CDM SOW Series
Banking Rep and Operations – Enhancement Workflow
Overview
This SOW helps Operations and Sales/Client Service Reps track Client Documents and communicate with each other better. Workflow usage is extended to the Sales/Client Service Teams and Reports are provided to track productivity and error rates.
Features
- Tracking and Notification if Records or Data is Missing
- Reports that track Productivity, Document Status, and Error Rates
- Workflow for Screens for Sales/Account Service Reps
- Workflow eliminates the need for Internal Emails
- Automated process to notify Reps that Annual Records need to be updated
Products
- OpenText AppEnhancer (formerly ApplicationXtender
- ECM Toolbox Workflow
- ECM Toolbox Eforms
- Telerik Reports
Download the free datasheet to learn more about how we help our clients process their data quickly and efficiently.
About CDM SOW Series
These SOWs are made available to help you identify even more ways to increase Efficiency, Control process and procedures, and save Money. Only completed SOWs are presented in this Series. So you know that if you also choose to implement – the path has already be implemented and that implementation will be quicker and more cost effective. We hope that you find these SOWs helpful and perhaps they will springboard you to another creative solution.