The challenge
Paper quotation requests and printed finance forms delayed sales handoffs. Maintaining many custom applications also left limited capacity for new customer-facing initiatives.
OUTSYSTEMS IN ACTION / BANKING & FINANCIAL SERVICES
How a finance services group removed a three-to-four-day quotation paperwork delay
The next commercial action should not wait for a paper form to reach the office. Explore these connected applications and why capture, receipt and approval need separate measures.
RESULTS REPORTED IN THE SOURCE
12
weeks for the mobile quotation application
20
weeks for the separate finance application
3–4 days
quotation paperwork-processing delay eliminated
THE BUSINESS CHALLENGE. THE CHANGE. THE RESULT.
The change
The group delivered an offline-capable OutSystems quotation app in twelve weeks with two developers, connecting requests directly to its CRM. A separate web finance application took twenty weeks with four developers and replaced printing and scanning with digital forms.
The outcome
The source reports removal of the three-to-four-day delay in processing quotation paperwork. It also reports around 7,500 quotation requests annually and roughly 220 finance applications each weekday at the time; these are separate workflows and historical activity measures.
Source: customer case study published by OutSystems. Brief prepared by Digital Alchimia.
DIGITAL ALCHIMIA’S DELIVERY PERSPECTIVE
What could this approach unlock for your business?
The useful next step is to connect the story to your own operating reality. Here are the questions we would bring into that conversation.
01
Connect the captured request to the next commercial action.
An offline form is useful when the request reaches the right CRM record with enough context for follow-up. Define synchronization, duplicate checks and responsibility for incomplete submissions. OutSystems professionals can help connect the mobile experience to that operational handoff.
02
Keep request receipt and approval measures distinct.
A faster completed form does not establish an equally fast credit decision. Agree timing boundaries for capture, receipt, review and approval with the business. This helps the team prioritize useful application work and discuss delivery capacity without borrowing an unrelated turnaround claim.
START WITH THE WORK THAT NEEDS TO CHANGE
You bring the business challenge. We help shape the delivery team.
Digital Alchimia provides OutSystems professionals and delivery expertise for application development, modernization and evolution. Whether you need to reinforce an existing team or explore a new initiative, we can discuss the capabilities, responsibilities and next steps that fit your context.
A useful starting brief
✓ The process or customer journey you want to improve
✓ Where work waits, repeats or depends on disconnected systems
✓ The expertise already available in your team
✓ The outcome you want to measure and the timeframe to explore
Turn a promising idea into a useful conversation.
Tell us where your business needs to move faster and where your team needs additional expertise. Let’s explore an OutSystems approach shaped around your requirements.