Send ad-hoc and bulk mail items to us via our hybrid mail system Apply digital letterheads & inserts on-the-fly Apply barcode intelligence for tracking & tracing Intelligently route to digital & traditional channels Eliminate data breaches Reduce costs Free up office…
Sales Order Processing
Multi-channel capture of sales order information Link sales order to associated documents (e.g.quotes, specifications) from CRM, MS Teams etc. Automate info validation and orchestrate actions Automate PO creation, distribution & system updates Reduce cost of sale Streamline sign-off and reduce bottlenecks…
Know Your Customer
Multi-channel capture of ID and related info Quickly & accurately authenticate identity data Rules-based workflows to help ensure consistency Create and maintain an audit trail Reduce processing time and costs Eliminate paper storage Free up office space Enable remote working Improve…
Customer Onboarding
Automate the creation and sending of onboarding forms & documents, including eSignature requests Identify onboarding documents upon receipt Capture key information to assist evaluation Automatically identify & request missing info Reduce onboarding time & costs Eliminate paper storage Free up…
Customer Comms
Ad-hoc, bulk or system generated communication Automated document composition Mutli-channel delivery by customer preference Closed loop capture with inbound communications Create and maintain an audit trail Eliminate paper storage costs Store information securely Find the information you need quickly & easily…
Legacy Archive
Asset tracking of boxes in transit and processing
Scan at our office or yours
Advanced automated classification and capture
Innovative pricing to realise savings immediately
Host documents and data in a secure EDMS
Contract Management
Use standardised filing criteria to store contracts
Search contracts by both filing criteria & content
Link contracts to associated documents (e.g. quotes, PO’s) from CRM, MS Teams etc.
Automate alerts for necessary actions & reviews
Contract Review
Capture key contract information (paper & digital)
Assign tasks according to dynamic rules
Easily track the status of a contract
Add notes & comments without changing the original to make decisions comprehensible
Hybrid Mail
Send ad-hoc and bulk mail items to us via our hybrid mail system Apply digital letterheads & inserts on-the-fly Apply barcode intelligence for tracking & tracing Intelligently route to digital & traditional channels Eliminate data breaches Reduce costs Free up office…
Contract Digitisation
Contract Digitisation Scan paper contracts into a digital PDF format Capture and key information, values and dates Make content searchable Store in a Document Management System Automate notifications for renewals tasks Eliminate paper storage costs Store information securely Find the information…