SAGE INTACCT

Sage Intacct (Part of Sage Software) were growing fast. They had a global customer base and multiple offices worldwide. They needed a highly scalable case assignment solution that could handle complex routings: time-based, skill-based, type, load-balanced, prioritized and round robin.
use cases for q-assign and email to everything
“Excellent Tool to solve complex routing. BEST SUPPORT TEAM EVER. They listened to our needs…they deserve more than 5 stars!”
Sophie Park
Business System Analyst,
Sage Intacct

Case Study

Account name:
Sage Intacct
Industry / Sector:
Software
No. of employees:
1000+ employees
Department:
Service
Product:
Q-assign

CHALLENGES

Strict SLA’s with 24/7 support
Global customer base requiring 7×24 support with strict SLAs

High volume across multiple teams
More than 50 ‘Application Types’ and around 200 cases per day

Need to onboard new hires efficiently
From new hires to product specialists, add & manage their skills & experience

SOLUTION

Prioritized Cases
High priority SLA-bound cases automatically assigned and managed with auto-escalations

Automated load-balancing
Cases can be “held” in queues allowing managers to pre-empt workload spikes & agent availability

Skills-based assignment
Skill sets tracked by capturing the type of cases closed by each agent –with lessons learned

RESULTS

Before – 6 people rotating through shifts -2-3 hours assigning queues each – that’s totally eliminated

Brought the number of assignment rules down from 100 (hard-coded) to less than 25 (dynamic)

75%
The number of assignment rules are down 75% from 100 (hard-coded) to less than 25 (dynamic)
100%
Before -6 people rotating through shifts -2-3 hours assigning queues each -that’s totally eliminated

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To arrange a discovery call or to book a demo, email: sales@ortooapps.com

“Excellent Tool to solve complex routing. BEST SUPPORT TEAM EVER. They listened to our needs…they deserve more than 5 stars!”
Sophie Park
Business System Analyst,
Sage Intacct

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