Simulation Details

NextGen Solutions is a mid-sized SaaS company specializing in enterprise software for logistics clients. While the company has experienced significant growth, increasing annual revenue to $12 million, its operational inefficiencies have become more apparent. The Accounts Payable department is particularly affected, relying on manual invoice reconciliation processes that consume 15 hours per week and cost the company $25,000-$27,000 annually. These inefficiencies have led to frequent errors, strained vendor relationships, and low team morale. Despite the company’s success in other areas, such as introducing a shipment tracking dashboard that improved delivery transparency, the Accounts Payable team remains cautious about adopting new technology due to two recent failed initiatives. Addressing these bottlenecks is critical for maintaining the company’s competitive edge and restoring confidence in its ability to implement scalable solutions.

You will step into the role of a proactive Business Analyst at NextGen Solutions. Your task is to persuade Lisa Chen, the cautious Accounts Payable Manager, to approve a pilot project for automating manual invoice reconciliation tasks. Lisa’s hesitancy stems from her experience with two failed tech initiatives that caused integration issues, increased workloads, and damaged vendor trust. To succeed, you must present a compelling case that highlights the pilot’s financial and operational benefits, such as cost savings, error reduction, and improved team satisfaction. Additionally, you need to address Lisa’s concerns empathetically, positioning the pilot as a safe, reversible experiment with measurable outcomes. Your ability to build trust and align the pilot with NextGen Solutions’ strategic goals will be key to securing her approval.

– Engage in a one-on-one conversation with Lisa Chen to present the financial and operational benefits of the automation pilot.
– Address Lisa’s concerns about risks and optics by emphasizing the pilot’s low-risk, reversible nature and measurable outcomes.
– Build trust by demonstrating empathy and understanding of Lisa’s cautious approach.
– Successfully secure Lisa’s approval for the pilot project through persuasive communication and strategic alignment with company goals.

Team

Who you will work with in this Simulation
Your team is 100% generated by AI – you will not interact with real people and no human will read your conversation.

Alex
Business Analyst

Lisa Chen
Accounts Payable Manager

Organization

A mid-sized SaaS company specializing in enterprise software tailored for logistics clients.