CASE STUDY – EFFICIENCY / AUTOMATION

Our first step was to deliver a branded Marketing Resource Portal that was able to offer both 24/7 ordering and timely delivery to their sales team while promoting HWA with in-depth reporting. This information could then be used to track successes and how various products were used. Different sales people across the nation had policies and coverage specific to their areas so the entire site was built with entitlements that allow each user to access only those products they are able to sell. As an additional benefit, inventory levels can be watched and accurate projections now made on usage, which allows the right amount of product to be available when needed.

Lastly, we delivered a Document Management Platform for the Welcome Kits and Trial offers. Using templates, HWA simply provides a data feed through our secure system and BFC does the rest. Data is qualified and kits are quickly processed and delivered to USPS. Tracking is simple and reprinting can be done at the click of a button. Postage costs have been reduced, as they are able to benefit from the maximum use of automation. Customer Service Representatives have access to the system and can easily search and recreate the exact document sent to a client and provide answers quickly.

Before we completed our solution, planning was done based on an annual inventory report, which could give basic numbers only but no detail as to where the product was distributed. It was reactive. Our solution, myResource, provides proactive data and lets HWA know exactly what gets ordered. This empowers them to track their print spend. Plus, those reports help with budget planning by allowing for increases in production, providing data on marketing spend in total and on each sales rep. myResource meets their growing team’s needs. Onboarding new reps and showing what new resources are available is easy. A constantly growing operation like HWA benefits from automated systems. Inventory needs went from best guesses to data driven.