Customized CRM Solution for Reshaping Experiential Marketing
Challenges:
Reliance on disparate systems, lack of automation, limited process efficiency, ineffective data management
Industry
Marketing
Solutions:
Implemented a customized CRM solution and a project management tool tailored to their unique workflow
Results:
Achieved significant improvements in overall efficiency, enhanced business visibility, real-time tracking capabilities, and improved interdepartmental collaboration
Location:
US
About the Client
Impact XM is a distinguished experiential marketing agency based in the US with over 50 years of industry expertise. Specializing in strategically driven and creatively focused marketing solutions, they enable both B2B and B2C companies to make a significant impact in the market through intuitive and engaging events, meetings, conferences, exhibits, and more.
In response to rapid market changes and organizational dynamics, Impact XM sought a capable technology partner to implement cutting-edge solutions to enhance operational effectiveness and meet evolving market demands.
Case Overview
Impact XM faced significant operational challenges following a merger, managing disparate project systems and accounting platforms through a complex integration. This limited their operational efficiency and growth potential.
Fingent recommended a customized CRM solution and a project management tool designed specifically to meet Impact XM's distinct needs. By automating critical tasks, enhancing collaboration, and optimizing technology utilization, the solution empowered the company’s performance and operational agility.
CHALLENGES
Roadblocks Faced in the Existing System
Operating with complex and highly fragmented departments that relied on disparate systems.
Reliance on Zoho CRM, with integration issues in handling multiple currencies.
Lack of automation across systems and process redundancy within workflows.
Increased overhead costs due to operational inefficiencies.
Technology scalability limitations.
SOLUTION
Fingent's Approach: Customized CRM Solution
Customized CRM Solution tailored to Impact XM's specific workflow requirements
Bespoke Project Management Tool designed for seamless integration with existing Microsoft tools
Integration of Microsoft tools for unified business process management
Minimization of maintenance costs through a consolidated and integrated platform
Automation of critical tasks to enhance operational efficiency
Fingent played a pivotal role in transforming Impact XM's operational landscape by delivering a tailored, integrated software solution. By addressing the complexities of their disparate systems and enhancing overall efficiency, Fingent enabled Impact XM to leverage cutting-edge technologies effectively. This custom platform not only streamlined their business processes but also fostered enhanced collaboration, real-time tracking, and data management capabilities.
Enhanced capabilities and decision-making through an integrated platform
Improved technology utilization and reduction in maintenance costs
Elimination of system inefficiencies and enhancement of application effectiveness
Seamless integration with existing Microsoft systems for hassle-free transition
Minimized manual efforts, errors, and time wastage for increased productivity
The HR team struggled with excessive routine tasks, limiting time for strategic activities, leading to frustration, inefficiency, and low morale.
Industry
IT
Solutions:
Developed a multi-utility smart assistant (MUSA), an AI-powered virtual assistant integrated with Fingent Hub
Results:
Quick responses to HR queries, automated routine tasks, reduced workloads, and enhanced support for remote employees.
Location:
US
About the Client
At Fingent, the PeopleOps (HR) team plays a pivotal role in fostering a people-centric, high-performance culture essential to the company's mission. As Fingent expands, the HR team has experienced rising demands from both new and long-serving employees.
To meet these challenges effectively, Fingent embraced innovation by leveraging AI to enhance HR service delivery, reduce workload pressures, and uphold high morale and operational efficiency.
Case Overview
Faced with the sudden shift to remote work, Fingent's HR team encountered challenges in delivering timely assistance to employees while managing increased responsibilities like monitoring health and wellness during the pandemic.
In response, Fingent developed Multi Utility Smart Assistant (MUSA), an AI-powered HR chatbot. MUSA effectively addresses common HR and IT inquiries, enhancing operational efficiency and employee support.
CHALLENGES
Roadblocks Faced in the Existing System
Time Management
Balancing urgent employee needs with routine tasks like leave inquiries.
