Case studyAudit/Cost Optimization

CRM Audit Excellence: Eliminating Technical Debt and Streamlining Operations for a Global Logistics player

OSM Worldwide, a global logistics firm headquartered in the US, sought a comprehensive audit of its current CRM systems to address inefficiencies and improve customer operations. The audit included an in-depth analysis of code, security, system performance, and application utilization. Based on the findings, strategic recommendations were made, enabling OSM to significantly reduce technical debt, optimize processes, and enhance overall customer service.

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Case study: CRM Audit Excellence: Eliminating Technical Debt and Streamlining Operations for a Global Logistics player
Audit/Cost Optimization

What we did

  1. 1

    Conducted a detailed code audit to identify inefficiencies and outdated elements within the CRM system.

  2. 2

    Performed a security audit to ensure compliance with best practices and data protection standards.

  3. 3

    Executed a system performance audit to assess infrastructure scalability and operational stability.

  4. 4

    Analyzed application utilization to determine underused features and areas for process automation.

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The results

Reduced technical debt, leading to a 30% improvement in system performance and responsiveness.

Enhanced security measures, minimizing vulnerabilities and ensuring better data protection.

Streamlined processes, resulting in a 25% increase in operational efficiency and leaner workflows.

Improved customer operations through better system utilization, leading to faster resolution times and increased customer satisfaction.

*Partnered with Coresolute LLC.

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Case Study | CRM Audit Excellence: Eliminating Technical Debt and Streamlining Operations for a Global Logistics player