![Chris Waite Director of Sales & Marketing Tel: 0845 615 6506 Mob: 07841 987 499 Email: [email_address] Web: www.casepro.co.uk](https://image.slidesharecdn.com/casepropowerpointscreenshots-111105083442-phpapp02/85/CasePRO-Workflow-Productivity-29-320.jpg)
CasePRO - Workflow Productivity
- 2. Welcome to CasePRO, the flagship product of Advanced Software Limited (ASL). Long standing clients such as Moneysupermarket.com and Close Brothers are testament to CasePRO’s pedigree as a proven, mission-critical Client Management Solution . Once customers can see how easily our software can be continually adapted to their bespoke requirements, we believe it leaves them with a very easy choice to make. It has been specifically engineered to give the highest levels of performance, reliability and ease of use for any type of business, no matter what industry sector . For further information, visit our web site at www.casepro.co.uk
- 3. Users can take full advantage of the many powerful features and productivity tools thanks to CasePRO’s easy-to-use and intuitive interface .
- 4. Create and amend as many custom screens as required, without the cost or delays of relying on your software supplier.
- 5. Screen intelligence is a powerful feature that can perform calculations and notify users of what action to take depending on the results. This ensures data is captured accurately, compliantly and efficiently.
- 6. New Case allows you to capture a new client’s details and create their Case Folder for subsequent processing. The New Case input screens can be configured exactly as you require, with as many screens as you require.
- 7. To Do Lists are created automatically by CasePRO’s powerful workflow engine, ensuring every Case is processed accurately, compliantly and with maximum efficiency.
- 8. My Cases allows you to create, edit and display any number of data views using CasePRO’s Query Builder and View Designer tools. You can even export the selected data into an MS Excel spreadsheet.
- 9. While every other input screen in CasePRO is user configurable, this initial Case Folder Screen is generic. The screen provides easy access to Outstanding Tasks, Case History, Appointments, Outstanding Items and Case Notes for the selected Case.
- 10. Every Case has its own Audit Trail that records every activity performed for that Case, including changes to existing data.
- 11. Outstanding Items is a powerful feature that manages the requesting and receipt of all reference documents required to complete a Case. Each item can be configured by management to stipulate when it should be chased up, giving you maximum efficiency and control.
- 12. Case Notes can be added/viewed by any member of staff ensuring that every member of the team is empowered to handle customer queries on a fully informed basis.
- 13. This sample ‘Processing Screen’ displays the dates when key process milestones were actioned. The dates are added automatically by CasePRO’s powerful workflow engine.
- 14. This sample ‘Commissions Screen’ enables you to easily manage the receipt and payment of fees due on each Case. This is extremely useful for cashflow/profitability monitoring and reconciliation purposes.
- 15. Booking appointments couldn’t be simpler using CasePRO’s integrated Calendar. Appointment details can be automatically sent to Remote Agents via email or text.
- 16. Calendar allows you to view diaries .
- 17. Document Management is a powerful module that helps reduce your paper mountains and filing cabinets while increasing efficiency and ensuring no more mislaid documents!
- 18. Email enables you to send and receive emails both internally and externally.
- 19. SMS Text Messaging enables you to send a text message to any mobile phone. Messages can be triggered automatically via CasePRO’s workflow engine, e.g. to advise an Introducing Broker of an overdue item or of a change in the Case Status, etc.
- 20. Any type of document , including PDF Forms, can be auto-populated, printed and stored in the Case’s Audit Trail for subsequent review.
- 21. Letter Writer is integrated with MS Word and enables you to produce professional letters at the click of a button.
- 22. Plans is a powerful sourcing engine that enables you to automatically match financial products such as mortgages, loans and insurances to the applicant’s criteria.
- 23. Contacts enables you to only ever need enter your business contacts’ details once. Contacts’ details can then be simply added to a Case by selecting from the respective drop-down lists.
- 24. My Contacts allows you to create, edit and display any number of data views relating to your Contacts. Upon selecting a contact, you can view their Case History, Tasks and Case Notes without having to load the actual Case Folder.
- 25. Reporter Module puts you in control by enabling you to review your KPIs at the click of a button. It also eliminates the labour intensive task of manually recording statistical information on spreadsheets!
- 26. A sample CasePRO report.
- 27. Screen Designer is a simple to use drag & drop tool that enables you to build and edit your own data capture screens thereby allowing your business to react quickly and cost-effectively to change.
- 28. CasePRO’s powerful Workflow Engine provides total control by ensuring that every task is processed accurately, compliantly and with maximum efficiency. Where each workflow task can simultaneously perform multiple activities such as: Send email, Send Text Message, Print Documents, Change Case Status, and many more.
- 29. Chris Waite Director of Sales & Marketing Tel: 0845 615 6506 Mob: 07841 987 499 Email: [email_address] Web: www.casepro.co.uk
Editor's Notes
- #4: Outlook Default The look and feel of CasePRO is not dissimilar to MS Outlook and makes for a very easy-to-use and intuitive user experience.
