Solution
Workflow Automation Solution – optimise business processes with a robust case management platform
Automate tasks and get things done with workflow automation tools. Elevate the quality and timeliness of case management and exception management.
Workflow automation tools that get tasks completed
XBP Global offers comprehensive collaborative workflow automation tools, Plexus and XBP BEATS, that seamlessly connect teams to resolve issues, manage cases, and get results. Colleagues can automate tasks, track their status, and join forces via built-in communications tools.
Workflow automation with issue tracking
Help desk tickets can be raised on Plexus and tracked via multiple channels including phone, email, chat, voice message, or text.
Dynamic dashboards for collaborative case management
Dynamic dashboards display a project’s real-time status on Plexus, while tools like message boards enhance collaboration. Alerts and escalation procedures improve accountability.
Robotic Process Automation grows efficiencies
Robotic Process Automation software automates repetitive tasks, driving speed and accuracy in process-driven operations.
Supports continuous improvement
Complete audit trails and reporting capabilities enable efficient service processing, full workflow visibility, and advanced case monitoring and tracking.
System Integration
Seamless project management is enabled by connecting directly to existing data management and customer relationship platforms.
Collaboration
Plexus seamlessly connects teams to resolve issues, manage cases, and complete tasks. Supports dynamic, unstructured processes that involve collaborative tasks.
Data Structured
Collected data, both structured and unstructured, is refined in Plexus so it can be used interchangeably to support activities such as analysis or tracking.
Standard Templates
Contract Management, Data Aggregation, Bill Pay, Human Resources, Customer Interaction Management all covered with BEATS software.
Management
Project managers can depend on XBP BEATS to manage a wide variety of projects – from opportunity to contract stage, development to implementation, and change management
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Features
Supports organisations in sectors such as insurance to boost productivity and excel in customer service.
Teams can log into these workflow automation tools to review cases, track progress in resolving issues, or collaborate on shared goals. Full visibility is provided so everyone knows the real time status of a task. Automated processes remove the risk of manual error and make it easier to get things done.
Collaborate and communicate via built-in tools
Full project visibility and tracking is provided
Automated task and issue alerts prevent delays
Configurable design suitable for any workflow
Smart issue tracking and service routing increases efficiency
Integrated document repository provides a full audit trail