There are a number of processes in the life of a company which the staff perform on a daily basis. They include, for example, leads management, making offers and the contracting process. Providing software support for such daily tasks has several advantages. By planning their processes, i.e. identifying process steps, designating staff members responsible for them and setting deadlines, companies can standardise the ways how regular tasks are performed. The administrators’ workload can be reduced by integrating automatic steps and decisions.
The description of administration processes makes case management well defined.
With administrators assigned to each process step, it is always clear who is to be managing the case at any given time.
Delays can be prevented through deadline and escalation branch management.
Several activities can be optimised using automatic steps, automatically evaluated conditions and workflow instructions, which also reduces administrator workload.