Customer Company Size
SME
Region
- America
Country
- United States
Product
- DocuWare
Tech Stack
- Cloud Computing
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Cost Savings
- Productivity Improvements
- Customer Satisfaction
Technology Category
- Platform as a Service (PaaS) - Data Management Platforms
Applicable Industries
- Healthcare & Hospitals
Applicable Functions
- Sales & Marketing
- Business Operation
Services
- Cloud Planning, Design & Implementation Services
About The Customer
Chicagoland Fat Loss Camps is a service provider based in the Chicago metropolitan area. The company offers a variety of exercise programs and nutritional counseling to clients, supporting them throughout their weight loss journey. They run a six-week workout program at seven different locations, with a kickoff event held every six weeks. Each event attracts between 50 to 70 attendees. The company also tracks client progress, including weigh-in numbers, supplement orders, and referral bonuses. Before implementing a digital solution, all these processes were handled manually, leading to inefficiencies and extra costs.
The Challenge
Chicagoland Fat Loss Camps, a company offering nutritional counseling and exercise programs in the Chicago area, was facing challenges with its paper-based client enrollment and tracking system. The company held kickoff events every six weeks, with 50 to 70 attendees at each location. Attendees interested in the program would fill out paper forms, which often resulted in incomplete or illegible information, requiring employees to follow up. This caused delays and presented barriers to converting event attendees to clients. Additionally, staff kept track of weigh-in numbers, supplement orders, and referral bonuses on paper. Employees worked long hours to input data into the company’s ERP system, costing about $3,000 per event.
The Solution
The company implemented DocuWare, a cloud-based document management system, to streamline its operations. They switched from paper forms to e-forms, which use required fields to ensure all necessary information is entered. Clients can now enroll on their mobile devices via easy-to-navigate forms with customized dropdown menus. The forms also use conditional logic, providing customization depending on clients’ answers. Once gathered, the information from e-forms is merged into a single line of data, reducing follow-up calls and allowing faster, more efficient client enrollment. DocuWare also tracks referrals and orders placed for supplements and t-shirts digitally, reducing errors and fulfilling orders faster. With DocuWare, the company has been able to digitize tens of thousands of pages of paper from previous programs.
Operational Impact
Quantitative Benefit
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