BizSmart™ Document Management module is an efficient subsystem offering:
BizSmart™ Document Management Module seamlessly interacts with BizSmart™ core business functionality:
BizSmart™ Document Registry module offers the capability for full control of incoming and
outgoing documents in an organization and provides:
BizSmart™ Case Management Module introduces and serves the notion of a “Case” to an
organization. Depending on each business’ subject, a Case might have the following
interpretations:
…and more
BizSmart™ Case Management Module binds customer entities, registration numbers and
documents.
The Case Management Module can interact with BizSmart™-created workflows, so that a
case can be assigned to an employee, can get advisory documents or comments from an
advisor or approvals from the employee’s supervisor or other agents.
A case can be marked with various states during its process, such as “assigned”, “approved”, “pending documents”, “in-process”, “completed”, etc. All the above states can be fully customized.
BizSmart™ Customer Relationship Module adds all the necessary functionality to support
customer-oriented operations. Customers can be linked to cases and document registries.
This inter-module connectivity provides a powerful toolbelt along with BizSmart™ core
workflow functionality.
There is a plethora of out-of-the-box and user-defined fields for each customer entry, along
with customer-to-customer relationships.
When there is a need to incorporate GDPR compliance rules, BizSmart™ can implement
workflows for two major GDPR processes:
– Customer-triggered exercise of GDPR entitlement. Customers (persons) can submit a request to either:
– Company-triggered mass deletion of customer data based on internal rules (e.g., delete data older
than 5 years)
Both above-described processes trigger standard or custom workflows, giving specific roles
the ability to accept or decline the GDPR request and a full report is created for each process
outcome.
Another Bank has been added in the client list of BizSmart. The new system, which allows the Legal Department of the Bank to optimize the legal documentation work, both with internal and external legal personnel, by providing a clear, easy-to-use mechanism for streamlining tasks of the personnel involved, reducing the time needed to serve the Bank Customer.
Clear reporting views help the managerial team of the Bank to identify issues and solve them by modifying the processes, if so required.
The project is at the final stages of acceptance and is expected to be going live within the next weeks.
The Smart digital Business enabler
Business Process Management Suite
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