Limited Resources
Handling a large employee base with a small HR team, reducing capacity for individual attention and support.
Strategic Focus
Difficulty prioritizing strategic initiatives like growth planning and employee engagement.
Communication Barriers
Overcoming challenges in virtual communication, affecting engagement, clarity, and morale.
Health and Wellness Monitoring
Ensuring employee well-being during a pandemic, including mental health support and emergency aid coordination.
AI-Powered Virtual Assistant: Developed an HR chatbot named MUSA (Multi Utility Smart Assistant) using Artificial Intelligence.
Continuous Learning : MUSA undergoes rigorous training to expand its capabilities in handling various HR and IT-related inquiries.
Enhanced Employee Support: Provides instant responses to common queries regarding leaves, company policies, IT issues, reimbursements, and more.
Integration with Internal Systems: Integrated MUSA with Fingent Hub, the internal employee management system, to streamline access to HR and IT DevOps information.
Specialized Modules: Includes dedicated modules for PeopleOps and DevOps, ensuring comprehensive support for HR and IT issues respectively.
Fingent's AI-powered virtual assistant, MUSA, has revolutionized how the company's HR team supports its workforce, particularly amidst widespread remote work arrangements. By automating responses to common inquiries and streamlining HR processes, MUSA has significantly reduced response times and alleviated the team's workload.
MUSA enables instant responses to common HR queries, enhancing efficiency and reducing wait times for employees.
Automates routine tasks and FAQs, freeing HR team members to focus on strategic and complex issues.
Handles a large volume of inquiries efficiently without a proportional increase in HR staff.
Facilitates flawless support for employees working from home or remote locations, ensuring continuity in HR services.
Increased employee satisfaction by providing quick, reliable, and accessible HR support anytime, anywhere.
Custom Web & Mobile App for Working Professionals & Hospitality Entrepreneurs
Challenges:
The organization urgently needed to deploy technology to streamline processes, facilitate easy collaboration, and enhance overall efficiency.
Industry
Hospitality
Solutions:
A user-friendly role-based web and mobile app for professionals, partners, and Priceless Places to operate through dedicated portals.
Results:
A feature-rich, budget-friendly platform for Priceless Places, ensuring smooth integration and continuous collaboration.
Location:
Netherlands
About the Client
Priceless Places connects working professionals with hospitality entrepreneurs in the Netherlands, offering flex-workplaces, meeting rooms, and exceptional hospitality at competitive rates. Their service improves occupancy for hospitality partners, especially during off-peak hours, while providing professionals with innovative and enriched working environments.
However, ensuring enhanced benefits for both customers and partners proved challenging with traditional methodologies. Seeking to streamline processes, enhance collaboration, and boost efficiency, Priceless Places partnered with Fingent to implement the right and affordable software solutions.
Case Overview
Priceless Places encountered hurdles in enhancing benefits for customers and hospitality partners using traditional methods. They required flawless, responsive applications ensuring customers could easily adapt to the new ecosystem.
Fingent addressed these challenges by developing a custom web and mobile application suited to Priceless Places' specific needs. This solution included a simple, role-based design that enabled smooth operation for working professionals, hospitality partners, and Priceless Places through distinct portals.
CHALLENGES
Roadblocks Faced in the Existing System
Ensuring unique benefits and effective services for both customers and hospitality partners.
Prioritizing comfort and ease for customers while providing flexibility to hospitality partners.
Struggling with traditional working methodologies to enhance benefits for both parties.
Facilitating easy collaboration and improving efficiency.
Recognizing the need to deploy technology for streamlined processes.
SOLUTION
Fingent's Approach: Custom Web and Mobile Application
Role-based Design: Separate portals for working professionals, hospitality partners, and Priceless Places.
Instant notifications on bookings, cancellations, and space availability.
Centralized dashboard for managing bookings, staff, payments, sales, marketing, and subscriptions.
Warning panel for managing critical situations like room removal, payment changes, missed payments, etc.
