A workflow management solution to streamline business operations

Digitized RFP workflow

The employees can manage leads, create an RFP (Request for Proposal) along with cost, gather project requirements, etc. in the new web application. They can send proposals to the new prospects for signature directly from the app. Earlier, due to paper-based requirement gathering, RFP (creating & sending proposals) process was time-consuming and less efficient.

Benefit

As the client can easily convert their potential prospects into customers by sending them RFP quickly, it increases customer conversion rate.

Automated Jobs Creation

Once the customer agrees with the proposal, the app automatically converts application or proposal into jobs. The jobs contain scopes and milestones of requirements that enable the team with a next-level clarity about what to do and when to accomplish the jobs.

Benefit

The employees can perform their tasks accurately and rapidly as all the job references are available to them.

QuickBooks Integration

The employees can fill timesheet, complete milestones, finish billing points, and submit details about additional service items in the software. The app sends this data to QuickBooks accounting system to generate the invoice. Besides, the client can send invoices to the customers through the app.

Benefit

QuickBooks integration helps the client to generate timely invoices and boost the revenue cycle.

Tasks & Checklists

The new application enables the team with well-rounded checklists for the particular project. Thus, the system provides pre-hand information about what to do to finish a particular job.

Benefit

Employees can immediately start taking actions based on the items available in the checklist. It helps them to stay more efficient and focused.

Real-time Updates

The client files a lot of applications and permits every day through varied electronic medium across the different government agencies. The workflow application interacts with the external systems of these agencies to check if there is any update related to application approval, permit or violation.

Benefit

The client can check the status of their applications and permits on the go. They can get quick insights about violations and take timely actions to resolve them.

Document Management through Dropbox Integration

The client was creating and managing 200+ documents or forms for the customers and agencies. The application allows them to create documents or forms within the app. While they select a specific document or form type, they can access a document with certain necessary and compulsory details.

They have flexibility to add additional details in the document too. Integration with Dropbox allows the client to store and manage all the documents and forms in the document management system for signature and collaboration with the customers and agencies.

Benefit

Dropbox allows for centralized document storage and management for quick and easy accessibility of different forms and documents.

Dynamic Reporting

The team can extract dynamic reports about different jobs such as application and permit status, violation status, billing status, etc. The reports can be generated in a particular format so that customers can easily consume the insights out of the reports. The client can send reports to the customers directly from the workflow application without any human intervention.

Benefits

Customers get exclusive insights regarding project progress and status through dynamic reporting.

Document Library

The app allows the client to store all the documents related to construction standards, rules & regulations, terms & conditions, and guidelines of different agencies. Team members can refer the documents from this central repository. Also, they can view, read and consume the information on the go.

Benefit

The team does not need to visit any portal of external agencies to refer their construction guidelines.