Search Results
View customer attributes and acct info in one form
Business Problem — It is time-consuming to navigate between applications and forms to view customer information across the Customer Master and Accounts Receivable. There is also customer and account information that is not relevant to users that is distracting and consumes valuable real estate on the screen.
Simplify User Profile Entry
Business Problem — To create a new user account users would have to navigate 15 fields when only 4 fields were required for entry.
Simplify Vendor Management Process
Business Problem — Users must track the expiration date of their vendor’s liability insurance in order to ensure that they remain compliant as required by legal regulations. Users want to start working with vendors weeks before the liability insurance expiration date in order to ensure that they are eligible for contract work.
Simplify Sales Order Entry
Business Problem — The Sales Order Header form has numerous fields on multiple tabs, only some of which are needed. Users must tab through unused fields or click around them, plus also click onto other tabs.
Simplify Affordable Care Act Filing Process
Business Problem — A small IT staff and Human Resources organize and coordinate the Affordable Care Act (ACA) filing process annually. It is a stressful time of year and affects IT productivity and efficiency.
Customer Service Representative task and service management
Business Problem — When a customer service representative starts their day and manage several customers, it is difficult to know what to work on first. Users can manually inquire across different applications to see the status of various customer activities, but this process is error prone and time consuming.