Steer has a framework called the Go Digital Plan to help you bring your operations online in 3 easy steps
PHASE 1: DIGITIZE PROCESS FORM & WORKFLOW
Step 1: Select a template to configure or start from scratch
Step 2: Customize your form and build the process via drag-and-drop
Step 3: Set user access to the actor type and set activity rights per form section for each actor
Step 4: Set micro-automations per step like notification, SLA etc.
PHASE 2: ANALYZE PROCESS STEPS & AUTOMATE ROUTINE ONES
Step 1: Use the process analysis reports in the dashboard to observe the average cycle time, cycle time per lane, customer satisfaction report per process to identify areas of improvement
Step 2: Consider streamlining process through elimination of any steps that do not add value
Step 3: Automate routine rule-driven steps through “Jobs” and allow automated 24x7 processing and eliminate errors and omissions from human operators
Step 4: Repeat steps 1 to 3 on a regular basis and observe improvements in customer satisfaction as well as growth in revenue and profitability
PHASE 3: CREATE CUSTOMER ACCESS TO PROCESSES
Step 1: Select from web widget, portal, mobile app, Chatbot & e-commerce plugin wizard
Step 2: Follow instructions according to the wizard, either to add a script to your website, or upload customized app to the app store, or build chatbot extension
Step 3: Make your customers aware of the new ways they can avail of your products and services directly and identify and improve their preferred mode of interaction (outside of Steer activity)
