The client may be a large company that’s committed to innovation, development and prioritizes the very best level of customer service. With this in mind, they decided to undergo a digital transformation by applying technological innovation and reworking the corporate culture and way of working.

The main requirement was to own the knowledge centralized and to be ready to access the information easily, in an exceedingly way that permits efficient work without investing longer than is strictly necessary, and focus their efforts on the foremost valuable parts of their work. Initially, the corporation only had an ERP solution which was specifically for insurance brokerages, with which they still work in an integrated manner. There was no process methodology and really few procedures were administered automatically. the corporation had a pressing need to automate its processes. Large amounts of information and data were input manually and infrequently caused errors, incorrect information, loss of documentation, etc., so that a procedure that ought to have taken 8 hours (one working day), could easily take every week or maybe longer to finish. There was no standardized flow or channel to watch the whole process and, as there have been several offices, the way of working between different teams was another difficulty. The most important requirement was to possess the knowledge centralized and to be ready to access the info easily, in a way that permits efficient work without investing longer than is strictly necessary, and focus their efforts on the foremost valuable parts of their work.