Custom Technical Assistance Scheduling System for Superior

Industry

Technology

Challenge

Superior needed a system to manage appointments for thousands of end users during bank mergers, track appointments in relation to specific service tickets, allow flexible booking delegation within client organisations, provide secure client access to ticket management, and accommodate complex scheduling across different time zones.

Results

The implementation of the TAC scheduling system enabled Superior to launch a new business unit focused on technology services, transform from a hardware provider to a complete solution provider, create new revenue streams through large-scale conversion programs, and establish itself as a technology leader in the banking sector.

Key Services

Custom Integrations, Solution Architecture, HubSpot Implementation

1,000s

Appointments Booked

New Line of Business

Whatever the challenge we have presented, your skilled team of CRM experts, developers, designers, and project managers have found solutions, automations, and integrations to meet both ours and our client’s needs.

April Levin

VP of TAC Migration Solutions

About Superior

Superior is a leading provider of treasury solutions, offering products such as check scanners, cash counters, and smart safes to banks and end users including retailers, hotels, and restaurants.

The Challenge

Superior, a leading provider of treasury solutions, faced a significant challenge in scheduling technical support appointments during complex bank equipment migrations, such as mergers. They required a system that could manage appointments based on service tickets, dynamically handle the availability of their call centre team, ensure secure access for external bank customers, and accommodate complex scheduling across different time zones.

The Solution

Superior began working with SpotDev in 2018 to automate workflows. By 2020, the need for a more sophisticated scheduling system became evident. SpotDev leveraged HubSpot’s custom objects, workflows, and serverless functions to develop a bespoke scheduling system. This solution included a dynamic scheduling interface linked to service tickets, custom availability management, automated conflict prevention, and a secure portal for bank customers. According to a SpotDev Representative, 'The relationship has grown ever since over the course of the last six years, which has been fantastic to see.'

The Results

The implementation of the TAC scheduling system enabled Superior to launch a new business unit focused on technology services, transforming their business model from hardware reselling to software and service delivery. This shift opened up new revenue streams through large-scale bank conversion programs and positioned Superior as a technology leader in the treasury solutions sector. The solution also drove operational efficiency and enhanced customer satisfaction.