The workflow management and analytics tool for back office and operations teams. Cut costs, reduce risks, increase productivity and improve customer service by optimising internal communication
Achieve 100% Execution
Guarantee follow-ups and ensure nothing is missed by tracking every email and task to completion. Dramatically improve service levels with real-time allocation of type, ownership, category and due date of tasks and direct reporting of metrics and data.
Reduce Operational Risk
Reduce operational risk by removing the possibility of missing any emails. Tracking and tracing records decision-making processes and generates ‘transactional memory’ for audit and learning purposes. Quantify and keep internal discussions internal while preventing the risk of a data breach.
SAVE employee time
Reduce turnaround times with clear task allocation and performance management. Analytics reduce email volumes by eliminating unnecessary system-generated emails and identifying root causes of chaser emails.
How we did it
Set Deadlines
Set a due date on your Requests to ensure you’re meeting your SLAs. Requests with due dates in the future are kept out of your way to let you focus on the task at hand.
Reporting Dashboard
In-depth analytics to monitor performance and KPI’s. Use our expert functionality to perform deeper analysis of trends, forecasts and performance.
Take Ownership
Track responsibility for requests, monitor performance and reallocate tasks where necessary to ensure client satisfaction.
Archive Everything
Nothing is deleted. Completed items are archived for future reference and infinitely searchable.
Stay Compliant
Email streams are associated to a single Request so all the information is in one place. No digging through endless email folders.
No more CC
Following a Request allows you stay to in the loop when your attention is required, without filling your inbox with endless chains of CC’d emails.
Collaborate
Add comments and attachments that are only visible within your organisation. Discuss case notes and collaborate on documents, all within the context of a Request.
Notifications, not noise
Send a Notice to a group and track your team as they read them to communicate effectively without the noise of endless ‘Reply All’ chains.
Bundle Attachments
All attachments associated with a Request are visible in one place. No need to hunt around, you can easily download or forward on any attachment received in the course of the conversation.
