Background
The microfinance organization wanted to increase business penetration in rural areas and get complete visibility into its field force operations. The company leveraged Dista’s platform for automated scheduling and faster loan disbursal.
Challenges
The organization was looking for a way to manage and track field agents who disburse loans and follow a weekly collection cycle. Lack of a system to streamline and monitor their work resulted in smaller reporting spans. The main challenge was to automate their daily workflow and improve productivity.
Solution
- Real-time location tracking of field agents offered deeper visibility into their daily tasks
- Automated beat planning and scheduling helped improve the number of daily visits
- Digitized the document collection process to reduce paperwork and speed up loan disbursal
- Improved daily reporting
Highlights
- Real-time visibility of the field agents
- Improved productivity and performance
- Provided geofencing alerts to supervisors
- Helped to identify deviations in route
- Accuracy in recording the daily distance traveled
Value delivered
- Over 7,000 field agents managed
- Supervisor dashboard for seamless monitoring
- Tracking of daily distance traveled and daily expenses
- Scalable growth with faster disbursals and timely collections
