Tesorio
17 Case Studies
A Tesorio Case Study
Provation, a medical software company, was struggling with an overloaded AR function—one manager handling 1,000+ customers using mail-merged letters, Excel vlookups, and manual dunning that made scalable, empathetic outreach impossible. To modernize collections and keep a customer-first approach, Provation adopted Tesorio’s collections automation platform, including automated dunning and custom tagging.
Tesorio delivered a unified platform with automated dunning, custom tags, shared notes, email templates, segmentation, and additional seats for a cross-functional "Tiger Team," enabling coordinated customer contacts. The impact: 5% more cash YOY during COVID-19, a 5x increase in weekly customers contacted (from 10% to 50%), 4 hours saved per rep per week, and dunning time cut from several weeks to one day—demonstrating Tesorio’s ability to scale outreach while improving customer experience and AR efficiency.
Kevin Beam
Credit & Collections Manager