One of our clients, a detailing company, turned to us with the task of automating everyday processes.
The company is engaged in car servicing: washing, polishing, detailing. The transaction processing funnel consists of several stages:
1. new
2. in repair area
3. return from the repair area
4. receiving
5. successful
6. failed
At each of these stages, the corresponding work is carried out, by employees of different departments. The main task, that was set for us - to automate the process of forming tasks for the department employees in order to lead the client through the funnel
To automate processes, the company has developed and successfully implemented an "Auto Tasking from Deal's Goods" robot.
✓ The robot sets up a container root task and its associated subtasks for all goods that are services (by the number of goods in the deal).
✓ The root task contains information about the goods and services of a given deal.
The manager (head of the repair area) within the root task must allocate the subtasks to those responsible and specify the deadlines for the tasks.
✓ After finishing all subtasks, the manager (head of the repair area) must check the work according to the inspection regulations and close the task.
✓ Tasks have a norm, which comes from the goods fields.
✓ The deadline of the root task, as well as the deal completion date, is set to the end of the last task automatically.
- Name of the root task;
- Description of the root task;
- Name of the service task (generic name template);
- Service task description (generic text added to all service tasks);
- Root task responsible;
- Responsible for the service tasks (default responsible);
- Root Task Setter;
- Root Task Supervisors (plural field).
- Whether the goods are a service or not;
- Planned labor hours to perform the task for goods of the service type (minutes);
- Regulations for performing the task.
✓ A webhook is set up to track changes on tasks created by the robot.
✓ The script sets the deadline for the root task based on the deadlines of the subtasks (according to the maximum deadline).
✓ The deadline of the base task is duplicated in the deal field "Completion date".
✓ When the root task is closed, a check is carried out to see whether the service subtasks have been closed. If at least one task is not closed, the root task is resumed.
✓ When the basic task is closed successfully, the previously paused business process is resumed.
As a result of the work on the creation and implementation of the robot, the client received a tool to automate and simplify the process of forming work tasks for their customers. The implementation of such automation has a positive effect on the speed of processing requests and the accuracy of task execution by employees.
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