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Shipment Order Booking Process Automation for Cargo Wise

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CLIENT

Company is a leader in global logistics space, operating out of UK, providing comprehensive logistics services across LAND, AIR & SEA modes across 1000+ origins & destinations through its global network of 220 offices in 80 countries

USE CASE

As part of business, they act as Logistics Partner for large manufacturers and receives huge volume of delivery requests as emails and spreadsheets daily. As a result, key operations team remain engaged in processing the orders and creating Job-Orders into CargoWise for almost 80% of their time. They also, manually place delivery orders to courier partners like DHL, update the reference numbers into CargoWise against the Job-Orders & thereafter, send out the tracking details.

BUSINESS CHALLENGES
  • 80% of time almost 50% of their experienced Operations team members remain busy with the repetitive work
  • Business Scalability & Customer Experience were impacted as key team members remained stuck in manual work
Company wanted to cautiously embrace
technology so … requested for an RPA POC…
shipment order
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CLIENT

Company is a large privately owned logistics company operating out of UK, providing supply chain & logistics services to automotive, retails, FMCG and chemical sectors.

USE CASE

Company made substantial investments towards their digital visibility platform, developed in-house. But it lacked in its ability to support non – web users. They wanted to provide extended visibility of shipments to their end customer users and respond to the customer’s queries and challenges with greater speed and precision. They wanted visibility on Mobile with Chatbot, which could communicate with their visibility platform over APIs.

BUSINESS CHALLENGES

75% of existing users were operating outside offices without proper computer access, but they only had web-only solution Wanted to provide visibility to users – Where they Want, When they want, but lacked technological knowhow

Company wanted an integrated Mobile
Visibility with conversational interface…
mobile based
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Business Challenges
  • Had several accounts persons working on manual checking and
    processing of supplier invoices in different processes
  • Lacked accuracy, time consuming and error prone
  • A system was expected to reduce the manual effort & save cost
Solution Offered
  • Developed solution to Manage contract, Upload supplier invoices, integrate with SAP ERP system. It allows for intelligent data extraction from invoice pdfs and do invoice auto approval and rejections. Provided manual correction of captured invoice data as required. Push approved invoices to ERP system for settlement. Solution covered
    • Auto reading of supplier emails & downloading PDF invoices
    • Classification of invoice template and data extraction from document
    • Web portal for the Finance team to review extracted invoices, correct and submit for approval
    • Automated Approval workflows processing invoices and sending them to configured approver-matrix
    • Pushing the approved invoices to SAP for settlement

Customer – Global leader since 1966 in subsea production umbilicals, subsea power cables and Intervention Workover Control Systems for the offshore oil and gas industry

inteleigent invoice
Benefits
  • Upgraded legacy automation to AI based Intelligent Automation tech-stack
  • TCO reduced by 60% with improved Customer Support
  • Per-Invoice Receive-to-Approval Cycle Time reduced to 1-day from 7-days
inteleigent invoice-two
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PROBLEM
PROBLEM

FRAGMENTED SYSTEMS CAUSING GAPS IN BUSINESS AND
HENCE RESULTING IN LOWER CUSTOMER SATISFACTION .

Our client had a challenge of siloed data for partner and customer service operations and they chose Salesforce to create a unified 360-degree view to deliver customer success.

SOLUTION

ABSYZ BUILT A DEALER AND CUSTOMER SUPPORT PORTAL TO
RAISE TICKETS AND DELIVER RESOLUTION WITHIN SLA’S.

Our team was chosen by the client to provide Salesforce roadmap on their vision to achieve customer success. We quickly gained an understanding of what the client was trying to accomplish and helped them understand how the Salesforce platform could deliver value in terms of data, compliance and a top-notch customer satisfaction. Our team delivered the service portal on service, partner and customer community cloud. It was one of the first projects on Salesforce lightning with single sign on enabled.

SOLUTION

manufacturing-gif
OUTCOME: DRASTIC REDUCTION IN IT HELPDESK COST DUE TO OPTIMIZED SYSTEM

  • Up to 15% reduction in ticket volumes.
  • Self-help portal to create and track cases.
  • Applauded by business for improving futuristic features.
  • Gamification of the system to promote and increase adoption among external stakeholder.
UPTO-30-COST-SAVINGS ON SALESFORCE INVESTMENTS
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PROBLEM
PROBLEM

MANUAL AND TIME CONSUMING CUSTOMER ONBOARDING
PROCESS USING MULTIPLE SYSTEMS.

