Software
Compatible With:
 
|
 |
New Account On-Boarding Workflow Module
 ECM Toolbox's New Account On-Boarding Workflow (NAOW) module increases operational efficiencies, provides control over your process and records, and saves you money.
The NAOW module is a powerful web-based workflow solution, leveraging feature-rich (1) EMC ApplicationXtender (AX) document management software, (2) Digitech Systems PaperVision document management software, or (3) ImageSilo cloud document management software and ECM Toolbox's Workflow solution.
NAOW Features & Benefits:
Features |
Benefits |
- Task routing based on diverse business rules
|
- Assigns an account risk rating
- Establishes document types per account
- Provides "forced" supervisor percentage review based on the processing associate's level of experience or type of account
|
|
|
- Standardizes account risk measurement and error tracking
|
|
|
- Automatically identifies issues for accounts and their documents
|
|
|
- Allows for one-off request for assistance and/or review
|
|
|
- Captured as reports and also as a document in AX, PaperVision, & ImageSilo for each account
|
|
|
- Allows business owners to easily modify workflows without IT assistance:
- Modify data capture templates
- Change supervisor review percentage
- Add or delete required documents for specific account types
|
|
|
- Provides details about productivity levels
- Measures the supervisor review process
- Tracks errors per branch
- Provides extensive details based on the information available from the data capture templates
|
- Immediate account status tracking
|
- Automatically updates the "status" index inside AX, PaperVision, & ImageSilo as the workflow task moves through the review process
|
Contact us for a quote and ask us about a NAOW demo
|
