Updated 13/01/2021 What does workflow mean? You have probably come across the term ‘workflow’ and wondered what it means, and how is it important to my business. A ‘workflow’ is very simply a set of steps that go together to carry out a specific task, or process, i.e. work. Do you have a workflow? Depending…
Updated 06/01/2021 Automating the processes, that make up your workflow, is a great way to boost productivity, facilitate growth and focus your energy on providing excellent services. Real-time Monitoring Keep a close eye on the work streams you need to monitor carefully with custom task listings, e.g. an important new client or staff under review….
Updated 30/12/2020 Keeping your tasks in a manageable, doable, prioritised and SLA-monitored list can help you to focus on the work you need to do, so, that you are your most productive. If you need accurate and well-designed Workflow Prioritisation, get in touch with us today.
Updated 23/12/2020 Automation and ‘robots’ are becoming high-profile subject matter across recent news stories and political commentary. Fear over automation leading to ‘robots’ taking over professional work, in the same way as the industrial and digital revolutions affected manual workers, is rife in the column inches of our news outlets. Are we headed for mass…
Updated 23/12/2020 Following on from last week’s blog on the subject, we look at five additional ways in which automation can improve your productivity. 6) Cut forms down to size When gathering data required there can be a mass of redundant information, which through training of staff can be omitted. However, this means only a…
Updated 16/12/2020 Creating a template When creating your own tasks using the workflow builder, one of the options available is to have emails automatically sent out when a task reached a specific status, however, this requires you to have created your own email template. To access your email templates click on admin in the left-hand…
Updated 09/12/2020 Maintaining a good relationship with your customers allows you to be more profitable, with it being much harder to gain a new customer than retain an existing client. Keep track of your leads as they progress from initial contact to a valued client. Know your clients in depth, with custom profile questions and…
Updated 02/12/2020 For many SMEs, tracking paperwork, delayed response times and getting tangled in a thread of emails has become the norm when it comes to managing their approval process. Remedy this with an intelligent approval management system , fit for all your business needs. SwiftCase increases efficiency and streamlines your approval process by implementing…
Updated 25/11/2020 Giving your clients access to the information you hold about them promotes self-service, communication, collaboration and integration of business processes. It saves you time spent on relaying information from your system to your clients via email, phone call or meetings, letting you focus on your responsibilities. If you’re interested in a free, no-obligation…
Updated 18/11/2020 SMS or text messaging is a communication method that has some great potential benefits for business use. Although it has been around a long time, (the first message was sent in 1992, saying “Merry Christmas”), and many other, more advanced, communication methods exist, it is still a powerful tool that has some major…
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