Streamlinging B2B Requests for a Technology Company
Selecting a workflow management system to automate requets from B2B accounts
CLIENT
Fastwork
INDUSTRY
Technology
DURATION
3 Months
SERVICE
Vendor Selection
RELATED TOOL
Workflow Management
SUMMARY
Assisting a well-known freelancer platform company in evaluating a workflow management system to enhance communication and streamline request processing for their B2B accounts. We facilitated the selection of a suitable SaaS product that met their requirements, avoiding the need for internal system development. Throughout the process, we organized demonstration sessions and conducted a Proof of Concept (PoC).
Process Assessment
Vendor Selection
2X
Faster in Selection
BACKGROUND
We partnered with Fastwork, a renowned freelancer platform company, to evaluate and implement a workflow management system aimed at improving communication and streamlining request processing for their B2B accounts. Specifically, our goal was to optimize the workflow involved in accepting requests from B2B clients, clarifying details, proposing quotations, managing quote approval processes, and evaluating freelancers to match client requests. Our approach ensured efficient handling of these processes to enhance client satisfaction and operational efficiency.
CHALLENGES
Fastwork faced several challenges: • Language Requirement: All assessments and communications needed to be conducted in English. • Urgency: Client's urgency in selecting a vendor quickly to meet accelerated timelines. • Vendor Suitability: Required a vendor with a solution that could handle these workflows effectively without extensive customization.
WHAT WE DID
Our approach included:
• Process Assessment: Conducted a detailed evaluation of existing workflows, identifying bottlenecks and inefficiencies in the request handling and freelancer evaluation processes.
• Vendor Selection: Expedited the selection process by comparing available SaaS products and organizing demonstration sessions to assess how well they could handle the workflows.
• Proof of Concept (PoC): Implemented a PoC to validate the chosen solution's capabilities in managing the identified workflows effectively.
OUTCOMES
Our collaboration with Fastwork led to significant outcomes: • Positioned for Improved Workflow Efficiency and Communication: Selected a flexible workflow management system that streamlined request processing workflow, while enhancing communication between Fastwork and their B2B clients for quicker response times and improved satisfaction. • Cost Savings: Avoided the costs associated with developing an internal system by opting for a suitable SaaS solution that met all operational requirements.
By facilitating the selection of a robust workflow management system, we empowered Fastwork to optimize communication, streamline processes, and effectively match freelancers with client requests, thereby driving growth and customer satisfaction.
