Production case study

Shazam

Automates the generation, distribution, and tracking of annual Emergency Preparedness letters for multi-unit accounts.

● Live in Production

Executive Snapshot

Business domain: Sales Operations

Automates the generation, distribution, and tracking of annual Emergency Preparedness letters for multi-unit accounts.

4,558+ reported annual hours

Business Challenge

Generating, formatting, and emailing annual emergency preparedness letters across thousands of national accounts was extremely labor-intensive.

Transformation Approach

Details to be added.

Automation Solution

Built on Google Zenphi to combine customer data, generate personalized PDF letters, notify sales reps, update Workday logs, and manage yearly audit logs.

Enterprise Technology

ZenphiWorkday

Measurable Outcomes

4,558+ reported annual hours

Reported potential annual workforce capacity. Not audited actual realized savings. Source: Owner-supplied portfolio record.

Other Business Benefits

Details to be added.

Transformation Leadership

Details to be added.

Operational Excellence

Details to be added.

Operating Controls

Details to be added.

Lessons & Scale Potential

Details to be added.

Enterprise examples are generalized to respect confidentiality; portfolio outcomes use the categories and bases supplied by the owner.

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