Client portal and billing
A relocation services firm
- The problem
- A growing relocation and residency services firm ran on messages. Every order came in by email or text, and the team carried each one by hand between the client and the provider doing the work.
- What we did
- We mapped how a client order actually moved through the business, cut the steps that only existed to pass information along, and redesigned the flow around the client instead of the tools.
- The result
- Manual work dropped by 80% and errors by half.
−80%
manual work
−50%
errors
5
new products created by staff