Ursula Brady, Author at Aforza - Page 4 of 30

Promotion Compliance (with Dispute Record Generation)

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Aug 29, 2024 | Business Process

Business Process Overview:

• Check Into Visit and Confirm Location: Verify user is at the correct location to ensure accurate compliance reporting.
• Begin Compliance Audit and Log Disputes: Start audit, documenting any disputes related to compliance issues.

AI Suggested Promotions from Volume Contract

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Aug 23, 2024 | Business Process

Business Process Overview:

• Review Account with Active Volume Contract: Use Aforza to examine the customer’s active contract.
• Access Supporting Assets: Retrieve and view the volume contract PDF for reference.
• Leverage AI for Promotion Suggestions: Summarize contract details and suggest relevant promotions.

Activate Accrual Process

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Aug 16, 2024 | Business Process

Business Process Overview:

• Create a Fund, Promotion & Credit Note: Establish the necessary financial instruments.
• Update Customer Account Balance: Reflect the latest transactions in the customer’s account.
• Check Tasks Status – Executed or Outstanding: Monitor task execution status to ensure timely completion.

Manage a Live Trade Calendar

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Aug 6, 2024 | Business Process

Business Process Overview:

• Create Promotion: Define the promotion details and objectives.
• Analyze Previous Performance: Review past promotion results and performance metrics.
• Check for Promotion Conflicts: Identify any overlapping or conflicting promotions.

Create an Indirect Promotion

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) | Aug 2, 2024 | Business Process

Business Process Overview:

• Create Promotion: Define the promotion details and objectives.
• Analyse Previous Performance: Review past promotion results and performance metrics.
• Compare Scenarios: Assess different promotional scenarios and their potential outcomes.