On-demand document delivery slashes billing team delays

Industry : BPO and Business Services, Cross-Industry

Function : Operations


2-3 FTEs

2-3 FTEs

Increased employee and vendor satisfaction

Increased employee and vendor satisfaction

Faster fulfillment of vendor requests

Faster fulfillment of vendor requests

Company Profile

Worldwide digital company providing a trusted platform that brings together and interconnects foundational infrastructure, enabling organizations to access all the right places, partners and possibilities to accelerate competitive advantage.

Scope Highlights

  • Oracle
  • Apttus
  • Siebel
  • Document retrieval

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The billing and collections team members need to gather crucial supporting documentation to complete their assignments. To do that, they had to determine the correct contact person for the files, reach out by email or other means, and wait for a response. This time-consuming process led to delays in downstream workflows and frustrated end users. Finance team leadership wanted to eliminate these delays and get team members the documents they needed.


The solution retrieves inquiries from employees for specific contracts, agreements, PO, or invoice documents, as well as any key data inputs. The solution uses business rules to locate the records and stores them in a pre-defined central repository. These business rules are scalable and can easily be updated to include new document types and workflows. The solution notifies the employee of the completed request or alerts the team if an exception has been encountered.