Deutsche Apotheker- und Ärzte-Bank

Platform for automated creation of data-driven exposés for customer consulting

Starting point

Manual input of customer documents and attachments
Manual aggregation of customer-relevant data for consulting
Benchmark data for customer consulting is not available
Desire for digitalisation, i.e., a data-driven and automated customer consultation in the healthcare sector

Conceptualization and testing of use cases for data-driven customer consulting
Design and implementation of a secure, scalable cloud architecture ("military standard") with various services
Integration of various internal and external data sources, including demographic data and geodata from OpenStreetMap
Conceptualization and integration of the CRM system Salesforce
Formation of comparison groups for customer consulting
Calculation of various performance indicators

Automatic digitisation (OCR) and analysis of customer documents
Integration of various comparison databases for different customer groups
Quick insight into the savings and revenue potential as well as the geographical infrastructure of customers
Automatically scalable system for data-driven creation of exposés in PDF format for customers in the cloud
Development of a frontend for data validation and control of the exposé generation

Thanks to digitalization, the sales team gains customer insights at the push of a button and can provide precise, individualized consultations
Faster aggregation of relevant external and internal customer data
Data-driven creation of almost self-explanatory exposés for sales
Provision of exposés for financial, location, competition, and market price analysis of customers
Easy determination of customer potential