The project
Sopesa is a Shared Services Center (SSC) in Central America that provides administrative and support services, improving costs and operational quality, increasing internal controls, and simplifying and standardizing processes.
The challenge
In the business sector, invoice management is often a manual process prone to errors and delays. SOPESA faces the challenge of processing large invoice volumes and manually validating the associated documents. Automating and optimizing this process reduces costs, improves accuracy, and saves time.
The solution
We automated data extraction from identity documents for SOPESA with a Salesforce-integrated solution developed using Apps Script and cloud technology. Implementation reduced errors, optimized operating times, and improved billing. Google Cloud's support ensured accuracy, stability, and better decision-making.
Project results
1. Payment validation: Cash and credit payments were validated properly and efficiently, producing accurate, fast results. 2. Customer documentation validation: Information is guaranteed to be consistent and precise, ensuring billing accuracy. 3. Response times: Fast responses of approximately 3 seconds per opportunity.
With the implemented solution, we have streamlined our billing process, significantly reducing processing times and minimizing errors. Integration with Salesforce has been key to centralizing information and optimizing our workflows, allowing us to focus on activities that deliver greater business value. Mauricio Palomo, Transformation Lead, SOPESA.
