A leading telecommunications provider required an efficient solution to simplify service qualification and order requests for its national account customers. Valtree delivered a ready-made software solution fully integrated with the company’s existing systems, allowing clients to manage service requests independently.
National Accounts Portal for Self-Service
Service Provided
Client challenge
Our client’s national account customers, including major retail and service chains, struggled with tedious manual processes for pre-qualifying service locations and submitting bulk service installation requests. Each submission involved sending separate emails to the national accounts team, leading to delays and inefficiencies. The company required a self-service portal to simplify pre-qualification checks, allow bulk service submissions, and offer real-time visibility into request statuses, all while seamlessly integrating with its order management systems.
Our solution
Valtree provided a comprehensive software solution, including licensing, integration development, hosting, and ongoing management.
The solution enables national account clients to perform pre-qualifying checks to assess service availability and construction costs for physical locations, submit bulk service requests directly through the portal, and monitor request statuses while accessing dashboards for improved visibility.
The portal also exports service requests for batch loading into its order management systems, significantly reducing manual intervention.
Results
- Developed a fully integrated, self-service portal for national account clients
- Facilitated bulk submission of service requests, minimizing manual work
- Enhanced operational efficiency by streamlining pre-qualification and order workflows
- Delivered dashboards for real-time tracking and reporting of status
- Hosted and maintained the solution, ensuring optimal reliability and performance
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