技术
- 基础设施即服务 (IaaS) - 云数据库
适用行业
- 教育
- 金融与保险
适用功能
- 采购
用例
- 时间敏感网络
- 基于使用的保险
服务
- 系统集成
- 培训
关于客户
Cullen Insurance Agency 是一家位于南加州的先锋保险机构,拥有二十多年的行业经验。该公司提供各种适合个人和企业独特需求的保险套餐。他们的专业知识涵盖汽车保险、人寿保险、摩托车保险、商业保险和房主保险。该机构以其对每个案件的专业处理而闻名,始终优先考虑客户的最大利益。这种方法为他们在行业中赢得了良好的声誉,使他们成为寻求保护资产的个人和企业的首选。该机构目前雇用 40 名员工。
挑战
Cullen Insurance Agency 是南加州一家领先的保险提供商,由于业务流程不一致,面临着重大的运营挑战。该公司主要通过收购实现增长,这导致不同分支机构采取了多样化的运营程序。被收购公司的员工习惯了旧的流程,抵制变革。运营上缺乏统一性造成了瓶颈并阻碍了公司的进步。首席执行官扎克·卡伦(Zac Cullen)认识到整个企业需要一个统一的流程,但很难找到一个可以有效简化其运营的系统。
解决方案
该解决方案以 SweetProcess 的形式出现,该系统提供根据 Cullen Insurance Agency 的需求量身定制的独特功能。 SweetProcess 提供了一个简单的文档流程,允许提供分步指南、图表、屏幕截图、照片和视频。这使得文档处理过程更容易理解并且更不容易出错。该系统还提供了搜索功能,可以快速访问文件和文档。 SweetProcess 充当了效率的参考点,提供了员工可以随时参考的标准文件。这对于培训新员工以及需要有人代替缺勤员工的情况特别有用。该系统还促进了快速培训和学习,并且基于云,它允许远程访问和轻松更新。
运营影响
数量效益
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