Solvid Ondernemen
A platform that guides employees step by step through complex coaching trajectories, with portals for commissioning parties and clients, e-learning and realtime Microsoft integrations.
Solvid Ondernemen guides people from benefits towards running their own business: from business plan and financial planning to finding the right accountant. Since 2002 they have helped thousands of new entrepreneurs on their way, with more than 10,000 successful trajectories.
The challenge
Solvid Ondernemen was looking for a system and platform to guide internal employees through the many steps involved in supporting different clients. Every trajectory is different, and each commissioning party sets its own requirements for the client file.
- A wide variety of trajectories, with each commissioning party having different requirements for the client file
- Employees needed to be guided by the system towards the right next steps
- Recurring processes called for automation, such as reminders for important deadlines
- Large volumes of client information required overview and structure
- The system had to connect to key business processes such as the financial administration
Our approach
In several on-site sessions we established exactly where the need lay: project-based work across a diversity of trajectories, a high degree of flexibility and far-reaching automation of repetitive processes.
Trajectory flows per commissioning party
An automated, flexible process flow per client type and per commissioning party that guides employees step by step: from deadline reminders to filling client files using predefined templates.
Document generation
Client-specific documents are generated automatically, straight from the file in Salesforce.
Portals for commissioning parties and clients
Both groups got a personal environment connected to Salesforce, to consult information or independently complete and update files. That prevents errors and offers transparency to collaboration partners.
E-learning platform
Clients follow learning modules in their own e-learning environment to progress faster on their path to entrepreneurship. Solvid can see per client which modules were completed and with what result.
Microsoft integrations
Realtime connections with SharePoint (document library), Office 365 (email and appointments), Microsoft Teams and Outlook for easy appointment scheduling.
Products in use
Solvid Ondernemen also uses our Influx Exact Connector, SharePoint Connector and AI Prompt Builder, embedding invoicing, document management and AI support seamlessly into daily work.
The result
Solvid Ondernemen now works with an environment that seamlessly fits their highly complex business process: efficient, flexible and with realtime insight.
Employees are guided through each trajectory step by step, per client type and commissioning party. A dynamic debtor overview shows all outgoing invoices and payment statuses, documents are generated automatically and dashboards deliver realtime management information. Automated validations and checks of client information also ensure higher data integrity.
“The best implementation partner I have ever experienced.”
Inge Jansen · Business Advisor, Solvid Ondernemen
Looking ahead
With the platform as its foundation, Solvid Ondernemen keeps developing further: from additional automation of recurring tasks to expanding the e-learning modules.
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