适用功能
- 采购
- 销售与市场营销
用例
- 库存管理
服务
- 培训
关于客户
Equity Trust Company 是一家金融服务公司,帮助个人投资者、金融专业人士和机构通过另类资产类别实现投资组合多元化。
挑战
Equity Trust 的代表缺乏竞争功能,需要硬数据来显示业务影响。他们无法衡量功能的缺乏在竞争性交易中对他们造成了怎样的伤害,也无法在录音中搜索关键词或交易失败的原因。
解决方案
Equity Trust 选择 Revenue.io 作为其主要电话解决方案以及 Conversation AI。对话人工智能会自动显示常见的业务异议,并根据关键字标记呼叫。 Revenue.io 使管理人员可以更轻松地确定要审查的呼叫的优先级。
运营影响
数量效益
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相关案例.
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The hospital supply chain team is responsible for ensuring that the right medical supplies are readily available to clinicians when and where needed, and to do so in the most efficient manner possible. However, many of the systems and processes in use at the cancer center for supply chain management were not best suited to support these goals. Barcoding technology, a commonly used method for inventory management of medical supplies, is labor intensive, time consuming, does not provide real-time visibility into inventory levels and can be prone to error. Consequently, the lack of accurate and real-time visibility into inventory levels across multiple supply rooms in multiple hospital facilities creates additional inefficiency in the system causing over-ordering, hoarding, and wasted supplies. Other sources of waste and cost were also identified as candidates for improvement. Existing systems and processes did not provide adequate security for high-cost inventory within the hospital, which was another driver of cost. A lack of visibility into expiration dates for supplies resulted in supplies being wasted due to past expiry dates. Storage of supplies was also a key consideration given the location of the cancer center’s facilities in a dense urban setting, where space is always at a premium. In order to address the challenges outlined above, the hospital sought a solution that would provide real-time inventory information with high levels of accuracy, reduce the level of manual effort required and enable data driven decision making to ensure that the right supplies were readily available to clinicians in the right location at the right time.
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Hardware Retailer Uses Data Warehouse to Track Inventory
Ace tracked which products retailers ordered, when they were ordered and shipped. However, the company could not track or forecast actual sales. Data used for reporting was up to a one-week old, owing to performance and data cleansing issues. Requirement to integrate wholesale and inventory data with POS data to help drive key business decisions, improve category management, lower inventory costs and optimize pricing. Reliance on custom coding to integrate POS data was excessively resource intensive and led to major performance constraints.
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Remake Enterprise-to-production System
The client was running a legacy material flow tracking system and wanted to replace the system with a more effective one as the system was increasingly expensive to maintain and support and also was not extendable. The client's IT landscape was filled with modern applications and it was difficult to interface the material flow tracking system with modern applications.
Case Study
Expertech - Capital Tool Inventory
Costly tools used to splice fiber optic cables are an important part of Expertech’s operational and capitalized expenses, but the company did not have an automated system in place to track their tools and optimize their usage. The existing data in its tracking system was inaccurate and required manual updating, making it essential for the company to implement an efficient process to track and follow up on its capital tool inventory.