Fingent developed a versatile platform for Priceless Places, encompassing both web and mobile applications. This solution streamlined booking processes, enhanced customer engagement, and empowered Priceless Places with centralized management capabilities. As a result, Priceless Places significantly expanded its market reach, improved occupancy rates, and positioned itself for substantial growth opportunities in the hospitality sector.
Developed a platform compatible with both web and mobile.
Ensured a smooth transition and ongoing support for Priceless Places, partners, and customers.
Simplified navigation and user-friendly design improved customer engagement and interaction.
Equipped Priceless Places with advanced technologies to pursue growth and seize opportunities in the market.
Enabled ease of booking workspaces via web and mobile platforms, expanding market reach.
B2B E-commerce Platform for Procuring Healthcare Equipment and Consumables
Challenges:
Rising costs and inefficiencies due to non-digital procurement channels, along with error-prone, time-consuming coordination between manufacturers and dealers.
Industry
E-commerce
Solutions:
Created an advanced B2B e-commerce platform, Kogland, for healthcare procurement.
Results:
Streamlining healthcare procurement, achieving pricing standardization, reducing middlemen involvement, and simplifying processes for healthcare organizations.
Location:
India
About the Client
Kogland stands as a premier B2B e-commerce marketplace focused on streamlining healthcare procurement for hospitals and clinics. They aim to disrupt the traditional procurement process by helping healthcare providers procure quality products from trusted manufacturers and vendors.
Fingent developed a robust e-commerce platform tailored to a wide array of B2B functionalities. This platform empowers Kogland to enhance efficiency, reliability, and accessibility in healthcare procurement.
Case Overview
A team of medical and technology experts recognized critical challenges in healthcare procurement, including hidden costs and supplier preference variability. They sought to simplify the procurement process by reducing intermediary commissions and addressing corruption risks.
With Fingent's support, they launched a specialized e-commerce platform for B2B medical procurement. This platform enhances efficiency, transparency, and cost-effectiveness, ensuring reliable access to quality medical supplies.
The need to streamline the procurement process was evident.
Invisible costs such as inventory holding and distribution expenses were prevalent.
Supplier preferences led to drastic cost variations.
The traditional medical supplies procurement model involved multiple intermediaries.
The risk of corruption in the healthcare procurement process remained a concern.
SOLUTION
Fingent's Approach: B2B E-commerce Platform
To address challenges such as the middlemen's influence and achieve pricing standardization, Kogland was developed as a B2B e-commerce marketplace, aimed at streamlining medical procurement for healthcare organizations.
Implemented a single dashboard for managing orders, shipping, and payments.
Facilitated a hassle-free procurement process for healthcare organizations.
Established an online marketplace featuring quality products from trusted vendors.
Validated every manufacturer and vendor through rigorous clearance verifications.
Fingent developed a robust platform, Kogland, to revolutionize medical procurement. This B2B e-commerce marketplace simplifies the purchasing process for healthcare organizations, offering transparent payments, stress-free returns, and refunds, secure payment gateways, exclusive vendor engagement, and an automated shipping process.
AI & ML Claims Management Solution for Cutting Average Case Settlement time
Challenges:
Lengthy procedures, varying data formats, strenuous manual efforts, prone to human errors, and changing regulations.
Industry
Legal
Solutions:
Ambit, a light-touch workers' compensation solution that leverages AI and machine learning
Results:
50% decrease in average total claim costs, claim cycle time, associated personnel costs
Location:
US
About the Client
Sapra & Navarra, co-founded by Albert Navarra and Ambika Sapra, is a leading franchise legal firm in California specializing in Workers’ Compensation Law. They are dedicated to representing self-insured employers, carriers, third-party administrators, and captive employers.
In 2011, Sapra & Navarra developed a revolutionary litigation strategy called "Breaking The Habit," designed to streamline complex, expensive, and time-consuming claim processes. They envisioned augmenting their strategy with AI to optimize their process, improve services, and enhance client experience.
