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Franklin & White helps businesses with assessment solutions for hiring and leadership development. They partner with independent consultants, coaches, executive education providers, and HR departments to provide high-touch assessment administration services to help individuals, teams and organizations reach their full potential. To make their great service even better, Franklin & White sought to organize their complex orders more easily and make sure everyone completed their assessments on time. DataCose and F&W joined their forces to develop a customized order form and order management system, simplifying the process for both the F&W team and their clients.
As a leading provider of assessment solutions, Franklin & White consistently manages numerous complex orders, each involving multiple participants, assessments, deadlines, and specific requirements. This complexity made it challenging to organize and track orders effectively using out-of-the-box solutions.
Due to the complexity of their orders, they were often submitted inaccurately resulting in additional manual work to investigate and collect the missing information. This created additional friction in the customer experience, costly back-and-forth communication, and delays in getting started.
Data security and privacy requirements made it paramount that F&W’s order form safely captured vital information. By leveraging the latest version of reCAPTCHA, the new solution includes robust safeguards against bot submissions to maintain integrity and security. This ensures F&W provides a safe and reliable service for their clients.
DataCose developed a custom order form for their team and clients to submit orders directly into an order management system. The order form reduces errors and expensive back-and-forth by requiring all necessary information upfront. The fields validate that the information provided is accurate. There's reCAPTCHA to prevent bots from submitting. Finally the order form is securely integrated with Insightly, so all orders automatically appear inside of their project management tool, with all information stored in the correct fields, fully ready to be assigned to the best team member for fulfillment.
Franklin & White has seen a substantial decrease in errors and time-consuming back-and-forth communication thanks to the implementation of a custom order form. By requiring all necessary information upfront and incorporating custom field validation, the order submission process is more accurate and streamlined.
The custom order management system led to a standardized workflow for managing orders and assessment participants. Previously, each assessment administrator had their own approach, leading to inconsistencies and oversight issues. Now, with a unified system in place, Franklin & White enjoys a new level of oversight and visibility across all orders and clients. Everything is managed more effectively, and the team can easily share information to work even better together.
Clients seeking assessments from Franklin & White now enjoy a smoother journey, thanks to reduced back-and-forth interactions required during the request process. The custom order form has minimized the need for repetitive communications, ensuring a more straightforward and efficient experience for clients.
Previously, Franklin & White struggled with scattered orders, hindering data analysis and smart decision-making. Now, their custom order management system centralizes data, improving their ability to analyze information, spot patterns, and make informed decisions. This helps them make better decisions, grow the business, and improve their services.
DataCose's development of a custom order form and management system addressed several key challenges faced by Franklin & White, resulting in reduced errors, streamlined processes, elevated customer experience, and enhanced oversight. This case study highlights the importance of tailored solutions and effective collaboration in achieving critical business objectives.
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