Our client was facing a challenge in terms of manual process that caused errors and delays leading to low customer satisfaction. This resulted in “provide-best-customer-experience” value proposition using best available CRM in the world i.e. Salesforce.

SOLUTION

DIGITIZE COMPLETE ONBOARDING USING SERVICE CLOUD

With this objective in mind our team worked on an implementation strategy that was focused on outcomes within the assigned timeline. We implemented customer KYC process using custom lightning components, buttons, templates & standard lightning capabilities. Created lightning pages to fetch customer information & reflect as a dashboard to get the customer’s 360 view including account & transaction information at a granular level. The entire solution was deployed in 12 weeks for over 200+ users.

SOLUTION

manufacturing-gif
OUTCOME:REDUCED TURNAROUND
TIME WITH 360 DEG CUSTOMER VIEW.

  • Simplified repetitive tasks & improved collaboration between departments.
  • Record TAT and SLA Improvements achieved.
  • Reduced technical debt.
  • Close to 5% reduction in overall onboarding related complaint tickets.
OUTCOME-REDUCED-TURNAROUND TIME WITH 360 DEG CUSTOMER VIEW
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Problem
PROBLEM

DIGITAL TRANSFORMATION OF DIRECT SALES AND RETAIL
STORE DELIVERY FOR 5 MILLION STORES.

Our client was hard pressed on time to go live with a digital solution in major markets involving over 5 million stores. Previous two attempts with global strategic partners had failed resulting in tight budgets. The overall objective of the project was to build a solution that is scalable owing to diverse market requirements with various profile of users.

SOLUTION

BUILT AND DELIVERED A ROBUST SOLUTION IN RECORD TIME
USING SALESFORCE AND SAAS VENDOR IVY MOBILITY.

Our team worked on a multilayer technology strategy. We built the backend architecture in Salesforce platform keeping business functions objectives in mind. The front-end SaaS application had a bi-directional sync with Salesforce to manage huge loads of data. The overall application worked in a seamless manner with module wise go live achieved in record time.

Solution

manufacturing-gif
OUTCOMES: APPLICATION ROLLED OUT
IN MULTIPLE COUNTRIES AND USED BY
OVER 5 MILLION STORES.

  • Store managers can track various KPI’s and schedule sales to align demand.
  • Distribution can identify and resolve bottle necks at a faster rate.
  • Applauded by business for improving user experience.
  • Uplift in sales rep’s efficiency.
OUTCOMES APPLICATION ROLLED OUT IN MULTIPLE COUNTRIES AND USED BY OVER 5 MILLION STORES
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PROBLEM
PROBLEM

OPTIMIZE SALESFORCE & IMPROVE USER EXPERIENCE

Our client was facing aggressive budgets in terms of their IT spend and this resulted in shift towards a “doing-more-with-less” value proposition for their existing Salesforce investments.

SOLUTION

ENGINEERING COST REDUCTION

With the objective in mind, we collaborated with executive stakeholders to align outcomes towards optimization.

Our team created a framework around the affordability and optimization strategy. We redesigned the architecture keeping business functions objectives in mind. The new solution was adhering to governor limits in Salesforce to keep the whole system configurable which facilitates ease of maintenance.

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manufacturing-gif
OUTCOME:UPTO 30% COST SAVINGS ON
SALESFORCE INVESTMENTS.

  • Reduced technical debt
  • Applauded by business for improving user experience
  • Increased adoption and uplift in staff efficiency
UPTO-30-COST-SAVINGS ON SALESFORCE INVESTMENTS
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Industry: Auto Insurance

Client Overview

The Youngsoft client is a prominent auto insurance provider who wanted to improve the training and development of its staff and agents.

They recognized the need to streamline user management, content delivery, and tracking of employee learning progress. To achieve this, the company integrated Adobe Experience Manager (AEM) with Workday, a cloud-based human resources and finance management system.

