Improved Workflow and Instant Reporting for a Debt Collection Company

DEBT COLLECTION COMPANY

Reporting was not instantaneous, data was not secure nor controlled, workflow process was non-existent, and auditability was very limited.

Budgeting

The client used Excel for their annual budget and preparation of monthly rolling forecasts.

disorganized

The process was decentralized with multiple spreadsheets on analytics laptops.

Results

The process was decentralized with multiple spreadsheets on analytics laptops.

Challenge

The Challenge. CT Global’s client provided a range of outsourced call center solutions to the Internal Revenue Service, universities, federal government clients, and other organizations to collect debts while retaining loyal and happy customers. The client used Excel for their annual budget and preparation of monthly rolling forecasts. The process was decentralized with multiple spreadsheets on analytics laptops. Reporting was not instantaneous, data was not secure nor controlled, workflow process was non-existent, and auditability was very limited.

The Solution

The Solution. The Excel-based process was replaced with SAS Financial Management. The new solution improved workflow, provided instant reporting, was fully auditable, allowed centralized control and immediate rollout of changes. There was also substantial time savings for the people who consolidated the Excel files.

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