CREDEX – CUSTOMER STORY
From Excel to an automated debt collection process
CREDEX needed a more structured way to manage debt collection as its Excel-based process became difficult to track and coordinate.
The challenge
As CREDEX’s debt collection activities grew, Excel became increasingly difficult to use. Information was hard to share and trace, multiple users could not easily coordinate their work, and employees lacked a clear overview of collection activities.
Routine tasks such as managing reminders, tracking payment commitments and coordinating customer contact required significant manual effort.
The approach
SplashDev looked at how CREDEX’s collection process worked and what the team needed from a new solution. The key was to connect the collection process with CREDEX’s existing ERP system, improve visibility across cases and automate routine activities—while keeping employees involved where personal customer contact was needed.
The solution
SplashDev implemented a debt collection solution based on Microsoft Dynamics 365 and integrated it with CREDEX’s ERP system, bringing collection data into one structured environment. Collection cases were created automatically, while alerts, personalised notifications and routine activities were handled through automated workflows. The system also tracked payment commitments and adjusted collection actions as circumstances changed.
The result
CREDEX moved from a difficult-to-coordinate Excel process to a more structured, connected collection workflow. Automated case creation, reminders and alerts helped employees keep track of collection activities and identify cases needing personal attention. By handling routine tasks automatically, the system allowed employees to focus on direct contact with customers where it mattered.
The right solution starts with the right process.
CREDEX’s experience shows how understanding the process, connecting systems and automating routine work can come together in a practical solution.