Customer Success Management: Integration of MDM Neta Open Suite and SAP Billing

CASE STUDY

ABSTRACT

A project to optimize technical support services and customer relationship management.

Where: international

Challenge
Our partner, a global leader in technologies for processing a wide range of materials, needed to implement an omnichannel Customer Service solution. The company required agile and automated operations management to support data-intensive activities.
Approach
The platform needed to provide monitoring of activities, performance, and the service itself, with the goal of improving quality and implementing future enhancements that would enable a user experience capable of understanding and anticipating customer needs—ultimately fostering customer loyalty.
Solution

The solution we developed leverages Microsoft Dynamics 365, allowing our partner to manage the history of customer support requests. This ensures that customers don’t have to repeat their issues and that the support agent is already aware of where assistance is needed. This consistency benefits both the customers and our partner company, which can use the collected data to build increasingly effective models with the support of AI and Advanced Analytics.

The platform we built enables real-time creation and tracking of support requests, contract management, work order generation, appointment scheduling, and monitoring of service activity progress. Additionally, the system improves resource management, facilitates the generation of service reports, and supports the implementation of maintenance and support plans.

Results

 

 

 

 

A Unified Model for Escalation and De-escalation Management

 

 

Integration of All Local Service Operations Worldwide

 

 

Performance and Workload Monitoring

Markets
Ecosystem

Impacts