Customer account reconciliation back-office
- The need
- The same customer's details could differ between their online account, the CRM and the ERP, leading to errors and data being keyed in twice.
- What we did
- Development of a back-office tool that compares the data from the different sources, highlights discrepancies, and lets staff merge or correct accounts in line with the rest of the information system.
- The result
- Customer data that matches from one tool to the next, and corrections made in a few clicks rather than by hand in each system.