Category Archives: Business

Using Product Finders to Improve eCommerce Conversions

For businesses with lots of product SKUs, helping customers find the right product is a sure-fire way of increasing sales and conversion rates; Zingtree is a perfect solution. Guided product selection is a new kind of strategy that allows customers to help themselves, self-solve, and locate exactly what they need as quickly as possible.

From picking out the perfect pair of sunglasses to the right kind of bike, to figuring out the ideal package of services, these “product finders” can help customers locate the right product in the easiest way possible.

The Facts: Customers Want Easy Access

Key metrics and figures in the eCommerce world only work to confirm what we know: simple, guided product finders are the wave of the future where customer journey and improving conversion rates are concerned. Let’s take a quick look.

Stat #1: On average, people spend about 51% of their time on their mobile phones.

It’s incredibly convenient for buyers to browse your store on mobile in short, quick, sessions during the spare pockets of time they have throughout the day. Online stores should always be optimized for quick shopping experiences that help customers find what they need within the fastest possible route. If they can’t find what they need, they’ll move on.

Stat #2: 94% of companies see “higher engagement and conversion rates” as benefits of a commitment to customer experience.

Customer experience is all about personalization. When you take the time and effort to customize an experience to specific people, they are far more likely to enjoy it and walk away feeling positive. Without any personalization, consumers can quickly jump to the assumption that those products or brand are not for them.

Stat #3: 74% of online shoppers rate product selection as important during the online search process.

That’s right — about 3/4 of all online consumers consider product selection as one of the most important parts of the search and purchase process. When you think about it, it really makes sense; making it as simple as possible to locate the right product is critical to customer satisfaction and loyalty.

What Are Product Finders?

Product finder decision trees are the perfect way to set up customers for success in a personalized, self-solving, mobile-friendly environment. Instead of the traditional eCommerce site boasting pages and pages of products, product finders allow customers to take the lead using well-thought out, pre-programmed guidance.

Nationally-recognized baseball bat manufacturer, Phoenix Bats, is a perfect example of how product finders have a direct impact on happy customers and better conversion rates.

After building and implementing a custom decision tree bat selector tool on their website to guide customers to the perfect bat for them, Phoenix Bats saw vast improvements to overall sales and revenue. Read the full case study here.

Tips for eCommerce Product Finders

No one product finder should look or feel the same — each eCommerce business’ brand should always shine through. Here are our top 3 tips for creating interactive product locators that are as helpful as they are nice to look at:

1. Create pop-up trees.

Just a few short lines of code can allow you to publish and present decision tree product finders as fun pop-ups! Shown as a button as popping up in a clean overlay window, it’s one of our many publishing options to fit any eCommerce business needs.

2. Customizations are key.

We make it easy to inject some personality a few different ways, custom CSS files being the main one. After having a designer create the perfect file, just add to your decision tree product finder to ramp up the style — take a look at one of our customer’s awesome uses of this. You can also do things like build color buttons, add images and videos, and insert GIFs for something extra informative.

3. Use for support improvements.

Interactive decision trees aren’t just for helping guide customers to the right products, they are also used for helping guide customers to the right answers and solutions. Any FAQ item, tutorial, or troubleshooting article can easily be reformatted as a decision tree, allowing customers to more easily self-solve and stay happy.


You can check out our Gallery of examples for even more inspiration.

Have any questions or want help getting started? We’re always here for you.

Repeating Forms in Decision Tree Data Gathering

Our call center customers are so enthusiastic about Zingtree that we get some awesome feature requests. In particular, more and more operations are using decision trees for collecting data. One essential part is to be able to collect information on an indeterminate number of items.

For example, an insurance application may need to collect names and ages of each family member – be it one or twenty. Zingtree’s Repeating Forms capability fulfills this need.

How Repeating Forms Work

Quick dive: Try this demo tree from the Gallery.

The details: A node can collect multiple forms, one at a time. First, the agent starts with one form:

The agent can click Add Another to enter a second family member:

This can continue for multiple family members. At the end of the process, when the agent clicks the Continue button in this tree, the tree’s session will data variables set for each family member, like so:

Configuring Forms for Repeat Entries

When editing a node, there’s an option in the Data Entry Fields part to configure repeating items. Here are the details:

  1. Edit the node with the form you want to make repeating.
  2. In the Data Entry Fields area, click the Repeat Form option:

  3. Enter the maximum number of items to repeat (up to 50):

  4. Click Save Changes to save your work.

That’s all you need to do! The data variable names for your repeating forms will have an underscore and an item number at the end. So, in the example above, the variables for name and age will be name_1 and age_1,  name_2 and age_2, etc.

