Introduction:

In the dynamic world of the telecom industry, efficient customer onboarding is crucial for delivering a seamless experience. INVIA(Insights Visualization Action), a prominent name in the telecom sector, leverages Master Service Agreements (MSA) and a sophisticated My Fleet Manager (MFM) portal to onboard customers. However, occasional lapses in customer data transfer can lead to gaps in onboarding, prompting INVIA to employ its automation prowess to bridge these voids.

The Foundation: Master Service Agreements (MSA)

Master Service Agreements serve as the backbone of INVIA’s customer onboarding process. This contractual framework outlines the terms and conditions governing the relationship between INVIA and its enterprise customers. The MSA ensures a standardized approach, facilitating efficient communication and service provision.

My Fleet Manager (MFM) Portal:

INVIA’s My Fleet Manager portal is a vital tool for enterprise customers to monitor their day-to-day usage and billing information. This user-friendly interface provides transparency and control over telecom services, enhancing customer satisfaction.

The Challenge: Missed Customer Details

Despite INVIA’s robust MSA framework and MFM portal, challenges can arise. In some instances, telecom sales individuals may overlook sending customer details, creating a gap in the onboarding process. This oversight prevents certain customers from accessing the benefits of the MFM portal. Typically, onboarding involves multiple parties, but automation eliminates any friction. This self-sufficient process consumes and compares data from various sources, triggering onboarding without human intervention.

The Solution: PCX Warehouse — INVIA’s Secret Sauce

To address the challenge, INVIA turns to its PCX warehouse, the secret sauce that empowers the organization with comprehensive data management capabilities. All customer data, including those who signed up for telecom services, is meticulously loaded into the PCX warehouse. This serves as a centralized hub for data, enabling INVIA to identify and rectify missing customer information.

The Automation Advantage: Batch Files and Task Scheduler

Automation is a fundamental principle at INVIA, and batch files play a pivotal role in this ecosystem. Batch files facilitate the automation of tasks, whether they involve Python scripts, SQL queries, or any other processes. INVIA utilizes automation tools such as “Windows Task Scheduler” to seamlessly schedule and execute specific tasks at designated intervals as shown in the below example for a reference point of view.

Weekly MSA Report and Customer Chasing:

On a weekly basis, we generate an MSA report using batch files. This report highlights customers who are missing from the MFM portal due to overlooked details. The batch file triggers automated processes that identify these customers from the PCX warehouse and initiates communication with the respective telecom sales individuals for resolution.

Forceful Onboarding through Automation:

The beauty of automation lies in its ability to streamline complex processes. With the MSA report in hand, INVIA’s automated system communicates with the telecom sales individuals, urging them to expedite the onboarding process for the identified customers. This ensures a proactive approach to addressing gaps in the customer onboarding journey.

Conclusion:

INVIA’s strategic integration of Master Service Agreements, My Fleet Manager, PCX warehouse, and automation through batch files exemplifies a comprehensive and efficient approach to customer onboarding. By leveraging the technological prowess, INVIA ensures that no customer is left behind, reinforcing its commitment to delivering top-notch telecom services and a superior customer experience.

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