Need
The comprehensive automation of CAC processes faced a number of challenges that impacted work efficiency and the quality of services provided:
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Dispersedness of working systems Company employees, including full-time and part-time specialists, used different tools and approaches in their work, which complicated the interaction between departments and reduced the efficiency of task completion.
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Difficulty managing documents and meeting deadlines The lack of a unified space for working with documentation, planning audits, and monitoring certification stages led to low efficiency.
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Non-automated key processes The certification process was carried out manually, without a clear structure, which increased the likelihood of errors, deadlines, and made it difficult to control the completion of tasks.
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Insufficient transparency It was difficult for managers to quickly track the progress of tasks and effectively allocate resources.
Solution
Complex process automation using the Bitrix24 cloud platform
Result
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Increased transparency and process control: all information about clients, audit stages, and certification is now structured and available in one place
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Automation and simplification of certification processes: the use of CRM to organize the step-by-step certification process, as well as the implementation of custom fields for downloading documents and monitoring audit timelines through notifications, has reduced the likelihood of errors and increased employee performance.
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Customer Work Optimization: All customer data is now centralized, which has simplified interaction with them and made it possible to personalize the approach, promptly resolving issues related to their service and certification
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Organization of Employee Roles and Tasks: The implementation of a structure with the delineation of roles for full-time and non-full-time employees in the user card helped to clearly define the responsibilities of each specialist, which improved coordination and interaction within the company
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Accelerating decision-making: the availability of real-time up-to-date information in the system provided managers with data to quickly assess the current situation and make more informed and timely decisions.
Details of implementation
CRM for organizing the sequential and step-by-step certification process. User fields where documents can be uploaded to monitor compliance with audit deadlines through notifications from responsible employees.
Company structure, considering departments, positions, and functional roles of employees. In the user card, there is a delineation of roles for full-time and part-time specialists.
The automation system is configured to independently create tasks related to office trips, audit planning, and report preparation.
To improve the effectiveness of employee interaction with the system, strategic interface improvements have been implemented.
Training events were organized: trainings for managers and employees, as well as online webinars, during which users could ask questions and receive practical recommendations. This approach increased employee engagement and gave them confidence in working with the system.
All information about clients, audit stages, and certification is structured and accessible in one place. Managers were able to track the progress of tasks in real time.
Notifications and automatic task setting for field audit costs The task card is structured to cover all key aspects: document storage, audit preparation and execution, as well as certification stages control. The mandatory fields in the task card have become an important element that minimizes the likelihood of errors and ensures more accurate accounting.
Automated notifications that remind employees in a timely manner of the upcoming deadlines for completing tasks or important stages of work.
Automatically add inspection and recertification dates to the calendar.
Detailed instructions for using the portal functionality have been prepared for the client. To create them, key processes were analyzed and clear and step-by-step recommendations with visual elements were developed. This made it easy to perceive information and minimized possible questions from users.
Recommendation
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in the Corporate IT Solutions and Services
Hello!
- 100164, Uzbekistan, Toshkent shahri
- Mirzo Ulug'bek tumani, Tepamasjid ko'chasi, 4a-uy (IT PARK)
- OOO “AARTIT”
- TIN: 309036675, OKED 62 01 0
- p/s 2020 8000 4054 5983 6001
- v/s 2020 8840 7054 5983 6001
- ASIA ALLIANCE BANK JSCB,
- Mirabad branch, MFO 01124
- Director: SAMOYLENKO YURIY IGOREVICH
- 100164, Uzbekistan, Toshkent shahri
- Mirzo Ulug'bek tumani, Tepamasjid ko'chasi, 4a-uy (IT PARK)
- OOO “AARTIT”
- TIN: 309036675, OKED 62 01 0
- p/s 2020 8000 4054 5983 6001
- v/s 2020 8840 7054 5983 6001
- ASIA ALLIANCE BANK JSCB,
- Mirabad branch, MFO 01124
- Director: SAMOYLENKO YURIY IGOREVICH
With this, in accordance with the Law of the Republic of Uzbekistan No. ZRU-547 dated July 2, 2019 "On Personal Data", I freely, voluntarily, and in my own interests express my unconditional consent to "AARTIT" LLC (hereinafter referred to as the Operator) to process my personal data.
Personal data - any information relating to a specific or defined individual based on such information.
This Consent has been granted by me to process the following personal data:
- Surname, First Name;
- Contact telephone;
- Electronic mail;
- Company website address;
- Company name;
The consent has been given to the Operator to perform the following actions with my personal data using automation tools and/or without using such tools: collection, systematization, accumulation, storage, clarification (updating, modification), use, depersonalization, as well as carrying out any other actions stipulated by applicable law, both non-automated and automated.
This consent is given to the Operator to process my personal data for the following purposes:
- providing me with services/work;
- sending notifications to my address regarding the services/works provided;
- preparing and sending answers to my inquiries;
- sending information, including advertising information, to my address regarding the Operator's events/goods/services/works.
This consent is valid until it is withdrawn by sending a corresponding notification to the email address
mail@progressivemedia.uz.
mail@progressivemedia.ru
In the event that I withdraw my consent to the processing of personal data, the Operator has the right to continue processing personal data without my consent, provided there are grounds specified in paragraphs 2-11, part 1 of Article 6, part 2 of Article 10, and part 2 of Article 11 of the Federal Law.
