Case Study: medi accelerates credit and contract processing and cuts errors with frevvo workflow automation

Medi Usa Accelerates Day to Day Businessthrough Workflow Automation

Medi is a leading manufacturer of medical aids, sports textiles and fashion products with many product lines and sales reps in the field. Manual sales processes — including a paper Customer Credit Application that required correcting illegible fields and re-keying into ERP, plus a contract process that relied on printing, signing and scanning — were slowing the business down, so Medi turned to Frevvo’s low-code, visual workflow automation (cloud-based e-forms and e-signatures).

Frevvo automated Medi’s Credit Approval and Contracts workflows, integrating the e-forms with Medi’s Infor VISUAL ERP and adding e-signatures to generate signed PDF agreements. Deployed in weeks and updated with user feedback, the Frevvo solution has made processes significantly faster, eliminated duplicate data entry, reduced errors, and delivered traceable, automated approvals and signed contracts to stakeholders.

Medi

Tim Horkey

Chief Financial Officer Service Owner