Detailed plan for implementing client retention automation at STIM TECHNIBAT, including situation analysis, technical implementation, and deployment timeline.
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[...] Client Retention Automation at STIM TECHNIBAT - Detailed Plan I. Situation Analysis 1. Presentation of the company STIM TECHNIBAT: (Sector of activity, size, financial organization). 2. FCurrent client follow-up operation: (Manual reminder process) 3. Problems identified: (Recurring payment delays, impact on cash flow and continuity of projects, lack of structured reminder strategy) 4. Project stakes: (Preserve the financial health of the company, Improve the rigor of the client process) II. Project Progress and Follow-up 1. Project Team Organisation: (Team Constitution, Role Distribution via RACI Matrix) 2. [...]
[...] Indicators of follow-up put in place: (Collection rate, Average payment period Number of necessary relaunches) 2. Evaluation of discrepancies: (Comparison before / after implementation, Analysis of the causes of potential discrepancies) 3. Hypotheses of results: (Improvement of cash flow, Time gain for the administrative team, Reduction of the bad debt rate) IV. Project closure and recommendations 1. Project Balance: (Objectives achieved or not, Difficulties encountered and solutions proposed) 2. Recommendations for sustainability: (Regular post-project follow-up, Continuous update of the restart tool, Training of teams) 3. [...]
