Caseflow spectrum overview 2018
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This document describes a franchise management system that allows franchisors to better control the creation, tracking, and management of franchise documents and associated workflows. It involves implementing a tailored software solution to minimize risks and improve efficiency related to new franchisee onboarding, renewal documentation, assignment documentation, and breach notices. The system integrates with other applications and provides self-sufficient, efficient document design and management with measurable return on investment.
Caseflow spectrum overview 2018
- 2. Are you in complete control of: New Franchisee documentation? Franchisee renewal documentation? Franchise assignment documentation? Franchisee Breach notices? Minimise the risk and improve efficiency.
- 3. Our system involves the implementation of a specialist, tailored, end-to end Franchise Management System to better control the creation, tracking and management of documents in your business together with associated workflow to keep things on track.
- 4. Major Stakeholders • Brian Smith – Caseflow, CEO/Product Architect – Brian has been developing specific software for use in the legal industry for 25 years, with an emphasis on making the software user friendly to manage repeatable processes efficiently. • Peter Buckingham CFE – Spectrum Analysis, MD – Peter has been the MD of Spectrum Analysis for 20 years and is a leader and expert in franchise development, especially in site selection, territory planning and overall franchise consulting.
- 5. Information Pack – Caseflow Acumen - Case Management • Market leading approach – Technology & Integration • Clean, contemporary, stable – Implementation • Our tried and proven approach
- 6. Caseflow clients – Law Firms
- 7. Caseflow Acumen Suite • Best of breed Case Management/Legal Workflow solutions: – Data import & management – Integration & data sharing – Document assembly and DMS integration – Tasks & activities – Outlook appointments, emails & tasks – Reporting , client updates and portals • Our goal is for our software to help you achieve; – Increased accuracy & efficiency – Work management improvements – Greater profit through better resource utilisation – Reduced risk due to oversights
- 8. Integrations
- 9. Integrations • Out of the box – We learn the product – We maintain the expertise – You reap the benefits • Configuration based – Configure it, don’t build it • Maintained under support agreement – New versions are our responsibility
- 10. Business Drivers • Client expectations are up • Price beginning to take precedence over brand and status • Clients are looking for more – Technology focus – Innovation that adds value to legal services – Accessibility to their data and matter status – Reporting and KPI’s
- 11. DMS PMSCRM Client Portals Data Parties Documents Tasks, Docketing & Activities Caseflow Acumen – structure Franchise Agreement Lifecycle
- 12. Platform Technology • Certified Windows 7, 8 & 10 compatible - 32 & 64 bit – All versions of Office 2000 & onwards • Certified MS SQL Server 2008 & above • Certified Windows Server 2008 R2 & above • Development – Desktop clients • Visual Studio • .NET framework 4 – Web clients • ASP.Net – Mobility • HTML5
- 13. Our process • Build the system tailored for your needs • Skills Transfer – Train your Caseflow Administrators to operate the system – Extra help as you need it • Focus on one work area initially – Franchise documentation – Develop skills – Progress to the next area if required • Learn skills and then apply to other teams – Becomes a potential platform for all areas within the firm – Resources can be deployed to varying areas
- 14. Summary • Self-sufficient, efficient worktype design & management • Measureable return on investment • Proven technology • Integrates with your key systems • Platform for innovation • Strong development roadmap
- 15. About us • Best of breed legal workflow experts • 20+ years legal workflow track record • Australian owned • North American Resources • Investing & growing
- 16. About us • Expert consulting to the franchise sector • 20+ years track record in franchising • Australian owned • Investing & growing new opportunities