medi is a leading and cutting-edge manufacturer of medical aids, sports textiles and fashion products that combine precision effectiveness with maximum comfort.
They have a number of Sales Reps in the field. When a customer required a credit line, the Credit Approval process was completely manual – the customer would submit a paper form, medi had to correct errors and key in data into their ERP system. Similarly, the Contract process was also very manual and inefficient.
“frevvo’s Cloud-based solution is visual and easy to use yet has powerful business features and integration with our ERP.
frevvo has a great combination of simplicity and flexibility.”
–Tim Horkey Chief Financial Officer Service Owner
medi came to know about frevvo through a referral and decided to try workflow automation. Using frevvo’s low-code, visual workflow automation solution, they were able to automate their Credit Approval process in a matter of weeks. It’s already been updated with user feedback and integrated with medi’s Infor VISUAL ERP system.
Building on the success of the Credit Approval process, medi has also automated their Contracts process. Instead of emails & faxes, printing & signing, the workflow is now electronic and collects e-signatures along the way. Ultimately, it generates a binding contractual agreement as a PDF with the needed signatures.
The benefits are enormous. Both workflows are faster, error-free and far more efficient. Integration with INFOR ERP has eliminated duplicate data entry.