Customer Service for Investment

pateikė Pragmasys Consulting

Master Data Driven Customer Service Workflow Automation Solution for Investment

In this era of consumer dominated world it’s not the business but the customers are deciding the ‘Customer Centricity’ of the business. Hence operational efficiencies and differentiated service has become necessity but that is just not sufficient – consistent   customer experience has also become the key. Continuous innovation in products, services and processes raise demand for rapid changes in customer service flows further increasing the challenges faced by customer service organizations.

Pragmasys offers a configurable Customer Service Workflow Automation Solution which transfers the control of setting up the support process flows from developers to business users. It provides comprehensive case management capabilities including ability to define multiple flows based on different criteria, multistep sequential processes with defined SLAs.

Business users can:


  • Define masters for various stages of process flow and associated statuses
  • Define different service processes flows based on products / business lines or any other criteria and set up stages and their transition based on different statuses
  • Define assignment rule for each stage with flexibility to assign the Case either to individual or Queue or team
  • Define Service Level Agreement / Turn Around Time at case level as well as at each stage of resolution process flow
  • Define the communication/notification template for internal and external SMS/Email communication. This helps in providing timely update to customer on progress of the service request
  • Predefined Case Management Dashboards


How does it Benefit an Organization?


  • Pragmasys Customer Service Workflow Automation solution routes the case / service request based on defined process, so 100% compliance is achieved without any lapses. Users are free from assigning it to others and can focus only on their task while system takes care of the routing needs
  • Due to tracking of time to accomplish a task ( SLA / TAT) resolution times are improved
  • Eliminates customer call backs for status updates with up-to-date status information on resolution progress
  • Overall this solution provides a consistent and differentiated experience to customers there by improves customer satisfaction
  • Real time changes to the process flows which enables Organizations to focus on continuously optimizing the business process without worrying about the development time required for IT teams and reduces dependency on IT teams
  • This also helps in providing consistent user experience across business lines thus improving the user adoption



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