Pekao Faktoring Improves Documentation Management with Infinite Workflow

Pekao Faktoring Sp. z o.o. is a market leader in factoring services in Poland, known for its customized solutions tailored to the needs of entrepreneurs and corporations. As a founding member of the Polish Factors Association, Pekao sets industry standards for factoring best practices and service quality.

The Challenge: Complex HR & Sales Monitoring Processes

As Pekao Faktoring grew, the increasing volume of factoring documents and sales processes created significant challenges:
🔹 Time-consuming sales procedures – Handling factoring offers, requests, and contract approvals required extensive manual processing.
🔹 Lack of structured documentation management – Factoring documentation needed better organization within customer files.
🔹 Limited reporting & tracking – Executives lacked real-time insights into factoring service performance.

To maintain its high service standards and improve efficiency, Pekao needed a digital workflow automation system.

The Solution: Infinite Workflow for Sales & Documentation Management

To address these issues, Pekao Faktoring partnered with Infinite IT Solutions to implement Infinite Workflow, a system designed to automate factoring sales processes and document handling.

✔ Automated sales workflows – Managing the entire factoring lifecycle, from offer submission to contract approval.
✔ Structured digital documentation – Organizing factoring requests, forms, and contracts in a centralized system.
✔ Real-time process tracking – Enabling employees to know exactly where each customer document is in the workflow.
✔ Advanced reporting & analytics – Providing executives with insights into the quality of after-sales factoring services.

The new system significantly improved speed, accuracy, and accessibility in handling factoring requests and decisions.

The Results: Faster, More Transparent Factoring Services

✅ Well-organized documentation records – All factoring-related documents stored and easily accessible in one place.
✅ Faster factoring decision-making – Automated approval workflows reduced processing time.
✅ Improved process transparency – Employees at all levels can track factoring requests and contract statuses in real time.
✅ Enhanced accountability & reporting – Built-in monitoring tools help executives assess service quality and efficiency.