Business Challenge
Disconnected Systems And Inefficient Processes Impacting Agents & Legal Counsel's Productivity
Our client's sales workforce was using multiple disjointed systems to submit content and media assets for approval by their legal team prior to using them during various sales engagements to nurture new policy or investment prospects or recruit new agents to the organization. The legal team used an inefficient, manual intense process and disparate systems to review and approve. These inefficiencies delayed the approval cycle time, leading to productivity loss, thus impacting our client's business revenue.
How IQZ Helped
Provided One-stop Solution For Sales And Legal Teams Built On Pega Infinity In 60 Days
We built a workflow process with 90% OOTB capability that streamlined the submission and approval process. This application allowed our client to bring standardization to sales collateral content and assets across the organization. Enabled the legal team for easy categorization and classification of different document and asset types. The duplicate check process helped boost reusable content. This Pega application allows sales representatives and legal members to communicate effectively through Pega Pulse. This application has integration to Enterprise Content Manager to meet WORM compliance, which is one of the primary requirements from legal. It minimized regulatory risk by saving every Pega case into WORM storage. Above all, a unified UI experience for sales and legal team members.
Business Outcome
Productivity Gain; Adherence to Regulatory Compliance; Effective Communication
- The workflow process simplified their submission and approval process, thus increasing workforce productivity by 25%.
- Implementation of WORM compliance completely eliminated the worry of hefty fines by regulators.
- Effective communication and collaboration through Pega pulse supported faster approval time.
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