🔍Project overview
I led a specialized team contracted by the UK government to enhance their CRM capabilities. Our mission involved customizing the IBM Lotus Notes and Domino platforms to develop critical tools that improved lead management, task delegation, reminders, and comprehensive task-list functionalities. A significant challenge was enabling the system to effectively handle unstructured and low-quality data submitted by local residents, such as scanned documents and varied billing formats.
🔧Key Deliverables:
- Centralized Lead Creation and Delegation System: Implemented advanced features allowing for streamlined management of leads, effective delegation, and real-time tracking of tasks and assignments.
- Automated Document Recognition and Data Management: Developed algorithms capable of accurately interpreting key information from poorly scanned and unstructured billing documents, automatically organizing and saving critical data into the client’s CRM.
- Customized Reminder and Task Lists: Enhanced productivity and accountability by integrating intuitive reminders and task management tools into the CRM system.
🧭Impact and Results:
- Successfully streamlined the contact consolidation and verification process, significantly reducing manual document re-submission cycles.
- Improved team productivity and operational efficiency, enabling the client’s personnel to prioritize customer engagement and retention.
- Enhanced CRM functionality allowed the client to expand their customer base more effectively.
📈Outcome:
The project was delivered on time and met all specified objectives. Our CRM solution significantly enhanced organizational capabilities, enabling the UK government client to manage customer interactions more effectively and efficiently. The project’s success generated substantial benefits for my team and solidified our reputation for delivering technologically sophisticated and impactful solutions.