured compliance with regulatory standards, minimizing the risk of non-compliance penalties.
  • Efficient Customer Support: Integrated support workflows facilitated faster resolution of client issues, improving overall satisfaction.

• Enhanced Collaboration:
  • Optimized Task Assignment: Automated task assignment based on availability and workload ensured optimal resource utilization.
  • Improved Coordination: Real-time updates and automated notifications kept all stakeholders informed, enhancing teamwork.

• Better Client Interaction:
  • Timely Reminders: Automated reminders prompted timely client responses, reducing delays.
  • User-Friendly Resubmission Process: Clients could easily resubmit only the required information, speeding up the approval process and reducing frustration.
  • Pre-Filled Forms: Approved information was pre-filled in resubmission forms, eliminating redundant data entry for clients.

• Financial Integration:
  • Real-Time Transactions: Integration with multiple payment gateways enabled seamless financial transactions.
  • Improved Financial Workflow: Automated financial processes ensured accurate and timely transaction handling, enhancing financial management.

• Centralized Management Dashboard:
  • Unified Overview: A comprehensive dashboard provided a holistic view of all SID management activities, facilitated by Workiom’s advanced UI.
  • Batch Actions: Support for batch processing of applications saves time and effort.
  • Advanced Search and Reporting: Enhanced search capabilities and reporting tools allowed quick information retrieval and detailed operational analysis.

Conclusion

Unifonic’s adoption of Workiom's solutions has dramatically improved the efficiency and reliability of their SID management processes. Key outcomes include:

• Elimination of Manual Tasks: Workiom's automation capabilities replaced cumbersome manual processes with efficient automated workflows.‍

• Enhanced Technological Integration: Workiom’s advanced integration features streamlined both internal operations and customer interactions.‍

• Operational Excellence: The integration of automation and centralized management via Workiom has set a new standard for operational excellence.‍

• Customer Satisfaction: Improved transparency, timely updates, and efficient processes have significantly boosted customer satisfaction.‍

• Cost Efficiency: Lower operational costs and increased efficiency have made the SID management process more cost-effective.

• Industry Benchmark: Unifonic’s success with Workiom serves as a benchmark for operational excellence and customer satisfaction in the industry.

This transformation has not only met but exceeded expectations, demonstrating the powerful impact of strategic automation and integrated management systems using Workiom in achieving business goals and delivering superior service quality.