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THE PROCESS OF
GETTING ON BOARD

PURPOSEFULLY
AND EFFICIENT

METHODICAL APPROACH TO UNDERSTANDING YOUR NEEDS

DISCOVERY | IMPLEMENTATION | SUPPORT

METHODICAL APPROACH TO IDENTIFYING YOUR NEEDS AND PROVIDING AN ONGOING SUPPORT

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DISCOVERY

We holistically review your entire organization and identify gaps and areas of improvements in your operations. The result of that stage is a well-defined business needs and a roadmap for the implementation phase

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IMPLEMENTATION

We roll up our sleeves and set you up with the right technology and human specialists. The product of that stage is well established systems, processes and procedures for a seamless ongoing support

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SUPPORT

We become your trusted partner in managing all your back office processes under one platform. The outcome of that stage is a successfully run business that benefits the continued success of the entire company

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PARTNERSHIP

We are looking to provide you with the most efficient solution, not the most costly one.
We can plug tolls and processes that you're already successfully using onto our platform.

THE AUTOMATED
PROCESS

OF RUNNING YOUR
BUSINESS

HIGH TOUCH SERVICES THROUGH AUTOMATION FOR ALL BACK OFFICE TASKS

SUBMIT | ROUTE | RESOLVE

AUTOMATED WORKFLOW FOR TIMELY AND PROFESSIONAL EXECUTION OF YOUR ROUTINE AND NON-ROUTINE BACK OFFICE TASK

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SUBMIT REQUEST

A specific request is submitted to the platform through an omnichannel integration (email, chat, phone, etc.). The request is routed through the proper controls within the hierarchy of your organization.

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ROUTE REQUEST

The request is processed through the platform for resolution by routing it to the right human specialists and technology. 
All cross-functional interdependencies are identified by the workflow, so the request is routed through the appropriate functional areas.

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PROVIDE DELIVERABLE

The requested deliverable is provided in a timely and satisfactory manner to the appropriate stakeholder(s) in or outside the organization.

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ROUTINE TASKS

By leveraging technology, routine recurring tasks are automated through the system with minimal amount of effort and cost associated with human involvement (e.g. expense reports). 
Our team ensures your systems are set up correctly and function properly.

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