The Problem Statement 

  • Data Integration Complexity – Ensuring seamless data synchronization between AEM and Workday required careful planning and robust data integration strategies.
  • User Adoption – Overcoming resistance to change and ensuring that employees embraced the new learning system was a key challenge for the auto insurance provider company.
Business Solution
  • Youngsoft proposed a strategy that included integrating Workday and AEM to provide an easy and efficient learning process for the staff. 
  • The AEM layer of gamification added excitement to the learning process. User identities and employee data were created and maintained using Workday, which provided unmatched data accuracy and consistency.  
  • Employees had access to a variety of courses, modules, and exams thanks to the efficient delivery of learning content that was made possible by utilizing Workday’s robust capabilities for learning object creation and tracking. 
  • The usage of Adobe Experience Manager (AEM), which enabled personalized learning experiences, intelligent assignment logic based on numerous parameters, and the prompt delivery of notifications, increased user engagement. 
  • The user-friendly interface of AEM could make the overall learning process interesting and approachable. This was addressed through user training and clear communication.
  • The challenge of overcoming resistance to change and ensuring that employees embraced the new learning system was effectively addressed through comprehensive user training and transparent communication.
Core Technology Used

  • User ManagementWorkday served as the central repository for user data. It created and maintained employee profiles, ensuring up-to-date information.
  • Learning Object Creation – The production of learning items, such as courses, modules, and exams, was possible with Workday.
  • User Progress Tracking – Every learning object was tracked by Workday in terms of user progress and completion status.

  • User Data SynchronizationUser data was easily pulled from Workday to AEM, ensuring system synchronization for user management.
  • Learning Content Display – AEM provided a unified learning portal by retrieving learning objects created in Workday and displaying them within its application.
  • Touch of Gamification – The AEM layer also offered elements similar to gamification, such as leaderboards, batches, levels, etc., to motivate users.
  • Assignment Logic – AEM had a sophisticated logic for assigning learning objects to users based on roles, departments, or other criteria, enhancing personalized learning experiences.
  • Notification SystemAEM provided users with due dates for learning items and encouraged completion by sending them reminders and notifications.
  • Redirection to Workday – When users accessed a learning object in AEM, they were seamlessly redirected to Workday for course completion.
  • Completion Status – AEM retrieved completion status data from Workday, enabling real-time tracking of user progress and course completion.
The Positive Impact

  • Efficient User Management

Workday’s user management capabilities ensured accurate and up-to-date employee data, improving HR processes.

  • Enhanced Learning Experience

AEM’s user-friendly interface and content delivery features empowered employees to access and complete learning objects effortlessly.

  • Personalization

AEM’s assignment logic facilitated personalized learning experiences, ensuring that employees received the most relevant training.

  • Timely Notifications

AEM’s notification system improved engagement by reminding users of upcoming learning deadlines.

  • Real-time Tracking

With AEM getting the completion status data from Workday, the company gained real-time insights into employee progress, enabling better decision-making.

Key Highlights
  • Transformation of Training Programs

Integration of Adobe Experience Manager (AEM) with Workday revolutionized the Auto Insurance Company’s employee training and development initiatives.

  • Centralized User Management

The company achieved efficiency by centralizing user management and ensuring accurate and up-to-date employee data via Workday.

  • Streamlined Learning Content Delivery

AEM and Workday collaboration streamlined the delivery of learning content, enabling employees to access courses and modules with ease.

  • Enhanced User Engagement

AEM’s personalized learning experiences and timely notifications significantly increased user engagement in the training process.

  • Future-Ready Positioning

This integration positioned the company for future growth and success in the fast-paced auto insurance sector.

  • Technology-Driven Transformation

The case study serves as a clear example of technology integration’s transformative potential in enhancing organizational efficiency and promoting employee development.

About Youngsoft Inc.

Founded in 1996, in Michigan, Youngsoft Inc. is an information technology company specializing in IT consulting, and staffing. Over the past two decades, the company has delivered cutting-edge tech solutions like AEM, Liferay, Business Intelligence, and more to a global clientele. With a futuristic vision, Youngsoft has spearheaded innovations in Healthcare IT solutions and implemented Industry 4.0 in a Box program, a flagship IIoT initiative in partnership with AWS (Amazon Web Services).

