How work becomes easier.

The situation

A service business receives requests by phone, email and web form. Coordinators copy each one into a spreadsheet and chase technicians for updates.

What needs to change

Requests need one entry point, clear ownership and automatic status updates for customers.

Veltrix approach

Map every request type, design a single intake flow, and connect scheduling and notifications so status changes flow without manual chasing.

Proposed solution

A request portal and staff workspace with automated routing, a technician mobile app and customer notifications.

Relevant services

• Transformation Strategy
• Digital Product Creation
• Mobile Experiences

The situation

Customers call and email to check orders, update details and download documents, keeping the support team permanently busy.

What needs to change

Routine tasks should be easy for customers to complete themselves, at any time.

Veltrix approach

Research the most common contact reasons, redesign those journeys, and build a secure portal connected to existing systems.

Proposed solution

A branded customer portal with account management, order tracking, document downloads and guided help.

Relevant services

• Experience Transformation
• Digital Product Creation
• Business Platform Integration

The situation

An operations team receives hundreds of mixed documents. Each one is opened, identified and forwarded by hand.

What needs to change

Documents should be recognized, key details extracted and routed to the right queue automatically, with people checking uncertain cases.

Veltrix approach

Build a test set from real documents, introduce AI classification with confidence thresholds, and design a review queue for exceptions.

Proposed solution

An intake service that classifies, extracts and routes documents, with an audit trail and human review workspace.

Relevant services

• Intelligent Automation
• Business Platform Integration
• Digital Risk & Security

The situation

Deals are closed in the CRM, re-entered for delivery and typed again into the finance system for invoicing.

What needs to change

A closed deal should flow automatically into delivery and billing, with one shared customer record.

Veltrix approach

Trace the quote-to-cash journey, define system ownership for each data item, and build monitored integrations with clear error handling.

Proposed solution

Integrated CRM, project and finance tools with shared reporting on pipeline, delivery and revenue.

Relevant services

• Business Platform Integration
• Decision Intelligence

The situation

A core internal application is slow, hard to change and understood by only one long-serving developer.

What needs to change

The organization needs a modern, documented system without disrupting daily operations.

Veltrix approach

Document current behaviour, replace the application module by module, migrate data in rehearsed phases and run old and new in parallel where needed.

Proposed solution

A modern web platform on monitored cloud infrastructure, with automated tests, documentation and an ongoing support plan.

Relevant services

• Digital Product Creation
• Cloud Enablement
• Continuous Improvement