Content Management
Our product suite allows your organization to create, manage, distribute, and deliver business-critical content enterprise-wide. From content management, to workflow processing, to work management, and reporting tools, we have a focus on the business process as a whole.
Document Management
Instant access to folder contents and information is available through both a desktop application and a web-based application, allowing agents and other outside users to view documents from the field or the office. The applications are interchangeable, allowing organizations to decide which solution is the best fit for their company and users.
- AcroSoft Documents provides a comprehensive view of various electronic file formats in a user defined virtual cabinet. Users can manipulate and manage document and folder views using an assortment of features and functions accessible from the application. AcroSoft Documents works stand-alone, in tandem with other systems, or seamlessly interfaced into a processing application.
- AcroSoft AnyWhere-Documents, our web-based document management solution, offers many of the same functions as AcroSoft Documents, including the ability to organize files, upload documents, annotate images, view multiple file types, and overall security—all from within a web-based interface. With the ability to secure features and particular folders, companies no longer have to worry about information getting into the wrong hands.
- We offer a variety of workflow solutions to meet the needs of your company. Our rules-based workflow engine is easily customizable, and requires no technical expertise or coding to update.
- AcroSoft WorkFlow usesrules-based processes that determine where notifications should be sent at any given time during the business processing cycle. Extended capabilities within workflow include the ability to terminate and re-initiate workflow, suspend the process for a period of time, return to a previous step in the workflow and to push to another workflow process as needed. Workflow history is saved and can be mined using a variety of tools including AcroSoft Dashboard.
- AcroSoft AnyWhere WorkQueue is our latest web-based product that creates online inboxes for users to access, linking all users together in a single automated workflow process. Outside users such as agents and clients are able to login and access assigned work, as well as progress workflow processes. All processes are tracked, so work is not lost in-between mailings or faxes.
- AcroSoft WorkManagement allows users to be proactive with activity related to documents and folders as well as processes and applications outside the AcroSoft suite of products. The ability to set diaries or future reminders is a core piece of WorkManagement. Activities added via WorkManagement may be standardized or ad-hoc defined with the ability to set priorities on the items. Filters allow users to search for and review task that are due and those scheduled. In addition, this application is open to receive tasks and statuses from other applications, setting it up to become a comprehensive single-source application for managing work enterprise wide.
Intake options
Documents can be easily added using any or all of these intake options:
- With AcroSoft ScanPlus, batch scanning functionality is improved by the use of bar coded separator pages and enhanced document editing features. Even non-batch related processes are greatly enhanced due to a wide-range of image clean-up features, time-stamping, and page manipulation options. Scanned documents can be automatically indexed and pushed directly into an automated workflow process.
- AcroSoft DirectoryMonitor provides an easily configured interface between a process, such as a network-copier scanner, and the AcroSoft content management system. For example, documents scanned via a network-copier scanner are saved to a particular network directory. The DirectoryMonitor process monitors contents of the directory and folder, and automatically imports the documents into the AcroSoft system where they are then indexed to the appropriate AcroSoft folder.
- AcroSoft EmailMonitor allows for the monitoring of selected email boxes, and the automatic import of emails and attachments into the document management application. When emails come in with certain criteria (Policy, Claim #, or any other identifier) the email and contents can be indexed into the document management component and delivered to the appropriate Workflow, Folder or Work Queue list.
- AcroSoft FaxMonitor provides an interface to an existing Fax Server, and includes the ability to monitor incoming fax queues (from the fax server) and can import faxes based on fax number.
Reporting
Our system includes a series of reports that provide the ability to access and extract information from the content management system. These reports take advantage of folder and document data captured within the AcroSoft system, details of items in mid-workflow and completed workflow items, and reminder and diary item details. For workflow and productivity reporting, this includes the types of transactions, throughput information, user ID of the person who processed a transaction at a particular step, re-assignment of transactions, as well as the time a transaction may have been suspended for further activity.
Reports can be futher customized to create additional reports with your unique twist. Additionally, other data, such as a user’s security profile or data from other sources, such as an administration system, may be combined to produce comprehensive reports.
AcroSoft DashBoard
AcroSoft DashBoard is a browser-based reporting tool that can graphically represent data from a variety of sources including third party sources like policy or claim administration systems. Reports may be visualized based on the client’s preference, and may also be done via any other report rendering application such as Crystal Reports, SQL Server Reporting Services or other ODBC compliant reporting tool.
Random database queries can also be executed for immediate “need to know” situations. Data resulting from random queries can be exported to an Excel spreadsheet or other system application.
Services
We work closely with clients to define specifications, plan project approaches and timelines and deliver/install the products. Additional services include Process Analysis, integration services, and training.
We offer a 'Live in Five' implementation to get your company installed and up-and-running in just a week. Live in Five is a productive and efficient implementation process that provides the basis for quickly installing the Content Management solution, effectively training users, and accurately identifying client specific requirements.
Training
In addition to implementation training, we offer refresher and new employee training.
- On-site training provides the client with a certified trainer. The trainer will be well-educated on your current business processes, as well as your future plans for automated processes.
- Train-the-trainer allows the users to be trained by a familiar face and fellow employee. The trainer goes through an extensive training process that includes general user training classes, as well as more advanced feature training. This user becomes the instructor and go-to person for the users.
- Web training is primarily used for refresher and new employee training, but may also be used for some advanced training as need arises. Through a web meeting, an instructor demonstrates and trains the individual or small group of users on the product.
Consulting
Our skilled staff provides consulting services for both business and technical issues. Services may be delivered on-site or remotely depending on the client’s preference and the activities involved.
Business consulting services include the following:
- Workflow assessment and analysis
- Workflow process streamlining
- Workflow development
- AcroSoft system use assessment
- Integration identification and assessment
- Additional department roll out
Technical consulting services include the following and may consist of us taking a leadership role in the process or simply providing support for the client’s staff:
- Technical environment review and assessment
- System upgrade
- scripting
- Custom report development
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