Success Stories

// Case Study

Case Study-1

Global Leading Credit Card Company

Business Intelligence leads to sustainable and profitable growth, increasing revenue by 25%

Challenge

O ur Client faced challenges identifying opportunities to increase acceptance and use of their credit card among Merchants. Previously, our Client manually reviewed printed documents and Excel files to build strategies for increasing acceptance. The desired work product of these reviews was a strategic campaign for increasing acceptance. In addition to an inefficient use of time and resources, this legacy procedure created multiple challenges including, but not limited to:

A general lack of insights needed to make proper strategic decisions
Inaccurate information
Lack of control over strategic campaigns
Excessive time-to-market windows

Critically, the manual nature of the legacy review process failed to provide visibility into the relationship between campaigns and merchants, thereby impeding our Client’s ability to properly track the business outcomes of the chosen campaigns .Our Client was looking to address its immediate challenges and to position the brand for sustainable growth. The goal? Better identify opportunities to run campaigns that can immediately impact the acceptance and use of their credit card brand.

Results

business revenue

Automated
Business Rules

Achieved Accuracy

The Solution

Partnering with our Client, we used an analytical approach to identify, dissect, and address the company’s challenges. Based on our findings, we created a foundational solution through the implementation of a Data Mart that now provides the company with accurate, reliable and unambiguous data, and serves as a Golden Record that reduces data duplication, increases business confidence, and vastly facilitates and expedited access to necessary data.

By leveraging Business Intelligence strategies and technology—fueled by the Data Mart—our solution allows users to quickly access critical insights. The company can now apply business rules to identify specific marketing campaigns for Merchants by using custom criteria, such as business area, geographic location, industry, company size, activity, etc. These marketing campaigns are now personalized to each Merchant and provide specific actions for increasing acceptance and use of our Client’s credit card brand.

Moreover, the digitization of both the process and data now allows our Client to automatically create marketing campaigns that are of higher business impact and require a fraction of time and resources, as compared to their legacy process.

Additionally, our solution provides the company with full visibility and traceability of the process, as well as data-driven results for each campaign.

The Impact

Our Client experienced immediate results, boosting revenue by strategically increasing the use of their credit card brand.

Increased 25% of business revenue by accepting its credit card
Automated 85% of campaigns generations based on analytics and business rules
Achieved 100% accuracy of makerting campaigns
Drastically improved time-to-market from 5 weeks to 2 days

Case Study-2

Global Leading Credit Card Company

Enabling digital Merchant onboarding and engagement increases brand recognition by 35%

Challenge

Our client aimed to enhance and expedite the merchant onboarding process, fostering deeper engagement with their brand. Central to their growth was the need for a robust network of Merchant Account Managers to forge personalized connections with merchants, given the existing onboarding procedure was both time-consuming and labor-intensive.

Moreover, our client struggled with the ability to monitor the activities of Merchant Account Managers, manage vital merchant data, and execute timely interventions.

The goal was to equip Merchant Account Managers with a sophisticated digital tool tailored to support their interactions with merchants. This tool was designed to offer actionable insights and track performance metrics effectively, enabling users to attract premium merchants, maintain a dynamic merchant pipeline, and enhance overall engagement levels.

Results

Increased Per Day

Merchant Card

Achieved Accuracy

The Solution

We crafted a versatile omnichannel platform that reimagines the merchant onboarding experience, offering Merchant Account Managers an enhanced, engaging approach to integrating merchants.

This comprehensive solution simplifies the KYC (Know Your Client) process through interactive features, enabling managers to initiate onboarding directly from their devices. They can effortlessly upload essential documents and images, as well as evaluate recommended next steps tailored to each merchant’s unique needs. Our platform’s flexibility allows for a seamless transition between devices and channels—such as moving from mobile to desktop—without interrupting the onboarding workflow.

Furthermore, the system empowers supervisors with real-time tracking of Merchant Account Managers’ locations, facilitating strategic redirection to priority tasks as needed.

This omnichannel approach not only streamlines the onboarding process during merchant visits but also ensures access to crucial data, fostering deeper, more informed interactions with merchants, thereby significantly enhancing engagement.

The Impact

Some of the results we achieved working in partnership with our Client:

Reduced onboarding process from 14 to 1 day
Increased number of Merchant onboarding by 20% per day
Improved Merchant engagement, which resulted in 35% more Merchants accepting credit cards

Case Study-3

National Administration of Drugs, Food and Medical Devices

Digital process transformation reduces time for importing medical devices by 80%

Challenge

Faced with the challenges of rapid growth, the need for expedited customs clearance, and stringent auditing and compliance demands, our client was encumbered by a paper-based, manual, and fragmented system.