Thanks again to Tom K. for the great feature suggestion. While your trees can gather repeating items, great ideas like this need to be repeated only once to make it into the product.

So if you have a killer suggestion, please share!

4 Steps to Creating a Scalable Customer Support Strategy

While you can choose to pool all of your energy into development or marketing to get your product/service alive and out into the world, you’ll only ever see some of that potential return. After all, what is a reliable product without a reliable company behind it?

Investing the time and resources into building a solid, scalable customer service strategy is necessary to creating a brand that’s both profitable and sustainable. According to a recent Customers 2020 report, experts predict that customer experience will soon surpass price and product as the key differentiator from one brand to another. In other words, how you handle customer service matters.

When Applian Technologies was working on improving their processes and becoming more streamlined, they performed a support audit of their channels and found a lot of inefficiencies. Their goal was to scale up as a startup, and their human labor intensive customer support strategy was holding them back. From our experience with Applian building customer experience, we came up with a few pointed steps to lead to a scalable support roadmap.

1. Find the Perfect Help Desk Platform

After performing a full-fledged audit of your customer service efforts, it’s time to adopt a help desk solution if you haven’t already. And, if you have, it might be a good time to refresh things or even look into new platforms if things aren’t scaling up as quickly as you’d hoped.

The right help desk solution will centralize your communications across email, chat and social media, and be easy to manage day-to-day. With a platform like Zendesk, Freshdesk, or Desk.com, support teams can quickly identify repetitive issues, respond to customers and solve problems, and access key analytics to help optimize further along the way.

2. Offer Multi-Channel Customer Service

Offering multiple channels of access to support is the best way to keep customers happy 24/7; with the tools available today, it’s possible to provide consistent customer service without outsourcing live support or keeping agents up at all hours. The basic minimum multi-channel support platforms include:

  • Live chat support
  • Phone number
  • Helpdesk or CRM
  • Knowledgebase and FAQ
  • Interactive troubleshooters

While agents are offline, interactive knowledge bases, FAQs, and troubleshooters can offer customers access to many answers and solutions. Zingtree integrates with any CRM (like Zendesk and Desk), as well as live chat tools (like Zopim and Intercom) and publishing platforms (like WordPress), so you can strategically connect the dots with your customer service strategy, and help to streamline the entire process as you scale up.

In fact, when Applian technologies set up an interactive support system, they saw a 20% overall reduction in support cost and a huge reduction in the volume of back-and-forth support tickets overall.

3. Train Your Support Agents Early and Often

Onboarding new agents early and training (and re-training) them often is a hallmark of any company that truly understands how the knowledge of their employees can impact performance, satisfaction, and motivation. As customers are more empowered in their control of purchasing when, where and how they choose, so too should customer service agents be; training should always include a tutorial on how and when to go above and beyond for consumers.

Interactive training programs, much like interactive knowledge bases, are an ideal way to share information. With an online, standards-and-scenarios based training program, support staff can continue their company education in an easy-to-digest format, with complete information available on every facet of the business that they might need to know.

4. Keep up With (and Analyze) Reports

At the end of the day, the numbers and data surrounding your support strategy won’t lie. Set up your CRM tool to dole out automated reports based on the key statistics and indicators you need to keep track of, as well as for Twitter, Facebook, and any other platform you’re communicating with customers through. Aggregating and analyzing this data can help you to consistently improve as you scale up, identify any bottlenecks or trouble spots, and prove to the board that your strategy is really working.

Zingtree offers powerful analytics and reports to help make pulling data every month as simple as possible. Depending on how your interactive decision trees are set up, you can quickly see high-level usage stats, breakdowns by agent, overall traffic, and much more. Additionally, Zingtree works with Google Analytics to allow you to get even more robust and powerful tracking data.


How scalable is your current support strategy?

Start a new interactive decision tree to start streamlining, scaling up, and saving time and money. 

Any questions? We’re always here to help you get started. 

Simple Software: How to Start a Training Program with Decision Trees

People are what make businesses move, grow, and flourish; investing in your live human resources is always a smart decision. However critical to success, training programs don’t have to feel stuffy and laborious. A great training process shouldn’t feel like unwanted homework, it should inspire knowledgeable, motivated employees that are comfortable and confident.

