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

Protected Content

Protected Content

This project contains confidential details.

This project contains confidential details.

Interested? Email me for access.

Interested? Email me for access.

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