Streamlining Workflows for Faster, Smarter Decisions
Streamlining Workflows for Faster, Smarter Decisions
HEALTHCARE & PHARMACEUTICAL - UX Design | RAPID PROTOTYPING
PHARMACEUTICAL - UX Design | RAPID PROTOTYPING
Tracking whether customers follow their product purchase agreements (known as compliance tracking) is essential for maintaining smooth inventory flow and increasing profits. However, the old system for managing compliance was slow, complicated, and prone to mistakes.
The Problem
The Problem
Slow and Unclear Process
Slow and Unclear Process
Manual Data Analysis
Manual Data Analysis
The team spent hours pulling data from different tools and analyzing it in spreadsheets, which took too much time and led to errors.
The team spent hours pulling data from different tools and analyzing it in spreadsheets, which took too much time and led to errors.
Inefficient Tracking
Inefficient Tracking
When sales reps reached out to customers who were not following their agreements, their notes were inconsistent. This made it hard for product managers to make decisions.
When sales reps reached out to customers who were not following their agreements, their notes were inconsistent. This made it hard for product managers to make decisions.
Sales Teams spent hours analyzing Excel sheets to identify customers below 80% compliance.
Sales Teams spent hours analyzing Excel sheets to identify customers below 80% compliance.
Improve Tracking
Make it easier and faster to find customers with compliance issues
Boost Efficiency
Save time by cutting out the manual work and errors
Enhance Decision-Making
Provide clear, actionable information for the team
SOLUTION
SOLUTION
A Simple, All-In-One System
A Simple, All-In-One System
Task Flow Integration
Task Flow Integration
We combined AI-driven data from one tool into another platform used by both teams. This made it easy for everyone to see customer issues and task priorities in one place.
We combined AI-driven data from one tool into another platform used by both teams. This made it easy for everyone to see customer issues and task priorities in one place.
Centralized Dashboard
Centralized Dashboard
The tasks were organized with a clear dollar value, allowing the team to focus on the most important issues first.
The tasks were organized with a clear dollar value, allowing the team to focus on the most important issues first.
A comparison of the existing workflow, highlighting inefficiencies, and the proposed workflow, integrating existing platforms for a seamless experience.
A comparison of the existing workflow, highlighting inefficiencies, and the proposed workflow, integrating existing platforms for a seamless experience.
$500M+
$500M+
expected revenue protection through improved compliance tracking
expected revenue protection through improved compliance tracking
30%
30%
anticipated reduction in response time for addressing compliance issues
anticipated reduction in response time for addressing compliance issues
240+
240+
customers will experience improved efficiency through streamlined processes
customers will experience improved efficiency through streamlined processes
IMPACT
IMPACT
$500M+
$500M+
expected revenue protection through improved compliance tracking
expected revenue protection through improved compliance tracking
30%
30%
anticipated reduction in response time for addressing compliance issues
anticipated reduction in response time for addressing compliance issues
240+
240+
customers will experience improved efficiency through streamlined processes
customers will experience improved efficiency through streamlined processes
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