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Most importantly, all of this functionality was hidden behind a simple, easy-to-use interface for Namely’s clients! Additionally, WorkRails provided approval workflows, an actionable notification process, and integration with the existing tools used by the services team. These tools allow for custom workflows, unique services content, and automation processes. This “consumerization” of services was made possible, despite the many differences between each offering, through the suite of WorkRail’s configuration tools. Once discovered, a Client could then add one or multiple outcome-oriented solutions to a shopping cart and purchase services on the spot. Namely created a “Services Portal” integrated into their new Salesforce Communities offering, complete with tools to allow for easy discovery of the services needed.

An authorization workflow was necessary in order for clients to self-purchase services.

Notifications of client activity needed to be generated and easily acted on.

Each offering required unique workflow, pricing logic that leveraged data, and supporting content.

There was no way to automate the process by which information is collected from clients.

Services can get complex and clients have limited understanding of the offerings.

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After transforming how they sell services, the forward-thinking Professional Services team saw an opportunity to take this newly digitized process and apply it to a solution that would create a far better experience for their clients as well. This implementation decreased hassles associated with the services sales process and accelerated bookings and resulted in such a streamlined process that Namely decided to create a “self-serve” client-facing solution as well. The WorkRails solution augmented and enhanced these systems in ways that a conventional ETL solution simply cannot, and radically improved metrics across the board which have led to significant found services revenue and customer satisfaction. Namely engaged with WorkRails to solve these pain points, and the resulting implementation proved to be a highly successful solution that served as the connective glue between their various order-to-cash systems, including Salesforce CPQ, Zuora, NetSuite, and Workfront PSA. Once a deal was closed, it took on average 3 business days to book the new revenue and create the correct downstream PSA projects needed in their implementation of Workfront. This process on average took two weeks from start to finish and required participation from their Customer Success, Deal Desk, Professional Services, Legal, and Finance functions. Professional Service offerings at Namely prior to WorkRails were quoted on an ad-hoc basis by their Customer Success function, and often required several back and forth communication chains with clients in order to gather all of the necessary project details, accurately quote the customer, and close the deal. In conjunction with their software, they also offer clients Professional Services to help implement new system functionality, offer industry best practices across their various modules, and drive additional value and adoption from the platform.

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Namely is an award-winning leader in the human resources software space, whose mission is to help mid-sized companies build a better workplace.

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A staggering 90 percent of manual data entry can be done away with when using this software.Ĭompanies that implement Rossum's AI solution can save time, money, and hassle.Click here to download the case study. Rossum's cutting-edge AI-based software gives businesses the ability to capture data automatically. Manual data entry is the old-fashioned way. Most of the companies that use these programs rely on manual data entry completed by company employees.

There are many software programs that are advantageous for businesses, such as Namely.

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Turn your team into a driver of efficiency and growth with Rossum. Rossum’s unique computer vision technology reads the Customer service report in a way that ensures fast data capture and greater accuracy with repeated use. Most importantly, they waste valuable employee talent. Manual Customer service report data entry and traditional OCR solutions are slow, expensive and error-prone. Automate Customer service report Document Processing with Namely in 2 minutes!ĭon’t transfer data from the Customer service report manually into Namely, let AI do it for you.

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