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Intelligent Management and Automation of Activities

To a large degree the appointments and the activities and procedures associated therewith determine the daily routine of an employee. In practice appointments are often tracked in various media by the individuals involved. In particular, in the case where responsibility is assumed by a co-worker due to another worker’s absence (e.g., vacation, illness, etc.),this can lead to problems – something which not rarely occurs at the expense of the client.  

 

Using the Activity and Workflow Management solution, you have an effective system for central and comprehensive administration of, planning for, and regulating and monitoring of activities.

 

Range of application

  • Monitoring Service Level Agreements
  • Controlling regular publication of financial statements
  • Tracing requests for documents
  • Documenting customer consultations
  • Collateral monitoring
  • Administration and control of  sales potential
  • Target achievement statistics
  • Documentation of audit results
  • Intermittent credit processing

Your Benefits

  • Process and Activity Transparency
  • Prospective Resource Planning 
  • Transparent delegation of business activities
  • Flexible representation of individual process steps
  • Supports split Business Processing
  • Supports process gradation models
  • Automatically calculates processing times, throughput times and dormant times
  • Offers an information system for top management, process management, and the business analyst
  • Offers a processing system for account managers and credit analysts
Contact Us.

For more information please contact us

 

via phone +49 941 409 249 0 

 

or via email.


More Information

Get a brief overview of isfinancial | Credit Management

 

 

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