Having provided complaint management solutions for over a decade, our friendly team really know their stuff. We provide a range of services to support your business.
Workpro is pre-configured with 3 stage workflow, so for simpler more straightforward requirements it is ready to use "out of the box". Typically though clients prefer some degree of customisation, depending on their needs and budget. Workpro is a highly customisable, flexible product and our experienced team of consultants can tailor your solution to your exact requirements:
Standard Onboarding Service
The hosted version of Workpro includes: setup of basic templates, look up lists and basic reporting. Two case types and three-stage workflow are also included as standard. Workpro for Financial Services includes FCA reporting.
Together we can establish requirements and ensure fitness of purpose of your case management solution to your business needs.
Business Process Modelling
We help to work out your key performance indicators and the precise Workpro configuration required to meet your needs.
We can look at your IT infrastructure and recommend improvements or additions (e.g disaster recovery or business continuity).
We look at the integration of Workpro into the existing IT infrastructure, and what hardware and software is required. Typical integration requirements include existing or new CRM, webforms, scanning and printing solutions, as well as accounting, invoicing and job costing systems.
Data Sharing Frameworks
You may need to conduct joint investigations with other organisations. Our consultants can help you to draw up a data sharing framework, to define what information is to be released, when.
We are familiar working with secure data and the need to protect client confidential information. Our IT Security consultants can advise on the security aspects of your case management solution.