- #5: Applicant Example Data Input Screen that can be easily configured by you using our drag & drop screen designer.
- #6: Screen Intelligence Screen Intelligence is a powerful feature that ensures speed and accuracy of data input. For example, CasePRO will automatically perform any calculations such as LTV, Age, Time at Address, etc., and then flag to the user if this does not meet your lending criteria.
- #7: New Case New Case is where you input the initial Applicant details to create their Case Folder for subsequent processing. The New Case input screen(s) can be easily configured exactly as you require, e.g. you may wish to capture an entire Fact Find from initial contact.
- #8: My Tasks My Tasks lists in due date order all of the outstanding tasks for all active cases for the selected User, Team or Entire Company. Tasks are assigned automatically by CasePRO’s powerful workflow engine, ensuring every Case is processed accurately, compliantly and with maximum efficiency.
- #9: My Cases My Cases allows you to create, edit and display any number of data views using CasePRO’s simple yet powerful Query Builder and View Designer tools. Selecting a case enables you to view its associated Case History, Appointments, Outstanding Items, Outstanding Tasks and Case Notes in the bottom window.
- #10: Generic Case Folder While every other input screen in CasePRO is user configurable, this initial Case Folder Screen is generic. The screen provides easy access to Outstanding Tasks, Case History, Appointments, Outstanding Items and Case Notes for the selected Case.
- #11: Audit Trail Every Case has a full Audit Trail that records every activity performed for that Case, including changes to existing data.
- #12: Outstanding Items Outstanding Items is a powerful feature that manages the requesting and receipt of all reference documents required to complete a Case. Each item, including expiry items, can be configured by you to stipulate when it should be chased giving you maximum efficiency and control.
- #13: Case Notes Case Notes can be added/viewed by any member of staff, including Remote Agents via CasePRO’s online interactive Case Tracking module.
- #14: Compliance The Processing Screen automatically records the dates (via workflow) when each Compliance Milestone was actioned and when third party requests were actioned and received. It also provides for a Submission To Lender checklist that has to be completed prior to submission.
- #15: Commissions The Commissions Screen enables you to easily manage the receipt and payment of fees due on each Case. This is extremely useful for cashflow/profitability monitoring and reconciliation purposes.
- #16: Appointment Booking Appointments couldn’t be simpler using CasePRO’s integrated Calendar. Appointment details can be sent to Advisors via email or SMS text messaging and accessed via CasePRO’s online Case Tracking module.
- #17: Calendar Calendar allows you to view arranged appointments.
- #18: Document Management Document Management is a standard feature and is inclusive of your CasePRO licence fee. This powerful feature increases efficiency while ensuring no more mislaid documents!
- #19: Email Email enables you to send and receive emails both internally and externally.
- #20: SMS Text Messaging SMS Text Messaging enables you to send a text message to any mobile phone. Messages can be triggered automatically via CasePRO’s powerful workflow engine, e.g. to advise an Introducing Broker of an overdue item or of a change in the Case Status, etc.
- #21: Documents Any type of document or form can be auto-populated and printed and stored in the Case’s Audit Trail for subsequent review.
- #22: Letter Letter Writer enables you to produce professional letters at the click of a button.
- #23: Plans Plans is a powerful sourcing engine that automatically matches the lenders’ products to the applicant’s criteria and is particularly useful if you process Secured Loans.
- #24: Contacts Screen Contacts means that you only ever need enter your business contacts, e.g. introducers, lenders, surveyors, conveyancers, etc., once. They can then be added simply to each Case from the respective drop-down list. Correspondence details will then be extracted from the Contacts Database, as and when required.
- #25: Contacts My Contacts displays all of your Contacts in a single view (which is configurable). As you click on each Contact, the lower section of the screen displays the Audit Trail, Outstanding Tasks and Case Notes for the selected Contact.
- #26: Reports Reports put you in control by enabling you to review your Key Performance Indicators at the click of a button. It also eliminates the labour intensive task of manually recording statistical information on spreadsheets!
- #27: Report Based on Crystal Reports, CasePRO’s Report Generator puts you in control by enabling you to review your Key Performance Indicators at the click of a button. It also eliminates the labour intensive task of manually recording statistical information on spreadsheets!
- #28: Screen Designer Screen Designer is a simple to use drag & drop tool that enables your business to react quickly and cost-effectively to change, e.g. regulatory.
- #29: Workflow Diagram 1 Diagram View CasePRO’s powerful Workflow Engine enables you to create and link tasks, where each task can perform multiple functions simultaneously, such as: Send email Send Text MessagePrint LetterChange Case StatusAuto-Populate Status FieldsWorkflow ensures that every Case is processed accurately and efficiently thereby maximising throughput and ensuring outstanding customer service levels.