Case detail

A system and platform to guide internal employees

Who is Solvid Ondernemen?

Solvid Entrepreneurship guides people in starting their own business. They help people on benefits to work towards realising their entrepreneurial dream by supporting them in all the steps involved in entrepreneurship from A to Z. Whether this involves writing a business plan, financial planning or even finding the right bookkeeper.
Whether it is writing a business plan, financial planning or even finding the right accountant.

Since 2002, they have successfully helped thousands of new entrepreneurs to realise their entrepreneurial dreams with more than 10,000 successful trajectories.

The challenge

Building a system and platform to guide internal staff through the many steps involved in assisting different clients. These are different trajectories where each client has different requirements when preparing a file.

The system should therefore mainly help in taking the right steps, automate recurring processes and provide an overview of the large amounts of information recorded per client.

Above all, it should also be a system that supports the work process, saves time and connects to important business processes such as financial administration.

Our solution

Through several sessions at the client’s location, we have become very clear about where the needs of Solvid Entrepreneurship lie. Namely: Project-based work, with a diversity of different processes, with a high degree of flexibility and a great need for automation of repetitive processes.

This includes things like reminders for following up on important deadlines, generating client-specific documents and filling client files using predefined templates.

The integration with Sharepoint makes it possible to make use of the existing document library and also have access from Sharepoint to the documents stored in Salesforce.

Both clients and customers also have access to a personal environment connected to Salesforce to consult information or independently add or change files. This prevents error proneness and provides insight and transparency for your cooperation partners.

As icing on the cake, Clients can make use of their own E-Learning Platform where they can follow learning modules in order to grow faster in their entrepreneurial steps. For each Client, Solvid Ondernemen can see which modules have been followed and what the results were.

The result

An environment that fits seamlessly into the highly complex business process of Solvid Entrepreneurship.
An efficient but flexible work process.
An automated and flexible process flow per customer type and per client that takes employees through the various steps step-by-step.
A dynamic debtor overview for all outgoing invoices and payment status
A personal portal for Clients
A personal portal for Clients
An E-Learning platform for Clients.
Automated Document Generation
Easy appointment scheduling in combination with Outlook
Real-time integration with Sharepoint for document exchange
A Realtime Integration with Office 365 for exchange of e-mails and appointments.
A Realtime Integration with Microsoft Teams
Realtime Reports and Dashboards with key control information.
Higher data integrity through automated validations and checks of customer information.