Digital product SaaS & KYC Automation

B2B process automation with zero compliance errors

For telecommunications specialist yuutel, we designed the complex "Datenbox": a highly secure SaaS solution with an automated KYC wizard that massively reduces manual onboarding resources.

Client: yuutel
Category: SaaS & KYC Automation

The numbers

+25%

process efficiency

faster collaboration

>20%

time savings

>30%

fewer errors

The Task

It takes a lot of time and effort to check authorizations or validate and update data in customer data management. E-mail correspondence is not sufficient in this. Yuutel tasked us to support the company in finding a way to automate, simplify and minimise error potential and the time required for the team in the process.

In other words, we were to streamline and optimize this data validation process for customer care management. The goal: less manual work, reliable clarity and a faster process. So we set out to create a transparent, clever and reliable process for customer data validation.

The Challenge

Before getting started we had to consider a few essentials. First, access conditions. In telecommunications, access depends on a few factors that are not always obvious. For that, the system must handle access rights. There was another important point to consider: In line with legal standards this process can not be done by having clients place an order first.

So we had to find a way to automate and facilitate data validation without relying on customer orders and still keep it all e-commerce and GDPR compliant. And of course the team’s needs were also crucial to the task. We wanted to make this digital product easy to use and effective in daily routines, reliable and up to date for data checks and a means to reduce their workload. Our goal here was to reduce repetitive clicks and free up the team’s time.

Our Solution

We created Databox exactly for these purposes. It works independently of the webshop but can integrate data where needed. Databox enables the team to check, update and communicate data through a direct, transparent and streamlined two-way process between system and customer. It protects customer privacy and complies with all legal standards. When a customer reserves a business phone number, the request moves into databox. Checks and comparisons run automatically in the background.

The team reviews everything, confirms the status and communicates with the customer in the same space. This means no extra tools and no delays. Our solution for Yuutel is an API first platform with an integrated communication layer. This allows customer care to communicate and collaborate directly within databox. The team saves time otherwise spent on emails and benefits from a streamlined process that significantly reduces potential for errors and manual effort.

The Impact

Databox gives the yuutel team a reliable system for validating customer data with less effort and more control. We reduced manual steps and made the process efficient and GDPR compliant.

Customer care can now check and update data directly, without switching tools. And that simplifies communication and cuts down their repetitive work. In short, what used to take time and coordination now happens in one place with full transparency.

“We developed a customer platform together with pathways digital. The solution runs reliably, is well thought out, and greatly simplifies our daily work. A development team was at work that not only knows their stuff but also thinks proactively. Feature adjustments and enhancements were implemented quickly and smoothly. Big compliments to Stefan and the team!”

Thomas Plattner , Head of Customer Management, yuutel

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Digital product

XeNTiS Composite GmbH