TC debt chasing emails Merged

Merged into RPA -

Problem:

Currently there are two forms of debt chasing. No Funds (deposit not taken) and Overdue or coming due funds (when balance due date is approaching and after that date has passed) For both of these we chase the TC by email, this involves pulling a report from admin studio into excel, manipulating into a useable list and then start to email to advise overdue. These emails are sent manually and there can be up to 500 per week to chase.

Requirements:

• Daily log into AS and pull report for balance due's

• Check if send email field is yes (to be built be devs)

• Send emails/letters from the AS report to customers via Freshdesk at 2 weeks, 1 week, 2 days and on balance due date. 4 Letter will be different

• Send emails to TC AND customer at 2, 5 8, 11 and 14 days after balance was due

• Save report in onedrive for exceptions and 15 day + overdue balances

Metrics:

Total time save for both combined process - 65 hrs. 1.73FTE