Consulting and Professional Services
Your project teams have time-consuming hurdles to overcome. Successful project management is difficult when your team members are:
- Wading through e-mails to find the latest version of key project documents
- Searching shared drives and file cabinets for the last project where you solved a similar problem
- Managing key document approvals for proposals, change orders and budgets
- Bringing new team members up to speed on engagements
- Keeping clients updated on all changes across a complex project
You don't have to wait months or buy expensive solutions to solve your professional services or consulting firm problems. SpringCM's Solution for Professional Services and Consulting Firms is an easy to try, budget friendly, on-demand service. There are never any upgrade fees to pay, hardware to maintain or software to install. And you get up and running in days, not months. At every point in the professional services process — from creating the original proposal through statement of work development; to storing project documentation, managing change orders and collaborating with subcontractors — the SpringCM Professional Services and Consulting Firms Solution can reduce costs, improve client satisfaction and minimize the possibility of errors.
- Improve communications and coordination of geographically distributed teams by creating virtual project folders to consolidate all documents
- Ensure compliance with key processes through automated workflows
- Reduce the time to generate SOWs for your clients by easily leveraging existing documents
- Shorten the time to close proposals by electronically capturing signatures and counter-signatures
- Improve communication and collaboration between sales and implementation teams
- Protect against disasters with a single, fully backed-up electronic repository for all documents
- Capture and reuse key knowledge with full-text search, metadata and optical character recognition (OCR)
- Enforce client confidentiality rules by protecting documents from unauthorized access
- Increase the productivity of fee-earning employees
- Improve client communication and satisfaction by providing electronic access to all project files from any Internet-connected computer
- Generate faster ROI by using an on-demand service to eliminate expensive hardware, software and maintenance fees
- Streamline proposal and SOW creation, even when team members are in different locations
- Easily collaborate with clients by providing them secure access to documents over the Web
- Get around-the-clock access to your important documents, even in cases of natural or human-caused disasters
- Find solutions to client problems quickly by searching through your company's entire document repository while restricting sensitive documents to authorized personnel only
- Notify client teams automatically when new documents and faxes are received
- Automate processes and enforce policies for document review and approval
- Convert material to PDF to protect important documents from being edited after the final form has been approved
- Link appropriate documents to the opportunity records in your CRM system or the project records in your project management system
- Version control ensures that clients and client teams are always looking at the latest and most accurate version of documents
- Full-text search allows your team to effectively reuse previously generated documents
- Electronic signature control helps you easily, quickly and safely record client approvals
- Secure guest access gives your clients visibility into their documents over the Web without opening up the company firewall
- Audit trails track who accessed, opened and edited each document
- Automatic e-mail and fax capture ensures that all communication is stored in one central repository
- Automatic Routing and Approval Workflows ensure that a high-quality work product is presented to clients
Integrating SpringCM with your line-of-business (LOB) systems is a crucial component to your business' document management and process automation solution's success. SpringCM offers a number of ways to integrate your systems from the very basic to the most elegant using our service-oriented architecture (SOA). Basic integrations can be as loosely coupled as using a flat file or as tight as using SpringCM's Web services capabilities for seamless and productive integration with your applications.
"Everyone who's used SpringCM has been struck by how easy it is to use. Simply put, SpringCM has enabled us to compete on a level playing field with much larger organizations and do it cost effectively. It just works for us - what more can I say?"
- Michael Hronchek, FD Capital, LLC
"For our purposes, SpringCM has the best and most comprehensive service I've seen - and we're not even using all the capabilities yet."
-Peggy Ford, Avon
