Customer Collaboration Portal

The Challenge

Multiple departments need to weigh in on a customer deduction or invoice issue and using email chains to try to keep everyone informed along with capturing supporting documentation along with requisite approvals simply 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, and ensures that they fulfill their deduction resolution responsibilities. Unique workflows can be configured based on deduction type and amount and channeled to the responsible parties.

Collecting and storing the documentation to approve or reject a deduction is also managed by Carixa.  Debit memos can be retrieved from customer websites and automatically create the 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 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