Is your company using an effective training program? Are you training enough, and regularly? Outdated methods of a VHS tape and a conference room doesn’t count. These training statistics from Shift start to tell a tale of why an investment into employee training and engagement is so key:

  • Out of nearly 4,300 workers, 74% felt they weren’t achieving their full potential at work.
  • Companies with 100-500 employees only have 6 minutes of training every 6 months, on average.
  • 1 out of 3 employees said that uninspiring training content is actually a barrier to learning.
  • 7 out of 10 people said that training and learning opportunities influence their choice to stay with a company or leave.

Employee training programs, when executed well, can turn around the most effective, productive, and happy staff a business has ever seen. By setting up an interactive training program using online decision trees, you’ll provide a powerful platform for staff to learn from anywhere, and much more easily.

Guided Training Sessions

All businesses will typically have a training guide set in place; a long PDF or thick stack of bound papers to house the important items, manuals, and other key employee information. The problem with these long-form training guides? They’re time-consuming, mind-numbing, and never an accurate representation of the company’s brand or personality.

Interactive decision trees are a more friendly way to guide people through a training session by asking questions in an interview-style way, which helps to keep things moving quickly and keep employees more engaged with the important information being presented. You can even add customizations and visuals like GIFs, videos, and photos to help display step-by-step information and lead workers to a path of understanding.

Online Situational Simulations

Scenario-based documentation is in high-demand for many companies and organizations looking to train new hires in a standard and efficient way; different situational training always varies, for every type of industry. Whether your business is in retail, tech, healthcare, customer support, insurance, or even if you’re a governmental department or non-profit organization, your training simulations should be able to easily match your audience (employees).

Decision trees are a perfect digital resource for creating and implementing simulations online, for any kind of scenario that you may need to communicate in a training session. Providing interactive simulation tools to emulate different potential work scenarios can prove to be invaluable when leading trainees through new or complicated learning environments. Click here for an interactive example of a training simulation to see how it’s done.

Interactive Knowledge Base

Employees and customer-facing agents should be trained on every area of a businesses’ inner workings in order to provide the best work and the most helpful service. If staff were to ask questions to supervisors or other departments multiple times a day, a lot of bottlenecks and frustration would start to occur.

While customer-facing for our purposes, we host our own Zingtree FAQ on the Zingtree platform itself. We’ve found it’s a great way to organize based on different categories of information and quickly lead customers to the right answers to their questions. These knowledge base decision trees can be used in the same way for internal employees, offering a robust FAQ on everything from procedural standards to procurement processes.


Ready to improve your employee training and evaluation process? 

Get started with Zingtree!

How to Create a Survey with Decision Trees

By nature, decision trees are powerful tools to showcase each “decision” along with its potential outcome. While already a recognized and respected way to create interactive guides, how-tos, and troubleshooters, decision trees are also a skillful platform for building, publishing and collecting survey data from both customers and internal employees.

Why Use Decision Trees for Surveys?

The general goal of a survey is to classify a population (who you are surveying) into complete sets, depending on their recorded responses. In this light, you can both represent the survey as a descriptive or analytical tool using a decision tree platform — it’s all narrowed down to the framing of the language used and in-depth paths created.

Better than common or commercial survey platforms, decision trees are ideal for creating these complex paths in a simple-to-follow format, so you never get lost during the building process. Additionally, decision trees make it easy to:

1. Build and implement surveys for recurring needs. 

Collecting information early and often is key when it comes to improving a business or organization. Decision trees are perfect for recurring surveys:

  • HR and internal surveys
  • NPS and customer satisfaction surveys
  • Market research surveys
  • Customer feedback surveys

For example, we use decision tree surveys for gathering information in a technical support request, and for when customers request demos. A little bit of background information goes a long way.

2. Include key information and helpful media. 

Depending on the survey at hand, it can be useful to embed documentation and/or visual media to help convey information better. Using visuals like photos, graphics, and GIFs, and adding relevant videos to your survey questions is a great way to communicate clear instructions and background information within little space.

3. Use logic to jump around complex paths.

Decision trees were built to simplify complex situations, including the complicated logic jumps and survey paths that can arise when collecting information. Our multiple survey building tools (shown below) make it easy to create and visualize the survey paths, end-results, and any missed connections within the logic itself. Plus, you can start building in a spreadsheet if that’s easier to wrap your head around initially.

