Share Point Cloud Powered Distributor Portal Streamlining Invoices & Expense Claims Management
Challenges:
Difficulty to manage and streamline invoices generated by a large scale of distributors
Industry
Retail
Solutions:
SharePoint Cloud Powered Web Portal for Distributors
Results:
The custom-built online booking application with seamless integration allowed the client to streamline bookings from all locations from a single platform
Locations:
Middle East
About the Client
The client is a leading pharmaceutical company with active research and development projects in respiratory diseases, pain, oncology, and other areas. With over 50 years of experience in the pharmaceutical field, the client focuses on providing products and services that improve the quality of life for healthcare consumers.
Mundipharma works with several distributors in different markets across various countries. Each distributor submits its monthly invoices and expenses through physical files, which are later managed through Excel sheets based on parameters like country code, product code, and geocodes.
Case Overview
The client's workflow completely depended on physical or paper documents and manual entries. This challenged their process with duplication of efforts, as there was no validation of an existing entry. Lots of time was spent entering and approving a single transaction. Real-time updates from distributors were also restricted.
Owing to its large network of distributors, the client wanted a single solution that could streamline the invoices generated by the distributors. Fingent developed a web portal that allowed distributors to easily submit an online entry of their expenses and attach invoices and other supporting documents to claim their expenses.
CHALLENGES
Roadblocks Faced in the Existing System
Time-consuming manual entries
Duplication of efforts
Lack of real-time notifications to inform the distributors
Lack of instant communication with distributors
Complex workflow. Restricted tracking abilities
SOLUTION
Fingent’s Approach - Share Point Cloud Powered Distributor Portal
Allows distributors to submit an online entry of their expenses and attach invoices and other supporting documents to claim for their expenses. The submitted entries are validated through a four-tier/six-tier approval process based on parameters like country code, product code, and geocodes.
Listings of submitted debit notes
Identifying and recording payment types
Intuitive dashboards to ease tracking of invoices
Explore how our experts can turn your innovative
ideas into reality
BENEFITS
Making an Impact on Client Success
The portal not only allows distributors to claim expenses easily but streamlines the invoice approval process by allowing the country manager, general manager, finance manager, and any other manager based on the GL Codes to easily access, track, manage, and approve the invoices. The application also supports real-time notifications.
Email notifications are sent to distributors on any missing documents
The cover sheet highlights the expenses and the amount to be paid to the distributor
Simple to use application allows distributors to manage the portal without IT help
Easy document submission and faster approval process
