The global business landscape of the 21st century warrants efficient use of technology to provide customers with the best possible services. A large-scale communications provider partnered with Phoenix to streamline internal processes to improve efficiency, enhance collaboration, and unlock new opportunities for innovation. This case study highlights how Phoenix, a leader in digital solutions, helped the client to modernize their promotions and vendor-credit-memo process.

The Customer’s Problem:

The communications provider faced challenges with manual processes and fragmented systems, particularly in managing promotions and vendor invoice credit memos. The product marketing team needed help with a laborious 6-step process involving Excel spreadsheets, email exchanges, and manual credit memo reconciliation. This inefficiency hindered operations and growth due to a lack of visibility and time wastage.

Phoenix identified the problem statement as:
“Implement a digital platform to reduce or eliminate the manual efforts on the users’ part to streamline promotions and credit memo processes.”

Phoenix’s Solution :

With the problem statement in place, teams at The Phoenix Group began building a roadmap to implement the said solution. We proposed a centralized, automated solution to streamline the promotion-to-credit memo lifecycle.

It was decided that such a system be implemented through collaboration with the client’s teams and its vendors. The platform development featured seamless integration with existing Point of Sale (POS) systems. The solution offered the following key features:

• Real-time Reporting
• Analytics dashboards for users
• Historical Data Visibility

There were also other small features, such as a known UI, which were also implemented to simplify processes, empower users, and enhance collaboration.

Results :

The implementation of an automated tool helped users create, track, and manage promotions with relative ease compared to previous manual processes, reducing tedium on the users’ and vendors’ part.

• The streamlined communication and reduced reliance on emails helped drive up to $100,000 in FTE savings for the promotions’ sales teams in the very first cycle post-implementation.
• Consolidated data from multiple POS systems enabled up to 2x faster decision-making cycles.
• Access to real-time insights and historical data also aided in tailoring future promotions and timing them right for maximum sales boost.

The overall impact of the implementation of the automation process by Phoenix resulted in enhanced productivity and added competitive advantage for the client.

Conclusion:

Through strategic collaboration and innovative solutions, Phoenix Innovations transformed the communications provider’s operations, driving tangible value and positioning them for continued success. By modernizing the promotions and vendor-credit-memo process, Phoenix empowered the organization to unlock efficiencies, improve collaboration, and confidently pursue its business objectives.