Areteans | All Things PEGA

Areteans Meet!

Appointment Scheduler to Improve Business Transaction Efficiency

Areteans Meet!

Appointment Scheduler to
Improve Business Transaction
Efficiency

What is Areteans Meet?

Does your business rely on multiple and regular Customer meetings and appointments for efficient operation? Do you need a streamlined tool to schedule, manage, monitor, and evaluate your client appointments? Areteans Meet is the perfect solution for your business to schedule and manage client appointments efficiently.

Scheduling customer meetings are not about taking phone calls and writing down appointments anymore. Manual calendaring, rostering and scheduling appointments are obsolete in this technology-driven world. Areteans meet is an integrated Pega application that enables your organisation to meet with your clients via scheduled appointments to manage hassle-free business transactions. It is useful across multiple service industries where client meetings become vital in running business operations successfully.

Features of Areteans Meet

Areteans Meet is built on the Areteans Resource Manager (ARM) application which runs on the Pega platform. No third-party tools or external applications are used to develop Areteans Meet. Areteans Meet is built with a capability to leverage data from the inbuilt Areteans Resource Manager Application as well as any other Enterprise workforce management application.

Following are the key features of Areteans Meet:

Channel management

Various channels like Phone, In-Person and site visit are available by default to choose from while scheduling an appointment while Zoom, Microsoft Teams can be supported on demand. Areteans Meet enables business admins to regulate the channels that participate in an appointment booking journey with a simple toggle.

Purpose management

Areteans Meet supports business configurable purposes and associated questionnaires. This empowers the application to be domain agnostic. The business consumers can create and manage various purposes that are available for end users to select in an appointment journey. The application currently supports a two-level hierarchy of purposes and can be extended further.

Purpose questionnaire

The application allows business consumers to define configurable questionnaires for each purpose or enquiry type. When customers request an appointment, they are presented with a questionnaire based on the purpose selected. The answers presented in the questionnaire will be used to identify the context of business transaction. Business users can seamlessly add, remove, or edit questionnaires and set hierarchies. These questionnaires can be reused across purposes.

Team and skill management

Business teams and staff have different skills and expertise useful in different scenarios. Customers may have enquiries that demand multiple skills from multiple teams. Using Areteans Meet, one can define new skills and skill ranges to manage team profiles.

Roster management

Effective roster management is one of the key features of Areteans Meet. One can ensure the availability of team members to accept customer appointments. It also supports channel and location preferences. It also helps you to schedule absences of team members. Bulk roster generation for team members is possible.

Appointment booking

Areteans Meet enables your customers and staff to schedule and manage new appointments. All meeting participants are sent calendar invites and appointment reminders. Your staff can schedule follow-up meetings as well. The appointment booking journey has been designed to be domain agnostic and extendable to accommodate domain/ industry specific routing mechanisms, escalation path and so on.

Slot generation engine

The slot generation engine automatically generates a list of available appointment slots in real time based on your customer preferences during an appointment booking. Appointment slots are generated referring to rosters for skills availability. The engine utilizes not just the staff availability from rosters but also their current allocations to other appointments to create appointment slots. Areteans Meet also supports buffers in an appointment duration to enable staff members to prepare for and to wrap up tasks pre- and post-appointments respectively.

Scheduling engine

The scheduling engine automatically reserves and releases slots when the appointment is scheduled or cancelled. The appointment slots of the roster are also managed accordingly. The updated schedule is sent to participants of the meeting according to the updated schedule.

Reporting

Areteans Meet provides comprehensive reports to track all appointments created and managed by the system. An appointment summary relevant to every scheduled appointment is available for easy viewing. Reports for scheduled appointments for a given date range, including customer details, staff information, appointment summary, and interaction channels, are generated automatically with a single click.

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How can Areteans Meet help you with scheduling appointments with your customers?

Areteans Meet not only unifies the bespoke excel sheets and calendars based rostering process, but it also leverages those rosters to weave a real time availability fabric to schedule appointments. This application eases the workload of manual client appointment management. It can run on Pega platform as an independent application as well as with strategic Pega applications like Pega customer service.

Why do you need Areteans Meet for your organisation?

Customer meetings are essential for a successful business. When multiple departments are involved, scheduling appointments and organising effective meetings become cumbersome. Areteans Meet makes it easy for your organisation to streamline the customer appointment booking process and enables multiple departments to view the efficiency of the business transaction.

It greatly helps in improving customer service. Our tool vastly helps you improve workplace efficiency by automating the administrative process. No need to manually manage various staff/ employee calendars and scan through them to find their availability. Areteans Meet ensures that every client who deserves your business attention doesn’t have to deal with the aftermath of incorrect scheduling or overlapping schedules.

Following are the reasons why you need to choose Areteans Meet:

  • It is a lightweight plug-n-play Pega application to schedule appointments and manage rostering.
  • It has a built-in resource management framework for efficient use of your administrative resources.
  • It works alongside existing Pega applications such as Customer Service and Sales Force Automation.
  • It is relevant across multiple industries such as Banking, Insurance, Government and more.
  • It is a reusable component for many of our GTM accelerators.

Insights

Testimonials

Excel and emails don’t make it easy for you to keep tabs on business operations. They also limit your productivity while increasing cost and effort. 

John Doe

Codetic

“Areteans stepped in at the right time when we needed to upgrade our technology and process infrastructure. The team worked seamlessly with us to deploy robust technology and build a unified portal to manage our operations, even in the difficult times of the pandemic.”

Parthasarathi Chakraborty 
Vice President, ITGI

Excel and emails don’t make it easy for you to keep tabs on business operations. They also limit your productivity while increasing cost and effort. 

John Doe

Codetic

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Areteans meet is an integrated Pega application that enables your organisation to meet with your clients via scheduled appointments to manage hassle-free business transactions. It is useful across multiple service industries where client meetings become vital in running business operations successfully.

Reach out to [email protected] to know more.

 

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