E3 Entegral Solutions

7/24/2019 E3 Entegral Solutions

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E3 EntegralSolutions

Group Members:Adegbenga KelekoBrian PaeLuisa Valls

Jonathan ilson

Pro!ess: "ustomer #ata"olle!tion and $etrie%al

Mar!h &'( )'&*


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E3 Entegral Solutions

hat do the+ do, Thecompany works on energy

efciency projects mainly or

school districts in Texas. The majority o the projects are

sel-unding, where the savings payor the cost o the new equipment.


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Business rocess

"urrent "ustomer #ata "olle!tion and$etrie%al Steps

! project is sold "y #$%s salesmen to school

districts in T&.

'alesperson collects contact inormation romdi(erent departments within the school district.

The contact inormation is saved and allocated in

a ormat and)or device according to thesalesperson%s discretion.

*ther #$ employees request the contactinormation rom the salesperson in order to

provide them with service.


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'haring o

+normation

E3 A!!ountingE3 Engineering- "onstru!tion E3 ./

Send

.n%oi!es

Pro!ess

Pa+ment

E0uipment

$epla!ement

Pro1e!t.nspe!tio

n

.nitial

Sur%e+

Ad1ustments2

/roubleshooting

Set up$emote

"onne!ti%it+

Send

.n%oi!es

Pro!ess

Pa+ment

.nitial

Sur%e+

Ad1ustments2

/roubleshooting

Set up$emote

"onne!ti%it+

E3Salesme

n


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.nputs utputs

Business

rocess

"olle!t

!ustomer4s!onta!tin5ormation

Sa%e in salesperson4spre5erred5ormat2de%i!e6

"ustomer"onta!t#ata:7ameE8mail

Phone 7umber

Address

Pro

!es

s

/rans5orm

ati

on

Sharing"onta!t.n5ormation9pon $e0uestor :

Billing Maintenan!e ./


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Pro!ess Step A!tor&6 Pro%ides !onta!tin5ormation "ustomer

)6 "olle!t !ustomerin5ormation Sales Person

36 Sa%ing2Store !ustomerin5ormation in pre5erred5ormat2de%i!e

Sales Person

;6 $e0uest !ustomerin5ormation

E3 Emplo+ees: Sales(

"onstru!tion(Administration( Per5orman!e

Management

*6 Share !ustomerin5ormation Sales Person

Businessrocess


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E3Salesperson

E3A!!ounting

eets'alesperso

n uring'ales all

"olle!t"ustome

r.n5ormati

on

rovidesontact

+normation

/equest

ustomerBilling+normation

.n5ormat

ion

A%ailabl

e,S!hool#istri!t?

.nterested in

Potential

Pro1e!t2

Engineering

-"onstru!tio

n

E3 ./

/equest

ustomeraintenance+normation

/equest

ustomer+T +normation

1ook oralternatesource

1ook oralternatesource

0se ustomer+normation or

aintenance

0se ostumer+normation or

+T

7o


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E3Salesperson

E3Emplo+ee

E3Salesperson

E3Emplo+ee

"usto


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+nefcient rocess3

Steps re0uired to getin5ormation

"urrent pro!ess re0uires tooman+ steps to !omplete6

/ime re0uired to get

in5ormation

"urrent pro!ess takes too long

to !omplete6

/ime re0uired to retrie%ein5ormation

$etrie%al o5 in5ormationdepends on the a%ailabilit+ o5the sales person and hisa!!essibilit+ to it6

.n5ormation StorageLo!ation

.n5ormation stored in multiple

lo!ations resulting inunne!essar+ dupli!ations andpossible errors6

A!!ess to updated !ustomerin5ormation

9pdates to !ustomerin5ormation are not

automati!all+ shared6

Asking !ustomer 5or !onta!t


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roposed rocess+mprovement

+mplement a customer relationship management 4/5

system to help manage customer inormation.

/ system will hold all customer inormation in one central

location.

'ystem will "e availa"le to #$ salesmen through mo"ile /

apps so they can easily enter customer inormation as they

collect it.

#$ employees will have access to customer inormation.

*ther unctions include3

o /ecording customer interactions

o !utomating tasks and calendars

o Track perormance and productivity.


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E3Salesperson

E3A!!ounting

eets'alesperso

n uring'ales all

"olle!t"ustome

r.n5ormati

on

rovidesontact

+normation

!ccessustomer

Billing+normation

Look 5or

Salespportunit

ies

Store.n5ormati

on in"$M

S+stem

"ustomer

.nterested in

Potential

Pro1e!t2

Engineering

-"onstru!tio

n

E3 ./

!ccessustomer

aintenance+normation

!ccessustomer

+T +normation

7o


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E3 Salesperson

E3 "ustom


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+normation 'ystem

'ystem stores customer inormation in one

central location.

'ystem availa"le to sales people through theirmo"ile devices and online.

This new process no longer requires sales

person%s participation during customer data

retrieval.

#$ employees have access to system orcustomer data retrieval at any time.

+normation is availa"le or current)uturereerence.


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Documents

E3 Entegral Solutions