An accounting services provider managed accounts receivable for its customers through third party payment agents. The company faced challenges with customer satisfaction, retention, and reporting on client data, which was static, unorganized, and stale due to manually consolidating disparate data. To solve these problems, RTS developed a datamart with data integration and embedded business intelligence to provide insights. They implemented Tableau dashboards and reporting. This solution helped streamline business processes, increase profitability by reducing customer service costs, and improve customer satisfaction.
The MSP’s Guide to the Ultimate Client Experience: Optimizing service efficiency, account management productivity, and client engagement with a modern digital-first approach.
An accounting services provider managed accounts receivable for its customers through third party payment agents. The company faced challenges with customer satisfaction, retention, and reporting on client data, which was static, unorganized, and stale due to manually consolidating disparate data. To solve these problems, RTS developed a datamart with data integration and embedded business intelligence to provide insights. They implemented Tableau dashboards and reporting. This solution helped streamline business processes, increase profitability by reducing customer service costs, and improve customer satisfaction.
An accounting services provider managed accounts receivable for its customers through third party payment agents. The company faced challenges with customer satisfaction, retention, and reporting on client data, which was static, unorganized, and stale due to manually consolidating disparate data. To solve these problems, RTS developed a datamart with data integration and embedded business intelligence to provide insights. They implemented Tableau dashboards and reporting. This solution helped streamline business processes, increase profitability by reducing customer service costs, and improve customer satisfaction.
An accounting services provider managed accounts receivable for its customers through third party payment agents. The company faced challenges with customer satisfaction, retention, and reporting on client data, which was static, unorganized, and stale due to manually consolidating disparate data. To solve these problems, RTS developed a datamart with data integration and embedded business intelligence to provide insights. They implemented Tableau dashboards and reporting. This solution helped streamline business processes, increase profitability by reducing customer service costs, and improve customer satisfaction.
The MSP’s Guide to the Ultimate Client Experience: Optimizing service efficiency, account management productivity, and client engagement with a modern digital-first approach.