This case study showcases how we created a customized CRM for Direct Counsel Australia to automate manual data entry, leveraging OCR technology to address challenges in managing large data from Excel spreadsheets and screenshots while improving client interaction.
The challenge was the reliance on manual data handling from multiple sources, causing time delays and errors. Direct Counsel needed a robust solution to access case information seamlessly and manage interactions efficiently without human intervention.
OCR, or Optical Character Recognition, is a technology that converts different types of documents, such as scanned paper documents, PDFs, or images captured by a camera, into editable and searchable data. In this case, OCR was used to extract relevant data from images and convert it into usable formats for Direct Counsel.
We developed a customized CRM that has a custom table-making feature to enhance data accessibility and management. The CRM allows users to upload Excel sheets of large datasets; all the data will be automatically displayed in table form for all categories/menus as required by the client.
It also handles the functionality to upload your desired data along with images from which extra information is extracted through OCR, and once you upload, it will be saved in the database and will also be displayed to you in table form. Additionally, we incorporated advanced search capabilities to find the required data from the entire CRM whenever needed.
Tech Stack Used
Direct counsel reported a 90% reduction in time spent on data management and a significant improvement in data accessibility and accuracy. The system also facilitates better case management and client engagement, which leads to higher client satisfaction rates.
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