WorkRails powers customer-facing portals that allow users to digitally build and submit change requests.
With respect to Ceridian, CR automation has led to measurable time reduction in the quoting process, which Ceridian believes may help lead to increased client satisfaction and net promoter scores.
Ceridian is a global leader in human capital management (HCM) software providing human resources, payroll, benefits, workforce management, and talent management capabilities in a single solution. Because of the dynamic nature of the industry and the modern workplace, HCM clients often have rapidly evolving needs that require customized solutions. Ceridian receives a massive volume of change requests (CR), so the organization was looking for a way to streamline their CR process to provide optimal client support and configuration for each implementation. Ceridian hoped to pare down the number of touchpoints required, minimize the delay between the initial request and the final implementation, and eliminate tedious, manual processes, including data entry.
Ceridian’s vision was to create a fully digitized self-service portal, streamlining the user experience and providing complete integration with all downstream tools, including the CRM and ERP systems.
With the assistance of WorkRails’ unique decision tree logic, Ceridian was able to automate the customer journey, providing a quick and easy discovery process and directing their clients to the exact service(s) they needed via an automated Q&A. Ceridian’s clients can now configure the CR to meet their specific needs, electronically sign their acceptance, and submit for approval. Digitizing the process also provides Ceridian with a unified source of client feedback, which allows them to further evaluate and improve their offering based on the customer experience.
“WorkRails has helped us optimize how we interact with our customers. We have not only reduced the time it takes to get from customer request to signature, but we have also reclaimed valuable time once spent on manual processes. We can now devote that time to what counts—improving customer engagement and experience.”
Bill Porter
Director of Professional Services at Ceridian