Case Study
Automation speeds up global customer onboarding
Results
90%
90% reduced cycle time
1-2FTE
1-2 FTE saved
Scale
Increased staff prioritization on higher-value activities
Company Profile
Global publicly-listed media organization with one of the industry’s most extensive libraries of TV and film titles, operates broadcast, cable, premium streaming, film studio, and digital media businesses, plus production, distribution, and advertising solutions across multiple continents. A top-tier player in the U.S. television and broadcast market.
Challenge
The order-to-cash team received customer onboarding requests by email. Details were on a Word document that needed to be manually copied into SAP. This involved using different templates with codes specific to the various regions, revenue streams, and customer types for the company. It also involved data validation through external web portals. The process was time-consuming. Leadership wanted a solution to quickly onboard new customers and allow OtC team members to focus on specialized cases.
Solution
Upon receiving a new customer setup request, the solution searches for duplicates in SAP. The automation first cleanses the request data for new customers, validates the tax ID with VIES, and uses OANDA to verify currency conversion rates. It then enters the customer record and credit line details in SAP. The solution then notifies the billing team of the newly created record and the OtC team of any requests needing additional review.
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