The problem
Approvals, renewals and collections ran on manual hand-offs between people and systems.
What we built
- Development bank — a bank-wide document-workflow system: expense-category modules, employee calendar, counterparty and employee master data, electronic-document approval models, with a full QA cycle.
- Life insurer — a retail life-insurance product: policy renewals with full agent support, custom forms, business logic and notifications.
- Collections agency — collections automation, including synchronization between third-party SIP telephony and the platform.
Scope
Business analysis, configuration and development, QA, rollout.
Client name withheld under NDA.