The organization relied heavily on manual controls, and staff members were often tasked with the cumbersome process of gathering essential data, such as payments and journal entries, to perform their duties effectively. The entire process of importing medical devices was extending beyond five days, and this inefficiency hindered their ability to meet objectives.

Our client recognized the need for an integrated platform that would provide the scalability to expand rapidly, reduce processing times, and improve tracking and compliance.

We led our client through a digital transformation journey by implementing a new application to track requests, automating manual processes, and helping the organization to make the most of the real-time data.

Results

Reduced
Processing Cost

Automated
Business Rules

Achieved Accuracy

The Solution

Our primary objective was to significantly reduce processing times and enhance the customer experience by transitioning to a digital framework. Through a comprehensive analysis of the existing framework, we identified key customer touchpoints and back-office challenges. By leveraging a Lean approach, we defined a simplified digital process to support Medical Labs as well as Distribution companies in the journey of importing Medical devices.

Our innovative application orchestrates the end-to-end importation — encompassing initial requests, document preparation, duty payments, tracking, and customs clearance. It introduces the capability for requests to be strategically prioritized based on business rules or directed to specific queues by supervisors, ensuring a smooth workflow. Moreover, the application secures document uploads and processing at every stage through the use of digital certificates and signatures, safeguarding data integrity and compliance.

Digitizing this framework enabled us to uncover opportunities for automation, leading to straight-through processing and eliminating the need for manual oversight. We not only streamlined our client’s legacy process, but also provided our client the ability to derive actionable insights that can be leveraged for improving Customer satisfaction.

The Impact

This strategic initiative transformed both, Customer engagement as well as back-office operations and processing.

Reduced processing time from 5 days to 1 day
Achieved straight-through processing for some scenarios, eliminating the need for manual intervention
Reduced processing costs by 45%
Drastically improved Customer experience, resulting in an 80% higher Customer Effort Score (CES) as well as a 95% Customer Satisfaction Score (CSS)

Case Study-4

Largest Global Spanish Bank

Workday Global implementation. Investing in the most valuable asset: Internal Talent

Challenge

People are a company’s most crucial asset. Supporting talent and fostering internal growth opportunities rank among the highest priorities for any leading organization. Our client, a global bank with a workforce exceeding 200,000 across various continents, faced significant challenges in identifying and leveraging internal talent for strategic roles.

The decentralized nature of their operations—characterized by disparate people management applications without inter-regional integration—compounded these challenges. This fragmentation obscured visibility into employees’ skills and potential, making internal talent promotion to strategic positions less feasible than external hiring.

The inability to nurture the talent pool caused elevated turnover rates, which directly impacted business performance. In response to these issues, our client initiated a global talent management transformation project. This strategic move aimed to enhance their understanding of internal talent and to ensure that employees are provided with optimal opportunities for growth and advancement, aligning talent management with the bank’s overarching strategic goals

Results

business revenue

Automated
Business Rules

Achieved Accuracy

The Solution

Workday was selected as the solution of choice to revolutionize our Client’s approach to talent management. This platform provides our Client with real-time, comprehensive insights into their entire workforce, empowering the Human Resources department to assume a more strategic role within the organization. It also enables executives to gain a deeper understanding of their teams, including detailed knowledge of each employee’s skills and potential.

The platform not only heightens awareness of internal opportunities across the group, but clearly communicates organizational expectations to all employees. The platform enabled the Human Resources department’s global strategy by providing more accurate and updated data on the skills required for various positions and mapping those needs to existing talent within the company.

This newfound clarity facilitated the launch of initiatives that promote employee professional growth in a dynamic and flexible work environment. Workday’s user-friendly, action-oriented dashboards provide a comprehensive overview of team capabilities and enhance managerial autonomy by reducing the need for cross-departmental involvement in decision-making processes.

Integrating Workday into the core of our client’s operations has been instrumental in fostering a culture of internal growth and agility, enabling our Client to fully leverage its internal talent pool and drive strategic success

The Impact

The Workday implementation transformed the way our Client managed talent, resulting in multiple benefits for the organization:

Reduction of attrition rate to the lowest levels in years
Complete visibility of employees’ skills, which allowed the company to define specific trainings
Visibility of global opportunities for internal talented resources
Increase in Employee net promoter score (eNPS) – Drastic reduction of turnover costs