CUSTOMER STORY
From disconnected systems to one streamlined workflow
Several separate systems made debt collection and repossession work harder to coordinate. SplashDev brought key processes together through Dynamics 365, system integration and workflow automation.
The Challenge
Several separate systems made debt collection and repossession work harder to coordinate. Information was spread across different platforms, making it difficult for employees to manage activities and maintain a clear overview.
The company needed a more integrated, reliable way to manage these processes, improve access to information and reduce manual work.
The approach
SplashDev worked with the company to understand its debt collection and repossession processes and identify how the different systems could work together. The focus was on connecting Dynamics 365 with the company’s ERP, improving access to information and visibility across cases, and automating routine activities—while keeping employees involved where personal customer contact was needed.
The solution
SplashDev brought the company’s debt collection and repossession processes together using Microsoft Dynamics 365. The solution integrated with the company’s ERP, improved access to information and introduced automated workflows for routine collection activities.
Employees could manage collection activities through one interface, with reminders and tasks helping them keep track of cases requiring attention.
The result
Dynamics 365 brought key debt collection and repossession activities together in one interface. SplashDev customised the solution to fit the company’s processes, improved its integration with the ERP system and enhanced SMS communication.
Automated workflows and predefined notification templates helped manage routine reminders, while dashboards and daily activity lists gave employees a clearer view of the work requiring attention. Teams could collaborate more easily, with information available according to their access rights.
The right solution starts with the right process.
The Leasing Company’s experience shows how understanding the process, connecting systems and automating routine work can come together in a practical solution.