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Back to Case Studies Back to ResQ Enterprise™

EFMARK Service Company is the Largest Independent Automated Teller Machine Sales and Service Organization in the United States. They got that way through good business practices, excellent management and the utilization of corporate automation solutions.

With the proliferation of information available to companies and consumers, markets are opening up, and customers gain for the first time an unprecedented choice of where to buy products and services. At the same time companies trying to sell goods and services to these customers find that the fight to retain and win market share is at its fiercest. The players that succeed in these aggressive market conditions are those that identify the market's needs and deliver what the customer wants, when they want it.

In the United States, Efmark has gained a strong foothold in its industry by pursuing its aim to be the leader in ATM sales and service. The company's mission is to make it easy for corporate customers to interface with Efmark as quickly and as accurately as possible through the customer’s preferred method of contact. When information is harnessed and utilized effectively service performance is greatly enhanced and the customer’s satisfaction is greatly improved.

The validity of Efmark's mission is proven by the numbers. They have grown at an average annual rate of 60% over the past five years and are now the largest independent ATM sales and Service Company in the United States. They have over 20,000 ATM’s under contract, 1999 sales were $60 Million, they have over 500 employees in 37 offices and cover 36 states. Efmark has a customer base in excess of 1,300 banks, savings & loans and credit unions and they are adding contracts at an unprecedented rate due in large part to the technology backing their service promises.  

So how did they do it? Five years ago Efmark’s Strategy group took up the challenge to find a service automation system. They began to look for a solution that would provide the company with an integrated technology platform, on which they could automate clearly defined business processes to support the service department. Having evaluated a number of options the management team recommended a custom solution from Open Solutions Inc. 

Peter Regnier, Senior Vice President of Efmark said, "We looked at lots of off the shelf service dispatch products and we didn't feel they were a good fit. They [vendors] said they were flexible and could be customized, but they were either a lot of money to do it or it took a lot of time."  

Open Solutions Inc. has built its reputation on providing unique software solutions that solve customer’s current and future business problems at an affordable and predictable price.  

A concern that used to come up was Open Solutions’ size. Being a small company in comparison to some of the competition makes some prospects question making a purchase. Being in business for over 15 years helps, but it’s our service performance and practices that ultimately remove any remaining doubt.  

Peter Regnier goes on to say, “service response with Open Solutions is great; the turnaround time on minor development can be the same day”. He continues, " The best thing however, is the quality of the advice he [Brad Dempsey, owner and chief developer of OSI] gives. Brad has business sense. The answer is always, ‘We can make it work the way you want it to work’ and then he reviews it with us to make sure it will work for us. Sometimes he suggests a better way, not with what's easiest to program in mind, but with what makes the most sense for the business and staff".

Since ResQ Enterprise™ ’s implementation over two years ago, Efmark has continually found new uses and pushed the limits of the software. Their call center is handling in excess of 50,000 service calls a month. This is over and above customers accessing Efmark’s web portal for service. Open Solutions developed a secure access web site for Efmark where customers can login and place service calls (these calls are automatically placed in the dispatch queue, just as if a call center agent had entered the information), check the status of existing service tickets as well as view account information like past invoices and service call history.  

To complement call taking and the web site, Efmark provided another option for customers to contact the service center. Efmark recently added an Interactive Voice Response system from Open Solutions. Customers now have another automated option for placing service calls or checking on the status of existing tickets.

No matter how a customer chooses to open a service ticket, the end result is the same. Once a ticket has been opened, the customer’s information is immediately placed in a dispatch queue that is automatically updated on the dispatcher’s computer screen.

As the dispatcher works through the items in the queue, they can quickly identify priority calls through the use of color codes on the screen.

Because ResQ Enterprise™ uses a centralized database, all the customer's information is available through one screen. Using a series of tabs on the dispatch screen, the dispatcher can quickly see everything relating to the customer and the service call. This information includes:

  • Call Details: lists the open ticket and site.
  • Call List: lists the entire history of support calls for this equipment.
  • Events: lists the events that have happened since the ticket was created.
  • Site Info: this window displays all the detailed information about the site.
  • Equipment Info: lists the equipment details and specifications.
  • Dispatch: this window is used to actually dispatch the call to a technician.
  • Update Call: the last detail tab in the dispatch screen is used to update calls after they have been dispatched. This screen is used to track calls until they are closed. 

This entire process is a closed circuit. Once a service call is placed, either through a call center agent or through the self-service web portal or IVR, the process is tracked and accounted for. The call cannot be left behind or become lost. Using a series of work queues the service call is moved through the system quickly and efficiently. Each person in the process has their responsibilities clearly defined and all the information they need to perform their job is at hand.  

With ResQ Enterprise™ , service personnel have complete and accurate information about the customer and can complete a service call in just a few clicks of their mouse.  

One more added benefit to this process is that behind the scenes ResQ Enterprise™ is automatically keeping track of problems and their resolutions and compiling a knowledge base. Efmark staff and customers alike then mine this data, making future service calls easier to resolve. 

All this makes for excellent communication within the company and ultimately between the company and the customer, which is the key to success in bettering customer satisfaction and staff productivity.

Following the success of the Service Department implementation, Efmark is continuing to roll out ResQ Enterprise™ to its sales representatives and is finishing a roll out the application to its marketing and accounting staff by the end of 2002.  

Peter Regnier says "ResQ Enterprise™ gives us the power to explore how we can build better relationships with our customers, not just by responding to their needs but also by anticipating them. With Open Solutions supporting us, we can work hand in hand with our customers to build better business opportunities across all our customer touch points and channels."

 

 

 

 

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