Workflow & case management

A modern case management solution allows a company to seamlessly collect and organise customer service interactions that happen on any channel. Our case management systems make it easy for your people to track each case to resolution with a complete view of all the information they need to complete their work.

Using our technology, you can process claims and other customer-facing activities in a single platform, helping your people to manage cases more effectively and make better business decisions.

Key benefits

• Increased user productivity, freeing up your people
• Automated case routing and personalised self-service leading to quicker resolutions
• End-to-end monitoring and transparency in a single dashboard

Start new client relationships off on the right foot. Our client onboarding solution combines our workflow capabilities with intelligent document management so both you and the client can get to work faster.

From eSignature gathering to centralised document storage, our accelerated client onboarding process will remind clients why they made the right choice with your business.

Key benefits

• Automated onboarding to accelerate time-to-value
• Secure collection and storage of sensitive client assets
• A better overall customer experience

Intelligent Document Processing (IDP) applies artificial intelligence and machine learning techniques to process structured, semi-structured, and unstructured documents. It can read and process content in documents like a human, eliminating the need for manual entry and associated errors.

IDP is scalable and can be trained to process one document type (for example: invoices) or it can be trained to ingest 100 different document types (invoices, claims, bank statement, onboarding, receipt, etc.) and process thousands of documents per minute.

Key benefits

• Skilled reading and data extraction saving employee time
• Line-item data verification reducing data entry errors
• Scalability

Centralise postal mail, email, fax and other communications into a single digital location regardless of physical location.

Our digital mailroom solution uses intelligent automation to route communications to the appropriate individuals and departments. No more emails getting lost in individuals’ mailboxes.

Key benefits

• Digital records of physical mail assets
• Consolidated communication histories for clients and vendors
• Faster routing of internal communications

Get new hires onboarded and up to speed faster, while fully equipping them to succeed in their roles. Our employee onboarding solution creates efficient HR workflows that can be customised for any employee role.

Automate hiring and onboarding to reduce the burden on your HR department, and ensure contracts are signed and necessary training completed through end-to-end monitoring. Set up today’s new employees for long-term success.

Key benefits

• Speed up the onboarding process through automated workflows
• Starts new hires off on the right foot during the critical orientation phase
• Reduce costs for your HR team by automating repetitive tasks

Make invoice processing less stressful. Our intelligent automation solutions streamline accounting processes for our clients. Our solutions speed up the entire accounts payable and receivable lifecycle and reduce potential for human errors.

From data validation, invoice matching and vendor queries, you can set up custom business rules to simplify supplier payments. Easily send and track invoices and spend less time chasing overdue payments. Further efficiencies are unlocked through automated integrations with your sales processing systems and CRM.

Key benefits

• Improved efficiency and accuracy of invoice processing
• Tighter control of your debtor book and quicker collections
• Discounts via early supplier payment
• Self service potential for your customers and suppliers

From compliance requirements to internal business standards, we help document and manage your company’s policies and procedures over time.

Document and retrieve policy memos and other communications to build a comprehensive view of how your company policies have evolved over time. 

Key benefits

• Quickly update company policies and push announcements to all of your people
• Collect and track employee acknowledgements
• Automatically route noncompliance issues for review

Simplify timesheet submissions for your employees—and streamline reviews and approvals for your payroll department. Timesheet automation eliminates manual data entry as a daily task for your people.

Our time sheet solution facilitates faster processing times and reduces the workload for your payroll department.

Key benefits

• Eliminated manual data entry for every employee
• Faster payroll processing
• Reduced potential for under/over payment of employees

Automate the entire procurement lifecycle. Our P2P automation suite eliminates manual data entry while streamlining even the most complex transactions.

Our integrated platform makes it easy to assign roles and set approval limits down to the employee level. Create customisable business rules to facilitate faster approvals and better decision-making. 

Key benefits

• Improved transparency, accountability, and accuracy
• Better procurement data to inform financial planning
• Accelerated approval processes

Enhance your customer experience through automated, data-driven customer communications management. Our solutions make it easy for your people to personalise customer engagement across multiple channels including letter, email, SMS, social messaging, and more.

Accelerate the process of capturing and processing sales orders, ensuring a seamless experience for your team and customers alike. This allows your team to focus on what they do best—closing deals and driving revenue.

By automating sales orders, you not only reduce the administrative burden on your sales team but also expedite the entire sales cycle. Contracts are swiftly generated and signed, and necessary documentation is effortlessly tracked and completed. This enables your sales representatives to spend more time engaging with clients and prospects, while our solution handles the time-consuming aspects of order management.

Key benefits

• Speed up the sales ordering process through automated workflows
• Provide a more seamless experience for your customers
• Reduce costs for your sales team by automating repetitive tasks
  
  

Whether you're dealing with complex forms, diverse application types, or a high volume of submissions, our solutions are tailored to enhance efficiency and accuracy. Free up valuable resources within your team and ensure a seamless application process for your end users.

Our solutions use the latest automation technologies to process applications with speed and precision and route this information to application handlers for processing.

Key benefits:

• Quicker application processing for end users
• Reduced likelihood of errors
• End to end visibility across the entire application process

From complex insurance cases to financial disputes, our claims processing solutions empower your team to focus on what matters. By automating your claims handling process, we can help you to more easily process and validate claims, ensure rapid case resolutions and minimize errors.

Our solutions use the latest data capture and workflow technologies to automate the extraction of information from documents, images and other physical assets with speed and precision and then route this information to claim handlers for processing