Problem description

Freedomcard is a very small organisation that had success in the market, but due to inefficient processes in the company, the planned expansion of the company is in jeopardy. Freedomcard has two main processes in their company: Find Partners that will offer value to the card in exchange for access to a group of potential customers. Sell the card that gives the customers access to the value offers that the Partners provide and administrate the customer data

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The process of finding Partners and signing contracts with them works satisfactory today and leave for the moment very little room for improvements by adding any kind of IT supported processes. The current process of selling the card and administrate the customer data however, is cumbersome and contains a lot of resource demanding steps which also easily generate errors and/or incomplete data and could be improved by adding some IT supported processes. The Sales and administration process has several steps and typically starts early summer:

1. The sales management estimates the volume of cards expected to be sold during the start of the semester. 2. An order for the expected sales is placed with the supplier (mostly the volume are kept to lowest possible number of cards in order to minimize the number of unsold cards that have to be scrapped by the end of the sales period, which at the same time creates a risk of running out of cards in the middle of the sales season, with lost sales as a consequence) 3. Sales are done by a bigger group of sales representatives (who sell on provision) that are required to fill in a customer sheet for every card that they sell. These sheets are then sent back to the back office function in Freedomcard 4. The back office staff will then register the customer data in a databases in order to be able to communicate the Partner offering that the card