Teva Pharmaceutical Industries Ltd. is one of the leaders in the global pharmaceutical industry.

The Russian division of the company faced the problem of regularly issuing a large number of opening and closing documents on the company's relationship with retail chains.

In order to prepare documents, it was necessary:

• Manually prepare sales, product layouts and investment plans for promo activities.
• Collect data on the actual execution of contracts
• Calculate the actual investment in sales
• Manually generate both opening and closing documents. 

This is an extremely time-consuming process that not only takes a lot of time, but also leads to a significant amount of human error.

The second problem was the inability to quickly track the planned and actual profitability of contracts with clients. As well as the entire business as a whole, broken down by regions, managers, customer categories, etc.

• The business process that existed in the company is described and improved.
• Particular attention was paid to the exceptions that occurred, which were previously handled manually, and are now standardized.
• Implemented check points and automated tracking of commercial policies.
• Necessary integrations and automatic loading of actual data on sales and calculations configured, as well as automatic calculation of the percentage of completion of the plan and bonuses for retail chains
• Reporting has been set up that allows you to track both the planned and actual profitability of the company in various sections, up to the profitability for each commodity item for each individual contract
• Automatic generation of documents based on templates configured 

• Significantly reduced labor costs for planning and tracking the effectiveness of investments in sales.
• Increased transparency of the process for the company's management.
• The terms for preparing opening documents in the process of negotiation campaign, as well as the terms for preparing closing documents in the process of quarterly closings, have been reduced.
• Reduced human error and strengthened enforcement of company business policies