4. Perform A/B testing and optimize results. 

To get the most from your survey, you’ll need to perform A/B testing on areas such as how your survey questions are written, the medium from which the surveys are sent, and how many questions are included. Using Zingtree Logic Nodes, you can easily A/B test surveys and determine which options are getting the most traction.

5. Customize with themes and branded CSS. 

Having a seamless look-and-feel with your own company or organization’s branding is important to how a survey is received by customers. Zingtree allows you to import your own custom CSS file to fit the design you want perfectly or choose from a selection of decision tree themes to mix and match color and style possibilities.

6. Embed surveys anywhere you need them.

Once you’ve created a survey using Zingtree, you can easily publish and distribute it through several ways. Have a web page or WordPress-hosted site you need a survey embedded on? You can do that. Need us to host a survey that you can quickly link your customers to? You can do that, too.

Getting Started: Building Your Survey

Creating a survey is easy with our toolkit, offering 3 easy-to-use options for creation.

The Wizard: The interface walks you through the decision tree building process while you provide the questions (and answers) that your end-users will see and navigate through.

The Designer: Draw out a decision tree on one screen, where you’ll be able to create the nodes and their connections to see exactly how the tree will flow.

Overview: A form-based option for creating one node at a time that consists of tools for refining your decision trees – perfect for content-heavy surveys.

Check out this real live decision tree example, showcasing a basic customer satisfaction survey template.

 


Zingtree makes it easy to build surveys, as well as question & answer style troubleshooters, scripts, sales filters and more to satisfy your customers, your agents and your business needs.

Contact us to learn more or get started today!

Single Sign-On for Zingtree Decision Trees

security-blog

We’ve had several requests to incorporate Single Sign-on (SSO) into Zingtree, as a means of restricting access to trees.  Many customers have sensitive corporate processes or procedures encapsulated in their trees, and ensuring these trees are accessible only to certain employees can be invaluable.

Single Sign-on is a service provided by many vendors, including Okta, Microsoft (Active Directory / Azure), Google (G-Suite), Salesforce and more.  These services are known as Identity Providers.  A single log-in through an Identity Provider gives a user secure, authenticated access to applications provided by Service Providers like Zingtree.

Once you log in through your Identity Provider, you don’t need to re-enter your login credentials. SSO is a very convenient way to secure access to your applications, while not burdening end-users with extra hurdles.

Zingtree supports any service that is SAML 2.0 compliant, which is a common standard.

Set Up Overview

Configuring SSO requires your Identity Provider and Zingtree to share information with each other:

  1. Your Identity Provider needs information about Zingtree.
  2. Zingtree needs information about your Identity Provider.

SSO just needs to be set up once for your organization. Once you have Zingtree and your Identity Provider successfully working together, you can mark any of your trees as “SSO restricted” via the Settings tool to require a login to get access.

Configuring Zingtree for SSO

To start, in the Zingtree top menu, go to Account, Single-Sign-on. You’ll see the parameters (specific to your organization) to share with your Identity Provider:

Configure your Identity Provider with these parameters.

Next, click the blue button to Enter Identity Provider Data into Zingtree. The following screen appears:

Copy the rest of these settings from your Identity Provider.

If you’re ready to test, make sure Enable access restrictions on specified trees is checked.

Click Save Identity Provider Settings when finished.

Testing Your SSO Setup

Once you’ve set up your Identity Provider and Zingtree for SSO, you can test from Zingtree as follows:

  1. In Zingtree, go to Account, Single Sign-on.
  2. Click the orange Test Setup button at the lower right of the page.

From here. you can test logging into your Identity Provider from Zingtree.  If you’re already logged in, the test will just return your email or other identifier from your Identity Provider.  If you’re not yet logged in, the Identity Provider’s login screen will appear, and then you will be returned to the Zingtree SSO test page after logging in.

Enabling SSO on Your Trees

Once SSO is working properly from your test, you can restrict access to any tree as follows:

  1. Go to My Trees, and select the tree that you want to require SSO login.
  2. Click the Settings tool.
  3. Check Require Single Sign-on (SSO) Login to Access.
  4. Click Update Settings.

Release Notes

SSO has been tested with a variety of Identity Providers.  If you’re having trouble configuring with a specific service, please let us know!

Avangate Startup Interview: Let’s Talk About Zingtree

Recently, our fearless leader, Bill Dettering, sat down with Avangate to talk about the ins and outs of what makes Zingtree such an effective SaaS tool. Check out some of the highlights from the interview below, and check out the entire thing on the Avangate blog!


