01904 314031
Automation
Many businesses rely on people carrying out tasks that can easily be automated. Why not utilise Task Servers to produce reports, imports and exports, monitor third party FTP sites to bring in new cases, barcode letters and update cases automatically with client responses?
Increased automation will reduce administrative overheads and free up resource to spend on the things that really matter.
Task Server | Import Export | Auto Routines
Reporting & MI
Reports should be delivering the right level of information to the correct people, but also designed in such a way that it doesn't impact on system performance.
We can design bespoke reports in the format you require, or integrate with an existing MI Package like Crystal Reports or a Microsoft SQL Database.
Advanced Repors | Task Servers | MIWH
Systems Integration
Your ability to integrate with other systems and offering a secure data transfer method are key to successful and long lasting B2B relationships.
So if you require help setting up a secure data transfer, get in touch.
We also have extensive experience consuming Web Services in Proclaim that aid productivity. Vehicle reg checkers, broker policy lookups and bank detail verification can all improve the case handling experience and improve efficency.
Import Export | XML | SFTP | Web Services
PowerBI
Think Microsoft Excel on "steriods". Let this data tool do the heavy lifting rather than Proclaim. Our approach is to get the relevant information out of Proclaim and then use Power BI to get it into a format that is useful; this can greatly speed up report generation time in Proclaim and mean you're not spending your precious day formatting Proclaim generated reports.
Advanced Repors | Task Servers | MIWH
Email Integration
The Proclaim email editor is somewhat lacking in functionality, the editor is clunky and you can't easily achieve that sleek email feel. Take your branding and email messages to the next level with a Mailersend integration.
We can setup beautiful emails that are triggered at key points within your case's journey, for example in the client signup process. It is also possible to have a dedicated email page where a user can add in a subject and message body to send adhoc emails.
