Customer Requests

An accounting office receives several requests daily from clients.


How to track and keep records and history of everything that is requested?

  • With the general request flow all orders are centralized, and when received they are directed via system to the responsible department.
  • Depending on the type of request, the process is already able to define which sector should be triggered, and the sectors may transfer activities to one or more sectors until 100% is answered.
  • At the end of the service, the flow goes to the responsible person for checking the order and delivery.
    If everything is OK, the customer is notified about end of the process.

What benefits automating the process will bring to the accounting office?

  • Improves demand management;
  • Optimizes response time;
  • Standardizes the service process;
  • Gives more visibility and traceability;
  • Allows you to issue service reports by period, by customer, by request type, etc.

Also know other processes

Do you want to automate your processes quickly?

Use the free, ready-made templates we make available to you, or create your own BPM streams.


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