Q1: Please tell us a bit about Zingtree. When and how did the company get started?

Zingtree was first sprouted in late 2013 by Tom Mayes and myself, the founders of Applian Technologies. We were seeing a lot of inefficiency in supporting Applian’s software products, and as such the first Zingtree-like troubleshooters were hard coded into the support path. After seeing a big reduction in support emails, we knew we had a winner, and so Zingtree was started.

Seven months later, the embedded troubleshooter concept was turned into a toolkit that anyone could use. With lots of testing and feedback, the Visual Designer and Content tools came to life, reporting was added, and Zingtree was ready to branch out to real customers. Since releasing, we’ve had a lot of interest from companies operating Call Centers, so we’ve gradually built more live support options into the product.

Q2: Meeting a real business need you’ve experienced firsthand gives you a major advantage. 

What does Zingtree do differently from alternatives in the market?

Incredibly, there are very few alternatives in our space, especially when the need for a product like Zingtree is so obvious. Technically, we offer unique features like “subtrees,” which allow decision tree publishers to easily reuse content across multiple knowledge areas. Our customization options are advanced as well.

Our experience in operating a B2C company for 20 years gives us an advantage in making Zingtree – a B2B company – incredibly accessible – our site has numerous example trees, and a prospective customer can try all of the tools and use the trees without even having to sign up for an account. It’s interesting when we demo for large companies, and they ask about “training.” We chuckle and tell them this has never been necessary since Zingtree is designed to be easy to use.

Our pricing model is also unique, in that it’s built around “pay for what you use.” Our confidence in Zingtree is really high, so we can offer this sort of value proposition to our customers and keep a profitable business model.

Keep reading the interview right here >>

Ready to get started with your own decision tree? Sign up or log in here.

Procurement Case Study: Philip Morris International

Philip Morris International + Zingtree

Streamlining complex operations processes in an interactive environment

Philip Morris International is the world’s leading global tobacco company, representing six of the world’s top international brands that span more than 180 markets. Largely focused on Research & Development, the company employs over 400 dedicated scientists, engineers, and technicians who work to develop less harmful alternatives to cigarettes.

P.M.I.’s Challenge

With the highly-regulated environment of R&D, strict guidelines for every process is necessary to mitigate risk and reduce error. PMI recognized a need to have clear, guided solution to ensure that every procurement was handled efficiently and accurately, without implementing a cumbersome system for employees to navigate.

Zingtree’s Solution

Interactive decision trees have allowed PMI to automate complicated procurement processes that follow stringent company regulations. By using standardized trees, the organization has minimized the risk of error while at the same time streamlining efficiency and reducing stress for their employees.

“Structured decision trees lead to increased efficiency, avoid constant repetition of efforts and also lead the users to increased autonomy and consciousness,” says Olivier Raffi, R&D Manager at Philip Morris International. “This type of automation allows free time and extended availability to deal with complex conditions with less time stressed support teams.”

About Zingtree

Zingtree is the most user-friendly, business-ready platform for creating and implementing interactive decision trees that deliver answers faster. Quickly create a decision tree that your site visitors, leads, trainees and/or customers navigate by clicking buttons to answer questions, and receive detailed analytics on how trees are being used. Zingtree makes it easy to guide anyone through complicated processes – there’s no better way to help people get answers and solve problems.

View the full Philip Morris International + Zingtree case study and download the PDF here


Want to see more? Explore the Zingtree Gallery for examples of how our decision trees and interactive solutions provide value for businesses!

Must-Have Support Tools for a Successful Startup

support tools for startups

Often strapped for time and funding, small businesses and startups can be faced with a difficult decision — how do we spend our resources and manpower on our product, website, marketing, and customer relationships equally? Having a well-rounded customer support strategy isn’t always easy to keep up with. However, taking the time to make the right optimizations to your support system will help you retain customers, gather more helpful feedback for your growing company, and keep everyone happy.

Who says startups can’t offer an exceptional customer service experience? Here are our favorite customer support tools to help you make the most of your service.

Intercom

Having a live chat support functionality built into your website is an incredibly useful way to connect with customers who have any questions or issues to address. As a small business ourselves, we love using Intercom because it allows us to automatically track both chat and email interactions with each customer, as well as provide completely personalized one-on-one support.

