Workpro Process Overview

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The Process

Record Issue

Record Issue

Data entry tools support fast, accurate case capture. Workpro supports multiple input channels from web and email, to letter or phone. Categorisation and validation features ensure all necessary information is recorded.

Progress

Progress

Agreed workflow guides staff. Document management features support quality communications. Workload management tools, including alerts and reminders, keep everything on track.

Monitor

Monitor

Dashboards and case tracking views ensure KPIs are adherred to and nothing falls through the cracks. Cases and tasks can be assigned and re-assigned as appropriate.

Resolve

Resolve

Process prompts assist decision making. Cases can be linked, flagged as precedents or escalated as necessary. Resolution outcomes are recorded and categorised for future analysis.

Report

Report

Workpro accumulates a vast store of case data, all available for search and analysis. Ad-hoc and automatic reports provide robust management information and regulatory data.

Learn

Learn

Trend and root cause analysis highlight recurring issues, common requests or process failures providing invaluable business insights.

Improve

Improve

Not just recording but learning from cases leads to business improvements; customer retention, employee satisfaction, compliance, cost of service.