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TASK |
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COMMON PROBLEMS |
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ST SYNERGY SOLUTION |
| one-stop |
I cannot locate the telephone number for my client. |
Non-centralised customer database |
All data is kept at the ST Synergy client control centre
allows a one-stop Personal Information Manager
solution |
 |
| centralised |
I know I spoke to this customer last week - but I
cannot remember what was said, and do not know
if someone else has spoken to him. |
Personal Information Managers (PIM) and customer
relationship modules are not enterprise wide - each
employee maintains their own PIM information |
PIM information relating to contacts and
communications is centralised and accessible by all
users |
|
| workflow |
What is the current state of this customer’s job?
Where do I start to look? |
Work flow systems are not centralised with the
customer database |
Matter or job information is kept in the Matter
control centre and accessible to users from both a job
or client perspective |
|
| referrals |
I know that another client had referred this client
to me. Now, which client was it? |
Marketing information is not kept within a central
database |
Client referrals are easily listed in the ST Synergy
database and this allows users to quickly see which
client referred the customer in question |
|
| communication |
I need to know if we have sent that important
document to the customer? I am sure we sent it,
but where can I quickly see when and how it
was sent? |
Dispatch information relating to documents is not
normally available from the document management
database |
ST Synergy offers document management capabilities
that allow users to see not only which documents
relate to specific clients but also to track the dispatch
dates and methods (mail/courier etc) |
|
| accounting |
I want to send a letter to all my customers that
have accounts outstanding over 60 days, how do I
do this? |
The process of interrogation of an accounting
database is not easily managed from within the
customer relationship and documents databases -making
such queries cumbersome and difficult to
manage easily |
Assuming the accounting database backend is
supported by ST Synergy, users simply perform a
point and click query to obtain the relevant
customer list and can effortlessly mail-merge this
list with a document from the documents
management system |
|
| documentation |
I need to find a document that I previously created
for a particular client. Now what is the most
efficient method of locating this document? Was it
in the document management system or in the
customer management system? I cannot look in
both systems at the same time because these
systems do not talk to each other. |
It is common that an enterprise will have a number
of disparate/unrelated databases that duplicate
information and fail to share common knowledge
in the enterprise. Locating documents is usually a
function of the document management system,
however if all you know is the job to which the
document relates, locating this document can
become difficult |
Apart from tracking documents, ST Synergy also allows
for the creation of relationships between documents,
tasks/jobs and customers. This means that you can
locate an item of data regardless of its relationship. In
this case, the user would have been able to locate the
job in question (perhaps by clicking on the jobs tab of
the customer record) and from there be able to locate
documents that were created for that job. |
|
| live links |
I need to know the credit limit for my customer -but
I do not know how to use the accounting
software and the credit control officer is at lunch. |
Accounting information is not readily available to
sales and support staff - this information is usually
located within accounting software data bases that
are often unavailable to sales staff for security
reasons etc. |
Sales and purchasing information is displayed at the
Client Control Centre with live links to supported
accounting software solutions. This allows the sales
team to easily see what sales have been made, what
the current credit limit is, and what receipts and sales
credits etc have occurred with their customer. |
|
| administration |
Bob left the firm last week after a disagreement
with his manager. Now they want me to locate all
of his current documents and complete any
outstanding tasks. Bob left without completing
hand over of his tasks in progress. To add to the
confusion, Bob often stored work on his personal
computer or on folders without proper naming
conventions. Where do I start to look? |
When employees leave the organisation, work in
progress and current task allocation is often difficult
to locate and take over. This is made even more
challenging when employees store files on local
hard drives (rather than on shared server drives). |
ST Synergy allows you to quickly log in and locate all
tasks, documents and messages that were in progress
when an employee leaves. The system administrator
can then easily transfer all of the ex-employee’s
current workload to new employees with minimum
disruption to the day to day workings of the company.
As ST Synergy stores all data (both documents and
enterprise information) at a central location, loss of
information is minimised. |