The convenience factor can be huge in a customers’ decision to either get help or quit using your product/service. Intercom allows small businesses and startups of all sizes to engage with customers quickly and directly, without taking out a lot of time in the normal work day.

Bonus Tip: Link up Intercom with Zingtree to get background information from your customers before you start a live chat.

Zendesk

Everyone’s favorite support software earned the title for good reason. Zendesk provides a cloud-based customer service platform that’s been specifically designed to bring businesses and customers together, having all conversations and support requests centralized, searchable and totally organized.

There’s often not a lot of time in a day for startup workers to evaluate new software, but finding the right kind of CRM is important to scale. Developing a hyper-efficient CRM process can take a little time to prepare, but is guaranteed to help you build and maintain great relationships with people.

Bonus Tip: Integrate Zendesk with Zingtree to give customers a decision tree for self-solving, or allow them to submit a Zendesk ticket with their full tree history if they can’t find a solution.

Zingtree

Online knowledge bases and FAQs are a must-have for any startup or small business. But, customers searching for specific answers or step-by-step solutions to a technical issue, these knowledge bases of articles can be intimidating and frustrating. Zingtree allows you to create customized, interactive decision trees and troubleshooters to provide always-available, guided help to your customers.

Our platform lets you add visuals like GIFs and videos to provide more context, and has publishing tools to let you embed your trees into WordPress or any other website page for seamless integration with your existing online presence. Plus, you can gather feedback through comments to make optimizations even easier.

Bonus Tip: We integrate with a ton of other helpful tools and apps for startups and small businesses, so you can easily link up and share information between platforms.

Twitter

More than just a social media platform or means of distributing your business’ content, Twitter is an incredibly helpful medium for basic support communications. So many consumers are turning to the ease and accessibility of social media to share issues and ask questions, and startups can offer up ultra-fast, bite-sized responses to solve problems through replies and more lengthy direct messages.

Not just for the youngsters anymore, adults of many ages are now using Twitter to keep up with their interests, as well as brands they love. It’s free, fast, personalized enough to please consumers, and simple enough for even the smallest of startups to lend resources to.

Bonus Tip: We’re also on Twitter – follow us and ask us anything!

Grasshopper

Sometimes customers just want a direct line, straight to the source of the information. For startups working with the elderly, those with poorly-functioning Internet, or otherwise technically-challenged customers, having a phone can be a huge benefit. Grasshopper allows you to make a new business-only line from your own personal cell phone, so you can easily field questions anywhere, anytime.

Perfect for startups with remote (or distributed) teams like us, Grasshopper is a cool way to stay in contact with customers while keeping your existing number, and even allows you to send texts through your business number to work through things with clients and customers on-the-go.


Ready to help make your startup even more customer-friendly? Get a free Zingtree account today

Decision Trees for Business: How to Streamline Procurement

Having a well-defined, charted procurement process is vital for company operations in any industry to run smoothly. The proper purchasing of necessary materials can often mean the difference between a successful company and one that ultimately falls due to unsustainable costs or purchasing delays.

For Zingtree customer Phillip Morris International (PMI), standardizing procurement with decision trees has helped keep costs in line and the process consistent for many disparate departments. Anyone buying anything at PMI can now adhere to the company-approved process. This results in employees getting the tools they need faster and more efficiently.

Optimizing the Procurement Process

Is procurement working effectively to support your company’s over-arching strategy?

Without the proper processes set in motion, your organization may be losing out on a lot of revenue and opportunity for growth. And, while the entire process of making an inefficient procurement system better may be complicated, and ultimately take time for decision-makers to come around to, there are platforms to help simplify and understand. After revisiting current processes and looping in the necessary departments, selecting the right kind of technology is key in the optimization process.

Without a mature, strategic procurement function to influence, control and report on organizational spending, it is impossible for a business to fully leverage its total purchasing power and create the value and service levels required from third party suppliers.” – PwC

Structure, sequence and regular analysis are crucial for an effective procurement process. For PMI, using Zingtree decision trees to guide the procurement process has proven to be an enormous help, allowing buyers to follow complicated processes in a lean, interactive environment that greatly reduces the risk of human error.

Balancing complexity and control with ease, PMI’s decision trees have automated processes with a clearly-defined and company-compliant approach. Plus, management now has real-time usage data to assist in further optimization. By utilizing a guided process of procurement internally, any business can standardize best practices to ensure that every purchase process is handled exactly the way it needs to be.

Ready to start streamlining your procurement, or other business processes? Please get in touch with us!