Cocoperi Implements BM Portal at Joho Credit Union
Cocoperi, a prominent company in the realm of business solutions, has officially rolled out its business matching management service, BM Portal, at Joho Credit Union. This platform is aimed at streamlining business matching operations across financial institutions, transitioning traditional processes to a more efficient online system.
Background of the Implementation
In recent years, financial institutions have made significant efforts to support the digital transformation (DX) of their partner companies. As part of these initiatives, they often engage in business matching services where they recommend solutions from partner providers to address specific challenges faced by their clients. However, this approach has inherent inefficiencies resulting from a reliance on individual staff operations within the institutions. Lack of shared knowledge and information can hinder the effectiveness of these matching services.
To overcome these challenges, the decision was made to implement the BM Portal. This new system aims to enhance operational efficiency while improving the quality of proposals tailored to the unique needs of partner companies.
Features and Functions of BM Portal
The BM Portal is designed to facilitate an efficient business matching process. Here's how it works:
- - Service Management: Users can manage information related to services offered by partner companies. They can register challenges faced by their clients and easily search for potential solutions within the portal.
- - Digital Approval Process: The portal digitizes the approval process for sharing information with partner companies. Benefits include accelerated processes and reduced administrative burdens, moving away from paper-based procedures.
- - Progress Management: This feature prevents duplication of efforts and allows for clear visibility into the status of business matching projects, enabling organizations to better strategize and streamline their suggestions.
- - Knowledge Systemization: The portal captures and digitizes knowledge previously localized to certain employees, creating an accessible resource that all employees can leverage for optimal proposals.
- - Flexible Workflow: With an integrated workflow approval system, the portal allows for quicker decision-making. This reduces delays and ensures operations run more smoothly.
- - Unified Invoice Management: From securing agreements to issuing invoices, the BM Portal enables a unified management process that enhances efficiency in financial operations and allows customization of invoice formats.
Future Prospects
Cocoperi is committed to the continuous improvement of the BM Portal by incorporating advanced features, such as AI-driven recommendation systems, to further enhance the service experience for financial institutions. Furthermore, multiple financial institutions have expressed interest in adopting the BM Portal, signaling significant potential for expanded usage.
Cocoperi has a proven track record with its other service, the Big Advance platform, which has successfully facilitated over 200,000 business negotiations over the past eight years. As a leading entity in business matching, Cocoperi aims to leverage its expertise to support financial institutions in addressing the challenges faced by small to medium enterprises (SMEs), thereby contributing to the revitalization of the local economy.
About Cocoperi
- - Company Name: Cocoperi, Inc.
- - Location: 11th Floor, Kioicho Building, 3-12 Kioicho, Chiyoda, Tokyo, Japan
- - CEO: Shigeru Kondo
- - Founded: June 2007
- - Business Areas: Business platform solutions
- - Website: Cocoperi Official Site
- - Key Services: Business support platform for SMEs, overseas business matching platform 'BIG ADVANCE GLOBAL'.