WORK-FLOW AUTOMATION

Automation of daily workflows using auto responders are being increasingly used by Corporate businesses over recent years. Setting up these processes can take a great deal of time to perfect but once done are an invaluable tool for you to free up your time to work on more important things. CommSafe takes a non-intrusive approach by augmenting your current practices and thereby avoiding IT and other blocks to process improvement.

eConnect Digital provides local phone and personal support to assist in setting up these tasks. (cyclic and adhoc workflows are supported by CommSafe). We also conduct Master Classes on each of the applications to help you make the most of the functionality. If the workflow needed doesn’t exist we can readily develop it. Even the smallest business can look like a Corporate if their systems are set up correctly.

Service Managment
Some examples of Workflow Automation:
  • Quotes and Agreements
  • Use the CommSafe Doc Hub to hold the document template, and then set up the work flow to do anything the operational/fulfilment process needs. Send an email to your customer that the document is being completed and that the signature will be electronic. Give them a choice to submit a request for a physical agreement
  • Send the document out for signature and set up an auto responder to email again in 24 hours if it has not been signed (or opt to a Print and Mail). Notify your customer services department to follow up if it is still not back in 48 hours. (SMS, email, CommSafe Task Queues)
  • Once the document is signed send a thank you email back to your customer with a notice that they will receive a copy back by email and offer them a request to receive a printed copy. If they select the printed copy option the submit button for Print Copy send the request to the mailroom to print and post.
  • Automate the resources that will receive the signed agreement i.e.: sales and contract management. Can be multi-layer with pass forward steps. (e.g. Sales to Contract to Despatch)
  • And finally determine the destination folder that you want to document to be stored in your Commsafe Doc Hub.
  • Once the work flow is set up and working you just need to execute the work flow and the steps above will happen automatically.
  • The same process can be used for any reoccurring task in your business.
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