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Speeding Up Refunds with D365 Automation

Ambition

The toll service provider's customer service center juggles multiple toll schemes and issuer business tasks. One major headache was processing refunds for misclassified payments on the Great Belt Link, requiring bank transfers. After rolling out D365 CS (customer service), the aim was to leverage the D365 platform to streamline refund processes. The refund process, rife with transactions and manual checks, was a perfect candidate for automation.

Solution

Kopenhagen Konsulting mapped the entire process and conducted an optimization analysis, crafting a business case for automating the refunds. With an ROI of under two years, the plan got the green light. We partnered with customer service, IT, and finance departments throughout implementation. This included specifying requirements, managing development with an external supplier, and overseeing testing and rollout. The solution used active web components, D365-Customer Service for case management, and D365 FO for automating bank payouts. This overhaul slashed process times from 18 to 7 minutes per case, quadrupling efficiency.

Outcome
  • Achieved process optimization and automation with an ROI of under two years, integrating D365 components and a banking module.
  • Reduced processing time per case and for customers significantly, eliminating manual and paper-based processes.
  • Enhanced customer processing speed, boosting satisfaction for both customers and employees.
  • Need more? Ask an expert.
    Mikkel Arvedsen
    Associate Partner
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