Go Paperless to Optimize Your Business
With labor costs being the greatest operation expense for most organizations, managing routine processes using paper-based systems can significantly reduce profitability and business health. When a team's productivity is less than optimal, project costs increase, margins become thin, opportunities are lost, critical processes fall through the cracks, clients switch to competitors, key personnel leave for better opportunities, and profitability declines. Sound familiar?The ShareVantage helps you replace outdated recurring processes with automated solutions that get you on the path to improved performance. The key to your financial growth is to target paper-based daily activities and inefficient processes that drain productivity and reduce profits - like manual process control sheets, document distribution, email overuse and misuse, project assimilation, task assignments, client services, inconsistent execution, communication failures, event driven processes, exception reporting, delegation activities, and more.
Here's what you can do with The ShareVantage:
Securely access documents from anywhere in the
world
Simply connect your computer to the
Internet and you can have instant access to gigabytes
of up-to-date files shared with authorized users on
your account at work, home, or on the road. It's
like having access to a portable network drive for
your business without the constant IT headaches,
complexity, and costly IT manager expense. The
ShareVantage is great for businesses of all sizes and
it works seamlessly with your existing application
programs. What's more, we take care of all the
back-office details, including security, encryption,
authentication, revision control, redundant hardware,
and backups.
Eliminate paper-based client files
Are you ready to go paperless to reduce physical storage
needs and provide employees with anywhere access to
client related materials? Simply replace your paper-based
client files using The ShareVantage digital files for
contacts. You can manage contact information, files,
email messages, contact notes, and scanned documents for
each contact. Double click a file to modify in its
related application and we automatically take care of the
check-out/check-in processes for revision control between
users. The ShareVantage even converts scanned documents
to text using our OCR engine and ALL files are
automatically indexed for fast search - you can search
about 10,000 documents in less than 4 seconds!
Clients can securely access your paperless office with
a browser
Each contact has their own secure
website (client portal) for exchanging files with you
online 24/7. Simply insert and organize archived
documents and work-in-progress files for your client via
their Private Client Site folder in The ShareVantage
ContactManager. Using a standard browser, the client can
download and upload files to their portal. The
ShareVantage takes care of all the user name and password
management processes, easily connects to your website,
and you can even print to PDF from any Windows
application directly to the client's portal. Your clients
will enjoy the 24/7 self-service access and you'll reduce
your service loads.
Send email blasts to clients and contacts
Distribute hundreds or thousands of emails in seconds
for marketing or relationship management. Reusable
email templates seamlessly integrate with your
contact list in The ShareVantage ContactManager.
Emails can be automatically personalized using
replaceable fields, such as first name, last name,
sender's name, title, company banner, etc. The
ShareVantage manages opt-out requirements and
delivers a distribution report with email blast
details. You can even send high-impact HTML
formatted emails just like the pros!
Automate your recurring business processes
Automate just about any recurring
process in your organization using project templates
that control process flow. Tasks can be
automatically delegated to team members at the right
step in a process and managers can be alerted
immediately if project deadlines are in jeopardy.
Personalized emails can be sent at project milestones
to contacts, including emails to clients. The
ShareVantage helps you to significantly reduce
administrative time, execute best practices, and
manage recurring processes in a fraction of the time
it takes using traditional tools.
Seamlessly connect employees and clients to project
information
Online workspaces seamlessly connect
users for sharing documents and managing task assignments
via the Internet. Project participants share a single set
of files online to eliminate revision control problems
and outside contacts can check-out/check-in project
related documents using a standard browser. The
ShareVantage helps you eliminate wasted time spent using
email to coordinate project materials and keeps everyone
on the same page.
Monitor the progress of your projects from
anywhere
Project workspaces give you immediate
access to all project related materials, including task
assignments, documents, progress notes, contact notes,
workspace history, and more. By having everything in one
shared location, you'll eliminate the time required to
manage email updates, coordinate documents, get team
members up-to-speed, and complete projects faster. What's
more, online access to projects is secure and you can
even prevent unauthorized users from accessing
confidential files using security padlocks.
Guaranteed improved organization efficiency or
your money back
We're so confident that The
ShareVantage will help you increase your profits and
profitability, that it's backed by a 30-day money
back guarantee.
