Maximizing ROI with Automation: A Chilean Client’s Journey

Digital and Electronic Commerce.

• Automation
• Barcode Integration
• Thermal Printer Integration
• Submission to the SII(https://homer.sii.cl)
• Generate Bill, Invoice, Credit note, Debit note

Client is from Santiago,Chile.

• The customer wanted to generate bill, invoice, credit note and debit note from the mobile application as well as web application and submit the documents to their government called SII(https://homer.sii.cl). For that it we need to use their SOAP and REST APIs to send. There were multiple steps had to follow to submit a document to them.
• The client had to manually perform steps to verify their customer to the SII. It was causing their lot of time and efforts.
• Once the document is generated by the system, they had to manually need to check if the document is actually accepted by the SII or not. If it was not accepted, they had to review the cause and submit again the same document after correcting.
• Whenever the document is accepted by the SII, they had to manually download the XML generated by the system and had to manually send to their customer’s customer.`

• Conversantech created custom web application for the client and their customers, Mobile application for their customers. Customers can create bill, invoice, credit note and debit note by using their mobile application as well as web application. The client has their dedicated control panel where they can handle their customers, view dynamic reports generated, view status of each documents generated by their customer.
• After learning the complex process to submit the document to the SII, Conversantech integrated in the system such a way that the document gets submitted to the SII in a smooth manner. We also made a automation system so that during re-conciliacion if any document is not submitted, the system will automatically submit the document again to the SII.
• Integrated to read email from the mail box to get the status of the document and generate report to verify the document is submitted to the SII.
• Made dedicated automation system to certify client’s customers to the SII. This process had multiple steps which if followed, it will get accepted by the SII.

• Customer retention has been increased by 40% after creating web application and mobile application with automation integrated.
• Personal involvement of the client is decreased by 70% because of the entire process is smoothly integrated to each other.
• The revenue increased by 36% after the solution implemented in the system.

This case study showcases how Conversantech aided a client from Santiago, Chile to streamline their invoice and document management process using Python, Django and Mongo DB technologies. We developed a custom web and mobile application with integrated automation to ensure smooth interaction with the SII government portal. The efficient system resulted in a 40% increase in customer retention and a 36% boost in revenue while decreasing the client’s personal involvement by 70%. By automating the certification of clients, the submission of documents, and status checking, we ensured seamless operations that saved significant time and effort. Explore more about our business solutions [insert link here] and how they can optimize your processes.

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