Using GenAI to reduce time to create integrations by 81%
Overview
GEP CLICK is an integration tool unifying GEP’s procurement and supply chain solutions with clients’ ERP/CRM systems
Existing Solution
Complex GUI
The existing tool has a complex interface that only technical users can understand, leading to difficulties for non-technical users and slowing down the integration process.
Manual Input
The current workflow is cumbersome and time-consuming, requiring extensive manual input and technical knowledge
Problem Statement
As a non-technical user I want to integrate my CRM/ERP with GEP system instantly
Objective
Guided Workflow Creation
Leveraging Machine learning for a guided workflows or suggestions based on user inputs, helping users create integrations more efficiently
Minimizing User Input
Giving users recommendations based on their choices and not requiring them to create a manual workflow
Solutions
Concept 1
Use a step by step method to facilitate user to create an integration. Suggest succeeding step using previous selections
Concept 2
User searches and is given recommendations based on their choices. User can modify their choices without going back within search
Concept 3
Chatbot, with suggested options based on data collected overtime. Requires minimal user input
Final Designs
We decided to go with the concept 3, because:
Users could type and choose from system suggestions
They didn’t need to switch between screens to change their choices
Impact
Time to create integration went down to 5-10 minutes from 40 minutes
80% reduction observed in errors reported in dashboard