Central One Credit Union streamlines operations using Upland Panviva
Discover how Panviva helped consolidate a complex database for faster deployment of processes system-wide.
Challenge
A fragmented, unwieldy database.
Central One needed a solution that would provide a centralized data repository and, most importantly, would help call center staff streamline procedures and revise out-of-date forms. With Panviva, the team was able to consolidate their complex database and more quickly deploy processes system-wide. Now, agents are empowered to focus on providing great customer experiences.
“Panviva has reduced errors and keeps people accountable. Members are happier, Things are getting done right the first time.” – Christine Bates, Assistant Vice President
Solution
Modernize for a smooth implementation.
Panviva’s low IT installation requirements simplified implementation. As a result, Central One was able to easily evaluate and change many of its most used forms. These improvements to processes and updates help systems behind the scenes run more smoothly, allowing agents to do better, more satisfying work.
Results
Reps can focus on serving members.
The use of Panviva drove several outcomes for Central One, including:
- Consistency of content and information across departments
- Increased productivity and job satisfaction among Central One employees
- Faster deployment of processes system-wide
More resources
Global Media Organization Turns to Upland’s RightAnswers for Ultimate Contact Center Transformation
Taking an organization from local to global requires an elevated approach to knowledge management. For this organization, RightAnswers is the solution.
Insurance broker advances operations and expands to digital communications with OL Connect
This active insurance company needed a solution to integrate with their existing ERP system to boost print operations, enhance document design, and provide multi-channel communications to customers.
Commercial bank uses OL Connect to streamline workflows and enrich customer communications
This busy financial firm needed a solution to integrate with their current systems to enhance productivity and client correspondence while adhering to strict compliance regulations.