Case Study: ANNA Money automates scheduling of 20+ tasks with Dialpad WFM

Anna Money automates the scheduling of over 20 tasks using Surfboard

ANNA Money, a fintech company providing business banking services, faced challenges with manual scheduling as their team grew. Their reliance on spreadsheets created a lack of visibility into team activities, risking their service level agreements (SLAs) and introducing inefficiencies in resource allocation. They turned to vendor Surfboard and its WFM product for a solution.

Surfboard WFM provided ANNA Money with an automated scheduling solution that efficiently managed over 20 different tasks. The platform's features, including round-robin scheduling and advanced activity rules, ensured fair shift allocation and precise staffing coverage. As a result, Surfboard saved the team significant manual effort, minimized human error, and integrated seamlessly with tools like Slack and Google Calendar for a smoother operation.

ANNA Money

Jamie Wynn

Product Designer for the CX Development Team