Case Overview
Sapra & Navarra developed a litigation strategy called "Breaking The Habit" to streamline claim processes and reduce case settlement times. Despite its potential, the strategy faced inefficiencies due to manual processes in document segregation, data retrieval, and analysis.
Recognizing these limitations, Sapra & Navarra identified an opportunity to automate repetitive legal tasks using AI technology. Fingent developed a custom-built AI machine learning software that solved litigation challenges and complexities.
CHALLENGES
Roadblocks Faced in the Existing System
Lengthy Settlement Time
Typical compensation claims took up to three years for case settlements.
High Costs
Average settlement costs were around $85,000 per case, impacting business owners and carriers.
Manual Data Processing
Manual processes in document segregation, data retrieval, and analysis reduced efficiency.
Large Volumes of Data
Workers’ compensation claims often contain hundreds of pages of unstructured content.
False Claims
Identifying false claims early could significantly reduce costs and effort but was challenging with existing methods.
SOLUTION
Fingent's Light-touch AI Solution
Ambit: A light-touch workers’ compensation solution integrated with AI, to streamline claim procedures.
Automation: Leveraging AI to automate repetitive and rote legal tasks such as e-discovery and document review.
Character Recognition and Computer Vision: Utilizing AI techniques for reading and understanding case files.
Document Identification: Automating the process of finding and identifying relevant documents.
Sapra & Navarra's partnership with Fingent has yielded transformative benefits for their innovative approach to workers’ compensation law. This partnership has not only optimized claim processing efficiency but also enhanced client satisfaction and operational effectiveness across the legal industry.
Reduced settlement time and costs
Decrease average total claim costs, claim cycle time, and associated personnel costs.
Minimizing errors by automating complex data analysis.
Odoo ERP Integration With a Leading B2B e-Commerce Healthcare Procurement Platform
Challenges:
Data silos, supply chain delays, financial disorder, and inefficient customer service.
Industry
E-commerce
Solutions:
Integrated Odoo ERP with Kogland's Magento-based B2B e-commerce platform.
Results:
Streamlined processes, enhanced data integrity, and efficient management capabilities across their business operations.
Location:
India
About the Client
Kogland is a prominent B2B e-commerce marketplace dedicated to streamlining healthcare procurement. Specializing in medical consumables and equipment, they offer healthcare providers a platform to procure quality products from trusted manufacturers and vendors.
Their integrated dashboard simplifies order management, shipping, and payments, ensuring hassle-free procurement with a wide array of brands and high-quality offerings.
Case Overview
Kogland faced challenges with fragmented data management using Excel, leading to silos, supply chain delays, and inefficient customer service.
Fingent integrated Odoo ERP, replacing Excel with a centralized system that streamlined operations, improved data visibility, and empowered service agents with quick access to customer information.
CHALLENGES
Roadblocks Faced in the Existing System
Data silos due to Excel spreadsheets managing purchases, sales, inventory, and stock value.
Error-prone and inefficient coordination between device/drug manufacturers and dealers, leading to supply chain delays.
Financial disorders, inefficient customer data tracking, and communication challenges affect decision-making.
SOLUTION
Fingent's Approach: Odoo ERP Integration
Fingent, as an Official Partner of Odoo, facilitated the seamless integration of Odoo ERP into Kogland's system. Leveraging Magento's robust APIs, tailored for ERP integration and innovative features in e-commerce websites, Kogland now efficiently manages order processing, purchase operations, and inventory management through Odoo on their Magento-based B2B e-commerce platform.
Fingent played a pivotal role in transforming Kogland's operations by integrating Odoo ERP with their Magento-based B2B e-commerce platform. This integration streamlined processes, enhanced data integrity, and empowered Kogland with advanced insights and efficient management capabilities across their business operations.
