Consider Solutions

There are major challenges in improving, streamlining and better controlling the professional work processes in organisations that cannot be automated with transactional systems. These processes require analysis, decisions, approvals, judgement, teamwork and visibility of the work product throughout the cycle as well as auditability after the fact. In these processes time is typically lost due to lack of visibility of the latest work contribution delivered by colleagues, the challenge of email as a priority communication mechanism and the lack of controlled development of key documents and other work products.

Typically these processes are heavily dependent on (and constrained!) by email, documents, spreadsheets etc and organizations struggle to maintain a ‘single version of the truth’. These are often regarded from an IT perspective as workflow, BPM or document management requirements. Some examples include;

Client Information Management – the controlled capture, management , workflow and web access for all information and documentation relating to client commitments, presentations, client engagement materials, contracts, approvals, communication et al. Complementary to classic CRM/SFA systems, we often integrate these ‘collaborative process elements’ with the more structured, transactional systems widely implemented in organizations today.

Marketing - the controlled capture, management, workflow, validation, access, ageing and archival of all information and documentation relating to marketing communications or product management including plans, designs, collateral, presentations and other work-in-progress or authorized materials, communication et al. Complementary to classic CRM/SFA systems, we often integrate these ‘collaborative process elements’ with the more structured, transactional systems widely implemented in organizations today.

Compliance & Risk - the controlled capture, management, workflow, validation, ageing, archival and web access, ageing and archival for all information and documentation relating to risk matters, controls, controlled items, compliance,  approvals, communication et al. Complementary to classic CRM/SFA systems, we often integrate these ‘collaborative process elements’ with the more structured, transactional systems widely implemented in organizations today.