Executive Summary
Our client was previously manually collating information on customer orders and deliveries, pulling data from three different portals to produce reports detailing 40-1000 lines of data, including shipment and delivery time slots. This report was collated three times a week for 21 different customers. Our client wished to have a single source of truth, ensuring that the whole team were working from the same data.
Client Organisation
This business is an award-winning Premium Beverage brand with global reach covering over 90 countries. They have been established for over 20 years and provide a premium service to their customers.
The Challenge
Our clients' reporting system was disjointed and inefficient, requiring members of the export team to collate the data on shipments to their customers manually. This was a timely process, requiring the collection of data from multiple sources and was prone to errors. Our client was required to pull multiple codes depicting whether or not an order had been fulfilled, who the haulier is, when the customer can expect the delivery, etc.
The Solution
Cevitr developed a process in under 3 weeks to automate the customer communication process. This involved mapping out the steps for the client where Cevitr’s digital worker ‘Jo’ duplicated the work of the team. For that individual customer, Jo populates the required data for each, depending on what different customer requirements they have. So they can just fill out a template file, tell the bot who they need to email, and it runs on a schedule to go and collect the latest information, sanitise it, and then email it to the different customers. The process runs in the morning 3 times a week.
Jo is able to break down information on clients' shipments providing details such as when they are going to arrive, pulling information from multiple distributors. We are also able to submit different templates to the digital worker, so each customer can have their own view and different requirements if needed. Our digital worker is able to get the active status of the containers and what port they're going to arrive at, for example, in the US. There's a differential column on the file, so it's pulling the production data, what features you have made, any damages in shipping and things like that that they can expect to come through.
Results
Cevitr received positive feedback from the Global Head of Exports, who was delighted with the accuracy and speed of the reports provided to their customers. There was an improvement in the accuracy of the data provided to our clients' customers, meaning they were kept up-to-date on deliveries, including factors such as damages, delays and expected delivery dates. This allowed our client to provide improved customer service to their clients.
Key Takeaways
The success of this process can be summarised by the following points;
Conclusion
Our client is delighted with the results of this process, allowing them to collate accurate up-to-date information on their exports. Having one ‘source of truth’ means that the details reported are correct and are provided on time.