Eliminating duplicate data and ensuring data integrity
Generation of timely and useful reports and analytics
Single centralized location for real-time data updates and improved communication
Insights for planning, budgeting, forecasting, and financial reporting
Simplifies regular inventory monitoring and tracking of consignments
Custom Program Management Software for International Automotive Oversight Bureau
Challenges:
Managing multiple projects, tight deadlines across 10-12 areas, task oversight risks, and lacking technology for business visibility.
Industry
Utilities
Solutions:
Created a custom program management solution, enhancing workflow organization, meeting management visibility, and tightening security.
Results:
Easy scheduling, improved stakeholder engagement, and comprehensive management visibility.
Location:
US
About the Client
The International Automotive Oversight Bureau (IAOB) is among the five global oversight offices under the governance of the International Automotive Task Force (IATF).
Dedicated exclusively to Automotive Quality Management System oversight, IAOB collaborates with leading automotive manufacturers and trade associations within IATF to establish and uphold international quality standards.
Case Overview
IAOB struggled to manage multiple projects and meet tight deadlines across various operational areas, lacking integrated technology for streamlined workflows and enhanced management visibility.
Fingent stepped in with a customized program management software solution, enabling efficient workflow organization, global meeting scheduling, and streamlining decision-making processes.
CHALLENGES
Roadblocks Faced in the Existing System
Difficulty in managing and tracking multiple projects simultaneously
Constantly overwhelmed with tight deadlines across 10-12 areas of work
High risk of missing deadlines and critical tasks falling through the cracks
Limited visibility for management across all operational areas
Lack of technology for effective program management
SOLUTION
Fingent's Approach: Custom Management Software
Developed custom program management software tailored to IAOB's needs
Introduced robust tracking features and implemented a security firewall for data protection
Implemented multi-factor authentication to enhance system security
Centralized program management tool for accessing all necessary data
Integrated with existing systems using APIs and alternative methods
Fingent's tailored program management software solution has revolutionized operations for the IAOB, empowering them to streamline decision-making and enhance efficiency across their diverse initiatives. This transformation underscores Fingent's commitment to delivering innovative solutions that align with and elevate client workflows effectively.
Highly customizable program management software
Facilitated the creation of date polls across different regions and time zones
Streamlined decision-making processes with tailored polling
Enhanced management visibility and operational efficiency across all initiatives
Integrate various systems and tools for centralized data management and enhanced collaboration.
Custom Program Management Software for International Automotive Oversight Bureau
Challenges:
Managing multiple projects, tight deadlines across 10-12 areas, task oversight risks, and lacking technology for business visibility.
Industry
Utilities
Solutions:
Created a custom program management solution, enhancing workflow organization, meeting management visibility, and tightening security.
Results:
Easy scheduling, improved stakeholder engagement, and comprehensive management visibility.
Location:
US
About the Client
The International Automotive Oversight Bureau (IAOB) is among the five global oversight offices under the governance of the International Automotive Task Force (IATF).
Dedicated exclusively to Automotive Quality Management System oversight, IAOB collaborates with leading automotive manufacturers and trade associations within IATF to establish and uphold international quality standards.
Case Overview
IAOB struggled to manage multiple projects and meet tight deadlines across various operational areas, lacking integrated technology for streamlined workflows and enhanced management visibility.
Fingent stepped in with a customized program management software solution, enabling efficient workflow organization, global meeting scheduling, and streamlining decision-making processes.
CHALLENGES
Roadblocks Faced in the Existing System
Difficulty in managing and tracking multiple projects simultaneously
Constantly overwhelmed with tight deadlines across 10-12 areas of work
High risk of missing deadlines and critical tasks falling through the cracks
Limited visibility for management across all operational areas
Lack of technology for effective program management
SOLUTION
Fingent's Approach: Custom Management Software
Developed custom program management software tailored to IAOB's needs
Introduced robust tracking features and implemented a security firewall for data protection
Implemented multi-factor authentication to enhance system security
Centralized program management tool for accessing all necessary data
Integrated with existing systems using APIs and alternative methods
Fingent's tailored program management software solution has revolutionized operations for the IAOB, empowering them to streamline decision-making and enhance efficiency across their diverse initiatives. This transformation underscores Fingent's commitment to delivering innovative solutions that align with and elevate client workflows effectively.
