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Business Process Management Solution for Professional Services Firms
Technology has automated many of the daily activities within most professional services firms. Yet work often grinds to a halt when critical information is missing, management approval is needed or input is required from other team members. Elite® Process Manager enables firms to better manage people-intensive processes and the relevant data and systems they are using to maximize productivity and efficiency. Process Manager is a workflow solution customized for the unique needs of professional services firms and based upon technology by Metastorm, the leading business process management solution provider.
Automate Critical Business Processes
With Process Manager, daily work can be accomplished quickly and easily. Staff and professionals can now eliminate time spent tracking paperwork and approvals, and focus efforts on higher value work. Process Manager saves valuable time by automating and standardizing business processes with established routing and approval of electronic forms. Using Process Manager, authorization processes are simplified and completely secure. Users only have access to the information needed to perform the requested work. Process Manager also provides a complete audit trail of authorizations and approvals, maintaining accountability and security.
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Using the graphical modeling tool, business process analysts can create and modify the visual representation of a business process.
Customizable, Business Process Library
Firms typically use a wide variety of forms to record, route, collaborate on and approve work. Process Manager allows users to create unique business processes or select pre-defined business processes from the Business Process Library. These processes incorporate electronic forms for expediting financial and practice management activities across the firm. Example processes include:
| New business intake |
Create record/folder |
| Conflict check |
File closing |
| Create case |
Record retention |
| Create marketing contact |
Record request |
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Online Status Tracking and Reporting
Process Manager streamlines and automates the approval processes for all work in process. Users can easily monitor the status of requests from their Watch List. When any action is required, they receive alerts via email that hyperlink to the work item so they can quickly respond. With Process Manager, staff and professionals are now free to focus on more critical matters while Process Manager ensures that the details are being handled behind the scenes.
Comprehensive Integration
Process Manager provides Integration Wizards that enable easy integration with databases, email, Web Services and other applications. It works with any MAPI or SMTP/POP3 compliant email system for delivery of work item notifications.
Consult the Experts
Thomson Elite has a dedicated team of business process management consulting experts that focuses on helping professional services firms better understand their business processes, identify efficiency gains, recognize strategic opportunities and implement business process automation solutions that match their unique vision and business objectives.
Your Partner for Business Process Management
Thomson Elite is a leading provider of integrated information solutions to professional services firms worldwide. Thomson Elite is a business within The Thomson Corporation and is a premier provider of financial and practice management systems to the legal industry and to other professional service markets, including accounting, engineering, marketing services, and management and IT consulting.
For more information on Thomson Elite, please complete our sales request form or call +44 (0) 20 7369 7379.
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