Engagement Management
Managing professional services engagements can be challenging, especially when you're delivering these services with geographically distributed teams.
It's particularly difficult when you or your staff are:
- Spending time wading through e-mails to find the latest version of a statement of work (SOW) or customer comment
- Rummaging through directories of files or shared network drives to find the last project where you solved a similar problem for another client
- Attempting to securely share documents with the client for comments
- Trying to ramp up new team members when critical project content is spread between different computers and various e-mail accounts
- Managing key client agreements like SOWs, change orders through multi-party approvals and sign-offs
You don’t have to wait months or buy expensive on-premises solutions to solve your engagement management problems. SpringCM’s Engagement Management Solution is an easy-to-try, budget-friendly, on-demand service. There is never any hardware to maintain, software to install or upgrade fees to pay. And you get up and running in days, not months. The Engagement Management Solution is designed to reduce inefficiencies, to ramp up new team members in record time, to increase billable hours and to enhance client satisfaction.
- Reduce time to generate statements of work for your clients by easily leveraging existing documents
- Manage change orders through multi-party approvals with complete audit trails
- Shorten the time needed to get signature approvals by capturing signatures electronically
- Search for document phrases and specific terms, even in e-mails, faxes and PDFs with a single, secure repository for all documents
- Bring new team members up to speed quickly with a single project-based repository for all project documents — including faxes and e-mails
- View and mark up PDFs, faxes and even CAD drawings, enabling faster collaboration and eliminating express mail charges
- Improve client satisfaction and offer differentiated services by sharing and collaborating on key documents
- Experience faster ROI and eliminate the hassles of expensive hardware, software and maintenance fees with an on-demand service
- Coordinate the creation and approval of statements of work, proposals and change orders across offices, time zones and even organizations
- Collaborate with clients easily by providing them secure Web access to documents
- Get around-the-clock access to your important documents from any Internet-enabled computer
- Reference previous proposals, SOWs and other documents for key knowledge using Advanced Search
- Notify client teams instantly and automatically when documents are read or faxes are received
- Enforce policies around document review and approval both internally and with clients
- Improve coordination and collaboration between the Sales and Implementation teams
- Display appropriate documents alongside the opportunity records in the 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 a document
- Audit trails show who accessed, opened and edited documents, ensuring client information stays protected
- Full-text search enables searching of the organization's knowledge — including faxes, e-mails and scanned documents
- Automatic e-mail and fax capture creates a single, unified project file as the starting point so everyone has one place to look for any project content
- Automatic Routing and Approval Workflows ensure a high-quality work product is presented to clients
- Request for Electronic Signature easily, quickly and securely facilitates signatures and approvals
- Secure guest access gives your clients access to their documents over the Web without opening up the company firewall
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
