Workflow Improvements
The Process
Examination
First, we check out your systems and look for repetition in the way you do things.
Suggestions
Then, we help you determine which tasks can be put into workflows.
Solutions
Finally, we implement the most suitable software to help you manage your workflows. In addition, we optimize existing software to oversee new processes.
The Benefits
Creating a workflow eliminates room for error, ensuring maximum productivity in all systems and processes. In addition, by making the tasks automatic, you’ll be saving a tremendous amount of time.
Let’s get the work flowing…and the cash streaming in!
The Results
You go from this:
To this!
Customer chooses package and platform completes intake
System prompts customer for all information. This stage covers all the steps formerly taken by multiple people in multiple actions.
Backstage system activates
and validates info
A. Checks if the customer is in the system.
B. Validates the customer information/enters the new customer information into the database
C. Checks if the resources are available.
Customer Sales Rep
approves order
One-step approval of all info that had been gathered automatically.
Backstage system
completes order
Automatically notifies the customer and pushes the order to fulfillment
Customer chooses package and platform completes intake
System prompts customer for all information. This stage covers all the steps formerly taken by multiple people in multiple actions.
Backstage system activates and validates info
A. Checks if the customer is in the system.
B. Validates the customer information/enters the new customer information into the database
C. Checks if the resources are available.
Customer Sales Rep approves order
One-step approval of all info that had been gathered automatically.
Backstage system completes order
Automatically notifies the customer and pushes the order to fulfillment