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Back Office Automation
Challenge
- A sales skills assessment company needed to provide a stream of customized products to companies and individual sales reps.
- Each customer engagement and every new product required IT effort beyond the company’s one-person resources.
- The firm’s website and reports looked dated, and user experience was poor.
- The company asked us, “Can you design a system using our current technology that gives users more power and control, automates our manual processes, and creates a framework for future expansion?”
Solution
- Architech built a custom application using Force.com for administration, Java for customer-facing surveys, and a PDF report generator.
- The solution includes user-friendly content management for the website and reports, completely flexible survey design tools and automated workflow and notifications.
- Users can easily define and build new products, such as 360 degree peer reviews, without IT involvement, and the system integrates customer CRM data with purchase transactions, surveys and end reports.
- Robust analytics and reports enable better management control

Results
- 70 percent reduction in time-to-market and $10K savings per new product
- A more customer-responsive, competitive system that’s easier to maintain