Transforming Taxation Company’s Help Desk: A Scalable Ticketing Solution

about Case study

Providing robust and efficient customer service is one of the essential aspects of running a successful business. However, when customer support is done through an inadequate support system that utilizes several Gmail accounts to handle complicated customer questions, it might be tough to handle all the queries.

One of the leading taxation companies was in a similar situation and sought to look for a scalable ticketing solution to provide customer data to service providers without compromising on security. Keep reading to understand the other challenges and how Prismberry, with its transformative approach, solved the issue!

4.6
4.6/5
$20 Million

Annual Savings Delivered

100+

Solutions Delivered

50+

Satisfied Customers

60%

Increase in Energy Efficiency

Challenges

Within the complicated landscape of tax collection customer support, the organization battled with a variety of challenges entangled in its operations, including:

Complex Customer Queries

Most times, customer queries are complex, and the service providers require customer data for detailed understanding. The absence of robust security protocols made sharing the details a little insecure

Seasonal Ticket Surge

The seasonal nature of the company, especially during the last few hours of the deadline for tax filing, resulted in a whopping 1000% increase in ticket volumes. It increased the demands on the support system were aggravated beyond limits.

KPI Pressure on Customer Support Teams

Customer support teams had many performance indicators, such as ticketing closure and also meeting customer satisfaction, which amplified the need for efficiency.

Limited Team Lead Access

The team leads experienced many difficulties in managing their teams due to the constrained access to the performance and responses of those groups, an obstacle to effective oversight The team leads experienced many difficulties in managing their teams due to the constrained access to the performance and responses of those groups, an obstacle to effective oversight

The challenge

Confidentіal Inc. faced notable challenges with their trading platform that obstructed the AI-based Hedge Fund operations, like running several scripts manually on a daily basis and the inability to provide dynamic instructions. Let’s understand the challenges the client faced with their existing system

Unscalable On-Premise Infrastructure

The platform was hosted on AWS and on-premise infrastructure. The on-premise systems lacked scalability and resilience. Besides, the system required manual intervention to start the operations daily.

Static Instructions

The absence of dynamіc іnstructіons necessіtated code modіfіcatіons for any changes, іntroducіng errors, and hіnderіng the fund’s adaptabіlіty to changіng market condіtіons

Time-Intensive Machine Learning Algorithms

The executіon of complex algorіthms proved resource-іntensіve, resulting in prolonged executіon tіmes and іncreased operatіonal costs for Confidentіal Inc.’s Hedge Fund.

Manual Trading Operations

The trading platform had complex data pipelines to pull stocker data from different reputable sources, like Yahoo Finance and Interactive Broker, and stored in a Big Query through ETL pipelines. Frequent manual scrіpt executіons on a daily basis resulted in operatіonal іneffіcіencіes, 2-3 hours to set up a system for trading operations, and required human intervention, affecting the overall relіabіlіty of tradіng operatіons

Prismberry Solution

Prismberry did not only match but even surpassed the expectations of the company, creating a scalable and efficient system with a modern approach. Our team of experts provided a comprehensive overhaul, addressing the company’s challenges with a state-of-the-art helpdesk system:

01. Automated Ticketing

Turned the customer support emails into useful tickets, organizing the querying process.

03. Lifecycle Management

Provided a reliable ticket lifecycle management process, giving much more visibility and control over the support operations

05. User and Team Management

Created advanced user and team management features, improving administrative oversight and coordination

07. Tight Integration

Integrated seamlessly with the client’s user access and also the customer support environment, ensuring a cohesive operational environment.

02. Round Robin Ticket Assignment

Introduced a dynamic framework, which assigned the tickets to service providers equitably and efficiently while managing the resource allocation optimally.

04. Customer-Service Provider Mapping

Developed a personalized yet very effective mapping between the customers and providers.

06. MIS and Performance Reports

Given the MIS and other performance reports, the experts at Prismberry provided a lot of helpful information for good strategic decision-making.

01. Automated Ticketing

Turned the customer support emails into useful tickets, organizing the querying process.

02. Round Robin Ticket Assignment

Introduced a dynamic framework, which assigned the tickets to service providers equitably and efficiently while managing the resource allocation optimally.

03. Lifecycle Management

Provided a reliable ticket lifecycle management process, giving much more visibility and control over the support operations

04. Customer-Service Provider Mapping

Developed a personalized yet very effective mapping between the customers and providers.

05. User and Team Management

Created advanced user and team management features, improving administrative oversight and coordination

06. MIS and Performance Reports

Given the MIS and other performance reports, the experts at Prismberry provided a lot of helpful information for good strategic decision-making.

07. Tight Integration

Integrated seamlessly with the client’s user access and also the customer support environment, ensuring a cohesive operational environment.

Results

Prismberry’s solution delivered compelling results for the taxation company:

Scalability

The platform was able to handle 10,000 tickets daily and also more than 200 service providers, demonstrating increased operation capacities.

10,000

tickets/day

Dynamic Load Balancing

The incorporation of a single-command scale-up and also scale-down mechanism allowed for efficient load balancing through an optimized resource allocation

Efficient

load balancing

Efficiency

Customer support efficiency skyrocketed by a shocking 100%, overcoming the many troubles of searching for old messages and also improving one’s contextual understanding

100%

customer support efficiency

Streamlined Operations

This multifold improvement greatly alleviated the ticket owner’s confusion, and it created a more responsive customer support environment. The effect of the platform has surpassed expectations and it changed the customer support paradigm of the company.

Seamless

load balancing

The technology that we use to support Paysafe

Django
NextJS
GCP
PostgreSQL

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