To learn more about the solutions we offer, and how we can assist you, write to us at communications@youngsoft.com

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Industry: Auto insurance

Client Overview

The Youngsoft client is a prominent auto insurance provider who faced challenges in delivering efficient services, consistent messaging, and personalized interactions across diverse communication channels to its clientele.

Youngsoft orchestrated a solution with integration between Adobe Experience Manager (AEM) and Salesforce. It catalyzed a significant shift in the way the auto insurance company engaged with its members/customers. This integration not only heightened customer engagement but also streamlined operations, underscoring its potential to reshape the industry landscape.

The Problem Statement 

  • Integration – The client’s workflow was hampered due to fragmented customer profiles kept in more than one system. Inconsistent data of prospects and policyholders (members) was creating a major work issue for the client. 
  • Proper branding – The development of a logical brand identity was hindered by inconsistent messaging and branding across several media.
  • Streamlined Data transferringData transferring between AEM and Salesforce was scattered by various programs which resulted in inefficiencies and data discrepancies.
  • Effective communicationThe client struggled to provide personalized recommendations and information to policyholders, limiting the effectiveness of their outreach.
The Business Challenges
  • The client wanted a mobile app to integrate its customer engagement initiatives and customer experience that would result in providing the policyholders with a seamless experience.
  • It was challenging to provide the policyholders (members) a seamless experience on behalf of the client ranging from quote requests to the provision of location-based services to claims processing in the mobile app.
Business Solution
  • Youngsoft proposed and executed an integration strategy, seamlessly linking AEM and Salesforce.
  • This integration bolstered customer engagement, optimized marketing efforts, and streamlined data exchange systems.
  • Youngsoft developed a mobile application that offered greater services by detecting the customer’s location.
Core Technology Used

The integration between (AEM) Adobe Experience Manager and Salesforce showcased how the amalgamation of both technologies can revolutionize customer experiences. The partnership between both technologies achieved remarkable results for the client. It paved the way for new scopes in reshaping the auto insurance landscape.

The merger of both technologies enabled personalized communications systems, and fine-grained data exchanges between the technologies thus ensuring brand consistency for the client. Adobe Target was also leveraged by the Youngsoft developers to improve experiences. Adobe Target supported the personalization of customer experience for every policyholder.
The Positive Impact

  • Consolidated customer data

The integration of AEM and Salesforce empowered the client with a consolidated member and prospect profile list that encompassed membership details, customer location, communication history, and interactions. This holistic view helped in decision-making across several departments of the business organization.

  • Tailored communications

Utilizing the integrated data, the client harnessed and delivered personalized communications among its policyholders and prospects. This customized approach included offering policy recommendations based on individual needs that resulted in enhancing policyholders’ satisfaction.

  • Automated touchpoints

The integration facilitated the fine-grained exchange of customer data between AEM and Salesforce. This enabled the client to automate targeted communications triggered by various customer attributes or events.

  • Consistent brand identity

The Youngsoft developers ensured that the latest branding assets and content from AEM seamlessly flowed into Salesforce, thus ensuring a uniform brand experience across all policyholder interactions.

  • Empowered service teams

Armed with a comprehensive mobile application that enabled customers to avail various services based on their location, the customer service representatives of the client were better equipped to provide tailored assistance and address the policyholders’ requests more efficiently.

Key Highlights

  • Elevated engagementPersonalized communications and recommendations drove heightened engagement, leading to a 25% increase in online policyholder interactions and inquiries.
  • Efficient operations – Automated communication workflows reduced manual intervention, resulting in a 30% decrease in time spent on routine policy inquiries and updates.
  • Enhanced policyholders’ loyalty – The integrated approach contributed to a 20% rise in policy renewal rates, as policyholders received relevant and timely information.
  • Improved brand perceptionThe seamless, personalized experiences resulted in a 15% improvement in customer satisfaction scores, bolstering the client’s brand image.
  • Steady business growthThe cumulative impact of enhanced engagement, operational efficiency, and improved policyholders’ loyalty translated into a substantial 20% YoY increase in policy sales.
About Youngsoft Inc.

