Department Solutions

 

Accouting/ CPA’s

Integrated Document Management addresses the immediate market demand for CPAs and Accountants that require a solution that facilitates regulatory compliancy, meets security requirements, enables email archival, and delivers measurable productivity improvements.

Customer Service Departments

Improved customer service levels can be achieved by keeping scanned copies of correspondence coordinated with a telephone note database. All forms of customer contact and communication can then be logged and customer service teams can coordinate their response from a single information resource.

When a customer makes a call the customer service centre operative can have instant access to all correspondence on-screen and records can even be called up instantly by using caller ID telephone functions or a customer telephone keyed account number.

Utilising a system such as this can increase call handling rates thereby making better use of existing call centre staff. Customer calls can also be resolved during a single call as documentation does not need to be referred to away from the desk.

From a customer viewpoint it reduces waiting time, gives a more efficient service and cuts your outgoing 'I will call you back when I have the document' call costs.

Human Resources

Capture and maintain all applicant information in centralized, secure eFolders. With all relevant documents, such as resumes, references and referral letters just a click away, routing candidate information to the hiring team is quick and easy. A streamlined hiring process lets you more quickly identify best-fit candidates and extend an offer.

Single-click retrieval lets authorized staff instantly view any digitized employee benefits paperwork, including flex plan claims, W-4 forms, 401(k) elections and insurance updates to quickly resolve inquiries

Create a secure electronic repository for all personnel records to ensure compliance with confidentiality requirements. Quickly and easily retrieve images of signed documents, accident reports, employee handbooks and policy manuals