Automatic FPOC/SPOC Assignment 

Introduction 

Finance Point of Contact (FPOC) and Sales Point of Contact (SPOC) are key roles assigned to manage merchant-customer interactions. Traditionally, these assignments were handled manually, based on factors such as region and specific customer needs. However, now Chargebee Receivables has an automated system for assigning FPOC and SPOC.

This document outlines the problem statement and presents our solution approach. Our goal is to provide a swift, efficient implementation initially, leading to a comprehensive, fully-developed feature in the near future.

Problem Statement 

Merchants utilizing Chargebee Receivables need to assign the Sales Point of Contact (SPOC) and Finance Point of Contact (FPOC) to their end customers based on their collection processes. This assignment is required for every new customer onboarded, making it a daily, labour-intensive task for many merchants. Common issues with the current manual assignment process include:

1. Time-Consuming Effort: The large customer base necessitates significant manual effort to assign FPOC and SPOC.
2. Tracking Challenges: Continuous onboarding of new customers makes it difficult to efficiently track and assign FPOC and SPOC.
3. Risk of Overlooked Customers: There is a high likelihood that some customers may be overlooked in the collection process, leading to missed collection attempts and dunning activities.

Solution 

Automating the FPOC and SPOC assignment process is essential to streamline operations and improve efficiency. The solution is designed with the following key features and expectations:

1. Automated Assignment: FPOC and SPOC assignments will be automated. For instance, a customer from a specific country will be assigned a designated FPOC automatically as soon as they are added to receivables.
2. Flexibility in Management: There will be provisions to change or remove the assigned FPOC or SPOC as needed, ensuring flexibility and adaptability to changing requirements.
3. Customizable Criteria: The criteria for assigning SPOC and FPOC can be customized to meet specific needs, allowing for tailored assignments based on various factors.

Factors responsible for assigning an FPOC and SPOC 

This table lists the factors based on which you can assign an FPOC and SPOC to a customer or group of customers:

Initial Phase of the Proposed Solution 

To meet the proposed solution and the specific needs of merchants, the initial phase will focus on developing a backend service that configures one rule each for FPOC and SPOC assignment, tailored for Brevo (merchant).

• FPOC Assignment: Based on the country.
• SPOC Assignment: Based on a custom field (for Brevo, this custom field is Client CSM).

From the outset, the system can be scalable to a full-fledged feature with UI elements and self-serve options.