Collaboration Portal

The Challenge

Various departments and even outside partners need to weigh in on a customer deduction or invoice issue. Using email chains to try to keep everyone informed and capturing supporting documentation and approvals is a recipe for confusion and delay.

The Solution

The Carixa Collaboration Portal creates workflows that engage team members throughout the organization, such as Customer Service, Sales and Warehouse, to insure prompt problem resolution. Workflows can be configured based on  customer, issue type and amount and channeled to the responsible parties.

Capturing the documentation to approve or reject a deduction or dispute is also automated by Carixa.  Debit memos can be retrieved from customer websites and automatically create a deduction or simply be attached to an existing deduction.   If a deduction ultimately needs to be credited or adjusted, approval level thresholds can be assigned to the business process and becomes a permanent record within Carixa.

Get all the constituents on the same page

Aggressively drive problem resolution

Eliminate email and phone tag, follow-ups, faxing

Hold all departments accountable

Enable creative solutions to specific problems

Features More Benefits
Collaboration Portal automatically notifies users of new deductions Quick engagement leads to swift resolution
Workflows configured based on deduction type and dollar amount Focuses on cash recoveries
Escalation based on type, age, and amount of deduction Customer satisfaction increased
Automated claims/deduction Reconciliation Improves root cause reporting and analysis
Tracking of resolution time and method of closure Reduces operating costs


Please contact us today for a demonstration of how this could work for you.