The system brings together the day to day workflow, support documents, active notes, event case management, planning and all the resource based time and effort recording into a single integrated system that is made available to the people inside and outside of your enterprise, such as customers, field staff, customer service, sales, finance, operations, and external service providers.
Your resources and relationships are provided with a contributive and shared library with which to draw and contribute, present new activities and deliverables, publish finished product and manage their overall efforts.
Scoped at the enterprise contact level and open ended for your management and resources, the system provides a portal view that understands the many tiers of the relationship structure. Nuances of specific relationships can be easily accommodated while maintaining central value to the organization.
Cases/Events appear as posted with status and time stamp, organized within a division/location and project structure at the top enterprise level and repeated under the customer or third party scope creating a symmetrical and consistent environment for all users and overall reporting purposes. Management and status reporting is provided via simple post and forward notation as a way to review current items and submit new instructions, directions, corrections and relevant supportive materials in the same interface used by your enterprise team resources or peers.
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