Highly customizable program management software
Facilitated the creation of date polls across different regions and time zones
Streamlined decision-making processes with tailored polling
Enhanced management visibility and operational efficiency across all initiatives
Integrate various systems and tools for centralized data management and enhanced collaboration.
Net Lease Trading Platform Development for a Modern Investment Brokerage Firm
Challenges:
Redefining net lease trading, adapting to the rising commercial real estate market demands, and embracing new technology trends
Industry
Real Estate
Solutions:
An integrated net lease trading platform offering advanced analytics and intuitive tools for commercial real estate stakeholders.
Results:
Easily manage 10,000+ listings, streamlined demonstration of listings, forecasted trends, and ROI metrics
Location:
US
About the Client
Our client is a New York-based investment brokerage firm specializing in net lease real estate and 1031 exchanges. They assist clients in buying and selling commercial real estate, providing essential metrics related to credit and timing for their 1031 exchange buyers.
Their diverse clientele includes commercial real estate stakeholders, brokers, and individual investors, benefiting from their expertise in navigating complex transactions and maximizing investment returns.
Case Overview
In the Commercial Real Estate (CRE) market, prioritizing tenant and end-user preferences is crucial. As data generation and predictive analytics advanced, our client sought to embrace data-backed decision-making.
Fingent partnered with the firm to develop an advanced net lease trading platform with user-friendly dashboards and intuitive 1031 exchange tools. This solution provided real-time visibility, market insights, and projected revenue analysis, enabling clients to make informed investment decisions.
CHALLENGES
Roadblocks Faced in the Existing System
Use of two separate applications for listing properties and tracking, requiring integration for real-time visibility.
Need for enhanced visibility into listing performance
Difficulty in tracking 1031 exchanges, necessitating improved visibility and management
Agents needed to efficiently navigate buyers towards high ROI listings
SOLUTION
Fingent's Approach: Integrated Net Lease Trading Platform
Advanced Property Trading Platform:
This platform provides insights into current market trends and comparative analytics to help users make informed decisions about commercial property transactions.
Intuitive 1031 Exchange Dashboard:
Supports sales and 1031 exchanges with user-friendly interfaces for employees and customers.
Projected Revenue and Lease Analysis:
Offers projected revenue charts and return-on-investment analysis, enabling stakeholders to assess future property performance.
Customizable Analytics for Agents:
Empowers agents to recommend properties that align with investor preferences, expectations, and financial goals.
Fingent built an advanced net lease trading platform that upgraded the way the client managed their commercial real estate listings. This integrated solution provided real-time market insights, intuitive 1031 exchange tools, and robust analytics, empowering brokers and investors to make data-driven decisions, streamline offer management, and forecast property performance with greater accuracy.
Over 10,000 listings are managed seamlessly through the new net lease trading platform.
Brokers can easily demonstrate listings to prospective buyers or investors directly via the application.
Users can place and manage offers on multiple listings and update them as needed.
Investors are provided with dependable ROI metrics based on historical and current data, along with forecasted trends, saving time and reducing risk.
Custom VRS Application to Enable Seamless Communication for the Deaf Community
Challenges:
Overcome frequent crashes and instability in their desktop app, ensuring a stable platform for deaf users to make calls anytime.
Industry
Nonprofit
Solutions:
Developed a robust, native app for Windows and Mac, providing enhanced features and uninterrupted VRS connectivity for deaf users.
Results:
Empowered the deaf community to communicate effortlessly through calls without dependency, ensuring comprehensive accessibility and user independence.
Location:
Canada
About The Client
The client is a pioneering nonprofit telecommunications company committed to breaking down communication barriers faced by individuals with hearing loss.
