Configuration, Customisation and Consultancy

As much help as you need, whenever you need it

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.

Requirements Specification
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.

IT Scoping
We can look at your IT infrastructure and recommend improvements or additions (e.g disaster recovery or business continuity).

Integration Services
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.  

IT Security
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.

Why Workpro

10 reasons why Workpro will help your business

Put things right & restore goodwill

Everyone understands, things go wrong sometimes; it is how an issue is then handled that matters. Workpro delivers a clear, fair workflow process that reduces frustration and increases trust to prevent customers from simply walking away.

Learn from issues & improve

Those pesky issues are actually an asset! Workpro is a valuable source of customer intelligence. Trend and root cause analysis helps you to nip issues in the bud, spot any recurring problems and identify business improvements.

Keep better track of casework

Scared of dropping the ball? Everything to do with a case - all activity, correspondence and documentation - is safely stored and managed in Workpro. Alerts and prompts keep things right, ensuring nothing is missed and deadlines are met.

Reduce your costs, increase profits

Time costs money so early resolution is vital. Workpro helps you quickly deal with simple issues, while priority casework is escalated. Workpro is designed to streamline the case handling process, removing duplication and reducing the admin burden.

Improve productivity - uphold service

Workpro's workload management tools ensure everyone knows exactly what needs to be done, when & by whom. Workpro increases case throughput & improves response times, helping busy teams to stay on top of their caseload & add more value.

Be more efficient - do more with less

Increasing case volumes and complexity, combined with static or reduced manpower, is a common headache. Workpro's performance monitoring tools help managers to better assign squeezed resources, while monitoring outcomes.

Reduce risk & prove compliance

Workpro reduces your risk of fines or litigation by ensuring agreed, best practice procedure is always followed. The full story of a case is captured, including a chronological audit trail, providing transparency, accountability - and peace of mind.

Prove your team's value

Workpro provides all the management information you need, to assess effectiveness and efficiency. Dashboards, drill through reports, scheduled or adhoc reporting - Workpro's reporting tools are as simple or as sophisticated as you need them to be.

Ensure communications are top notch

Professional correspondence is essential to good service. Workpro includes standardised document & email templates for consistency and quality, and all communication happens from with the system for convenience and speed.

Protect sensitive data

Workpro security features ensure sensitive data does not get into the wrong hands. Company data retention policies can be built in, to comply with data protection rules.