Innovative Digital Transformation at Saint Care by UPWARD: A Case Study

Transforming Sales Operations: UPWARD's Impact on Saint Care

In a remarkable stride towards operational excellence, UPWARD Corporation, based in Chiyoda-ku, Tokyo, has unveiled a case study showcasing its collaboration with Saint Care Holdings. This partnership highlights the digital transformation (DX) journey within Saint Care as they adopt UPWARD's innovative solutions to enhance sales process efficiency.

Founded in 2002, UPWARD is known for its AI-driven sales support services, specifically designed for field sales and visit-based interaction. They emphasize the importance of creativity in field workers while supporting the acceleration of both corporate and societal growth. A testament to their mission, UPWARD’s tools have been successfully implemented by over 400 major companies in Japan, focusing primarily on those that rely on face-to-face customer engagements.

Saint Care Holdings, located in Chuo-ku, Tokyo, is a renowned provider of at-home care services such as home nursing, caregiving, and bathing services. The company strives to improve the quality of care while simultaneously reducing the burden on its staff. To achieve this, they looked to upgrade their processes, which had mostly relied on paper and Excel spreadsheets for recording activities related to home visits.

Key Challenges and Solutions

The challenge was clear: with sales representatives making roughly 10 to 15 visits daily to support care service proposals and relationship development with home care support offices, a more efficient system was essential. Recognizing the need for change, they initiated a review of their reporting processes to minimize dependence on traditional methods.

One of the crucial innovations brought by UPWARD to the forefront was their “Stay Detection Feature,” which automates activity reports. Additionally, the support structure included robust security measures, making the decision to implement UPWARD an easy one. Here are the specific benefits noted after deploying UPWARD’s solutions:

1. Mobile Activity Reporting Reduces Overtime

With the introduction of a mobile app, staff can now report activities on-the-go, eliminating the need for post-visit report writing. This has notably reduced average monthly overtime hours within just one year of the system's introduction.

2. Efficient Visit Planning via Mapping Features

UPWARD’s mapping capabilities allow staff to visualize their visit locations, systematically utilizing 10 to 15 minute intervals between appointments for additional meetings with nearby service offices. This has significantly increased the number of business interactions and time management effectiveness.

3. Enhanced Internal Communication through Real-Time Activity Records

The ability to log detailed activities in real-time has not only improved the quality of reports but also enabled more meaningful discussions during internal meetings. Valuable qualitative insights are now shared, leading to enhanced decision-making based on current field circumstances.

Final Thoughts

This partnership exemplifies how technological advancements can significantly enhance the efficiency of sales operations in home care. The case study published by UPWARD can be explored further through their official site, detailing the transformative journey at Saint Care Holdings. It stands as a beacon for other organizations facing similar operational dilemmas.

For further insights into UPWARD and their offerings, visit their service site or download their introductory materials. The case study can also be found here.

Conclusion

UPWARD's commitment to developing sales engagement solutions that drive operational growth underscores the rarity and significance of their impact in the industry. Effective deployment of AI technologies like those offered by UPWARD can redefine the landscape for field workers, making tasks more manageable and enhancing the overall care experience.

About UPWARD Corporation

UPWARD aims to unlock the potential of field workers by addressing their challenges with cutting-edge DX services. By leveraging technology, they facilitate environments where individuals can perform their tasks efficiently regardless of their location or circumstances. For more details, visit UPWARD's corporate website.