Using Internet and mobile-based technologies, they provide real-time sign language interpretation during calls with the help of professional sign language interpreters. Their user-friendly portal provides free registration for those reliant on sign language, enabling them to make and receive calls independently.
Case Overview
The client’s Virtual Relay Service (VRS) application bridges communication barriers for registered users by connecting them with sign language interpreters. Originally, they relied on a wrapper app for desktops and laptops. However, it was prone to frequent crashes and performance issues, and they envisioned a more reliable native app for Windows and Mac.
Fingent addressed these challenges by developing a stable solution facilitating flawless communication in ASL or LSQ, empowering users with dependable access anytime, anywhere.
CHALLENGES
Roadblocks Faced in the Existing System
The existing desktop and laptop wrapper app was prone to frequent crashes and performance issues.
Bugs in the application adversely affected its stability and reliability.
Need for a stable platform to enable connectivity for deaf and hard-of-hearing individuals.
SOLUTION
Fingent's Approach: Native VRS Application
Developed a robust, stable application compatible with Windows and Mac for easy VRS connectivity.
Customized the app according to client specifications for optimal performance.
Utilize advanced tools for precise and efficient flight scheduling, minimizing delays.
Implemented a range of additional functions for enhanced user experience.
Ensured the app allowed registered users to make and receive calls uninterruptedly.
Fingent developed a robust, native Windows and Mac app to enhance VRS connectivity for deaf and hard-of-hearing users. This solution delivered flawless communication, extended functionality, and efficient contact management, empowering the deaf community to participate actively in society.
Empowered the deaf community to communicate effectively.
Advanced features like managing call logs, contacts, and business information.
Enabled uninterrupted calling capabilities for deaf and hard-of-hearing individuals.
The client wanted to help a larger population quickly find the right legal aid services. However, conducting personal interviews and collecting accurate data proved tedious and time-consuming.
Industry
Law/Nonprofits
Solutions:
A Web-based Triage System - OkLegalConnect
Results:
Platform users can now quickly attain the right legal aid services by simply attempting the interview sessions designed by the client team
Locations:
Oklahoma, US
About the Client
The client is a state-wide non-profit law firm focusing on providing legal assistance with civil (non-criminal) cases to low-income individuals of the state. They wanted a platform to widen their reach and streamline their operations.
With the growing need for civil legal aid, the client found it difficult to serve more customers with their legacy methods that involved interviewing and collecting vital information. A technology solution seemed obvious, but it had to meet their budget requirements.
Case Overview
Fingent recommended a feasible web application solution - OkLegalConnect that automates online interviews with simple questions and an assessment logic that determines appropriate services and legal aids.
One of the biggest challenges of the project was ensuring that the application was easily integrated with the existing systems of the partnered legal aid agencies so that operations could be optimized without disruptions.
CHALLENGES
Roadblocks Faced in the Existing System
Help a wider population achieve justice
Time-consuming manual and legacy processes
Inability to quickly conduct personal interviews and collect data
Difficulty in identifying the right POs and quickly sharing documents with them
Utilize new-age technology to speed up processes
SOLUTION
Fingent’s Approach - A Web-based Triage System - OkLegalConnect
The application helps the client connect seamlessly with a larger population, and thus, the platform was optimized to work effectively on smartphones, tablets, laptops, and desktops.
The admin creates and edits the dynamic forms that drive the interview process.
The app enables users to take a guided interview formulated by the client team.
The POs can share data and information regarding their services with the users.
The platform simplifies the interview processes and provides an advanced way to educate clients on legal procedures. It enables the client to connect more people to the right legal services and promptly solve issues. The standardization of the product has resulted in a great solution for the end clients, making OkLegalConnect a unique web application for finding civil legal services faster.
Flexible to quickly adjust to the fluctuating requirements of the partnering agencies
Enabling seamless API integrations
Educate clients on legal procedures easily through the app
Automate connecting users with the right participating organizations to share more relevant information