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.