Founded in 1996, in Michigan, Youngsoft Inc. is an information technology company specializing in IT consulting, and staffing. Over the past two decades, the company has delivered cutting-edge tech solutions like AEM, Liferay, Business Intelligence, and more to a global clientele. With a futuristic vision, Youngsoft has spearheaded innovations in Healthcare IT solutions and implemented Industry 4.0 in a Box program, a flagship IIoT initiative in partnership with AWS (Amazon Web Services).

To learn more about the solutions we offer, and how we can assist you, write to us at communications@youngsoft.com

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Industry: Insurance

Client Overview

Founded in 1901, AAA Auto Club Group (ACG) is a reputed member of the AAA federation. It is the second largest AAA club in North America, serving more than 14 million members across 14 U.S. states, the province of Quebec, Puerto Rico, and the U.S. Virgin Islands. ACG provides a full suite of products and services e.g. roadside assistance, insurance, financial services, automotive, transportation, safety, advocacy, discounts, membership, and travel support to millions of AAA Members.

The Problem Statement 
  • ACG acquired two clubs, AAA Colorado and AAA Carolinas. With this acquisition, ACG wanted to merge the digital magazine websites of AAA ACG, AAA Colorado, and AAA Carolinas into a single digital magazine website.
  • ACG wanted to merge these three digital magazines into one website with the name, ‘AAA Living’, and host the new digital magazine on an experience management platform that should be highly secure and author-friendly.
The Business Challenges
  • It was important for ACG that the website reflects the business needs as well as increases user productivity in order to increase ROI.
  • It was challenging to merge and maintain three content repositories of AAA ACG, AAA Colorado, and AAA Carolinas into a single repository and execute the content migration and review tasks seamlessly.
  • The requirement was to create pages and host content for the newly built website and the content had to be fetched from the 3 existing websites.
Business Solution
  • The Youngsoft team found AEM version 6.5 to be the perfect fit for building the new website. 
  • AEM provided the ‘AAA Living’ website with the best author environment and DAM (Digital Asset Management) facility.
  • Adobe Experience Manager provided an enriched, user-friendly, intuitive, and collaborative end-user experience to the new website.
  • In addition to supporting ACG’s website with a robust Content Management System (CMS), AEM allowed stakeholders, partners, and clients to leverage information using a single platform. 
  • AEM provided ACG the much-required freedom of modifying the website on its own without taking support from the technical team or outside resources.
  • With AEM, ACG got access to innovative features and a faster development cycle, which led to a decrease in maintenance costs.

Core Technology Used

AEM supported ACG by creating and managing digital experiences across multiple channels. AEM 6.5 offered sophisticated UI (User Interface), multiple layers of personalization, and desktop conventions to the website. It fulfilled the ‘AAA Living’ website’s Web Content Management needs and delivered a content-driven robust business solution facilitating the integration of enterprise applications, and revenue-generating social networks.

Along with AEM, a powerful framework with enterprise-grade security, out-of-the-box content management capabilities including flexible workflows, and robust tools for integration with complex and existing legacy systems had been leveraged.

The Positive Impact
  • AEM supported in crawling, reviewing, ranking, and segregating articles from the three existing websites to the new ‘AAA Living’ website with ease.
  • The AEM Authoring feature delivered a consistent content experience.
  • AEM helped in the integration of various endpoints into a single end-point.
Key Highlights
  • AAA Living magazine’s website design was completed after receiving input from ACG. 
  • Youngsoft’s AEM team reviewed, edited, and ranked 150 articles from the three previous websites to the new website.
  • The Youngsoft team developed and delivered necessary training resources for the ACG staff on how to manage the website’s functionalities effectively.
  • The ‘AAA Living’ magazine website is at present going through 6 million page views per year while the maximum capacity level is 24 million page views per year.
About Youngsoft Inc.

Founded in 1996, in Michigan, Youngsoft Inc. is an information technology company specializing in IT consulting, and staffing. Over the past two decades, the company has delivered cutting-edge tech solutions like AEM, Liferay, Business Intelligence, and more to a global clientele. With a futuristic vision, Youngsoft has spearheaded innovations in Healthcare IT solutions and implemented Industry 4.0 in a Box program, a flagship IIoT initiative in partnership with AWS (Amazon Web Services).

To learn more about the solutions we offer, and how we can assist you, write to us at communications@youngsoft.com