Flickit, a traffic ticket solution company, was overwhelmed with managing a large volume of ticket cases through spreadsheets and emails. They needed a robust project management solution to ensure nothing was overlooked as their team expanded. Additionally, they required more detailed financial reporting for business decisions and automated client emails to keep clients updated on their case status.
Success with Integrated Project Management and Automated Solutions
The Challenge
The Solution
We implemented three interconnected solutions for Flickit:
- Project Management: We set up a client and case management system, tracking client information and cases from initial contact to case resolution and payment. This system provides management with a comprehensive view of ongoing operations and identifies areas needing intervention.
- Financial Reporting: We established a custom connection to facilitate automatic receipt creation and recording when cases are paid.
- Client Status Report Emails: Clients now receive automated, customized, and branded emails with case updates. Staff can trigger these emails with a single button, allowing for proofreading and edits before sending.
The Results
Flickit now benefits from a fully integrated software suite. Management has clear visibility of employee activities and case statuses. Detailed profit and loss statements enable more informed decision-making. Automated status report emails improve client service efficiency, allowing Flickit to handle more clients, grow their team, and increase profits while maintaining high client satisfaction.