Today’s hybrid work environment forces organizations to use tools to help simplify collaboration for their team internally and their customers externally. Organizations need to help facilitate remote collaboration like never before to provide a single, centralized area for staff and clients to work together to eliminate miscommunication with disparate messages. Our tool allows you to get things done quickly by automating workflows and eliminating tedious, manual processes. You can also automate those business processes all in one view to see who is making changes to what documents and when they are making the changes. Here is how one of our clients has benefited from this tool.
OVERVIEW: New England Based Insurance Provider
APPROACH: Looking to implement an automated tool that will allow documents and processes to be controlled better internally with employees and published externally with their clients.
BENEFIT: Documents get controlled for internal approval, they are shared and tracked securely. Clients and employees can log in and see all revisions. They also have full visibility of the automated workflow and stage of the document process.
RESULT: The business can streamline its work and interactions with the client allowing them to focus on the job at hand. Overall, customer satisfaction has increased now that information is readily available and accessible to all parties in the transaction.
HOW: Contacted CP Digital Office Solutions
Learn how you can help increase the productivity and efficiency of your employees!
Join us for a webinar on Thursday, April 28, 2022, at 10:00 AM EST to learn more!