[Business Today｜Trend Report] Hotai Finance Co., Ltd.'s Digital Transformation: Streamlined Business Management with ServiceJDC! Field Agents Optimize Visit Management with Mercuries Data Systems

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【Business Today】

Hotai Finance Co., Ltd. (6592) is a leader in Taiwan’s auto loan industry, specializes in auto loans, consumer financing, and corporate lending. Committed to delivering diversified financial services, the company recently released its 2022 financial report—achieving historic highs in asset holdings, revenue, profitability, and earnings per share. Lin Yan-Liang, the General Manager, emphasized that ongoing enhancements in management practices, digital transformation, and operational efficiency are critical to maintaining strong performance amid business growth and a rapidly expanding workforce.

Lin emphasized that Hotai's digital transformation is all-encompassing. A crucial optimization in sales management involves the implementation of "ServiceJDC," developed by Mercuries Data Systems, a one-stop management service platform that suits various industries, covering attendance, sales, merchandize displaying, maintenance patrol inspections, and more. This platform leads enterprises into the era of efficient mobile offices, enabling all operations on fingertips. Attendance clock in and out, task reporting, form approval, and customer management can all be done across various platforms, with data being synchronized and managed in single center.

According to Lin, Hotai's digital transformation is more than just a slogan; it's a top-down initiative starting with his active involvement in the implementation process. Since the adoption of ServiceJDC in 2020, the management have consistently promoted the migration of sales operations to the cloud. As the company expands into more diversified business areas, improving efficiency in both business development and management has become essential.

Before adopting ServiceJDC, sales managers relied on LINE groups, internal business management systems, and paper sign-in sheets for attendance. Salespeople had to return to the office daily to file the report, hindering remote collaboration efficiency.

With ServiceJDC in place, all interactions, including visits, are recorded and analyzed in the cloud. Sales managers can track the frequency and number of visits for various business targets. For instance, for new business models, business managers can request a set frequency of monthly visits to maintain a strong presence in front of cooperating clients, enhancing understanding and favorability towards Hotai's services.

Lin jokingly described ServiceJDC as a great assistant for managers to understand whether business personnel are "asserting a presence." This is, of course, a humorous remark. In reality, ServiceJDC has been intricately integrated into various department workflows. For instance, in the auto loan sector, teleconference records are synchronized into ServiceJDC. These records will be real-time synchronized for credit review department to access to visit records for each customer case, saving time-consuming paper records and interdepartmental communication processes.

Lin further shared the insight of how ServiceJDC optimize the management outside-in. Currently, all key business initiatives at Hotai, including product specification adjustment notifications and fraud prevention campaigns, are announced through ServiceJDC. Everyday business operations, where business personnel can create tasks, fill out daily report forms, take on-site photos, record needs, and schedule future visits through the ServiceJDC mobile app. On the other hand, business managers can query and pivotally analyze form data through the computer, examining and maintaining personnel's contact records, including total teleconferences and in-person visits. Moreover, performance reports for different sales personnel are automatically customized and sent to managers' inboxes.

Lin believes that digital transformation cannot wait. Therefore, adopting ServiceJDC is more practical than developing an internal management system. He stated that Hotai has considered developing a service similar to ServiceJDC, but the challenges of recruiting a development team and the potentially longer internal communication and development time made it less favorable. Regardless of whether the developed system meets the requirements or if the entire management environment or global situations change upon completion, Lin Yan-Liang finds it more economical and efficient to rely on cloud-based SaaS services like Mercuries Data Systems' ServiceJDC. With the assistance of consultants who understand the usage scenarios, internal usage and integration can be accelerated, making it more economical and efficient.

ServiceJDC provides a comprehensive management solution, covering online attendance, payroll calculations, task assignments, digital form approvals, sales and customer management, mileage calculations, equipment contract management, business analysis, and more. Trusted by over four thousand enterprises, experiences include service introductions in food retail, automation equipment maintenance, machinery and electronics equipment agency, marketing, franchise catering, cleaning services, construction, HVAC engineering, finance and insurance, biotechnology, medical devices, and long-term care. The platform provides enterprises professional one-on-one consulting services to tailor system services to each business, assisting them in achieving digital and mobile operations. ServiceJDC now offers free trial for businesses up to five users. For more information, please visit the ServiceJDC official website.