Tap into Collection-Master’s Potential
SUMMARY
PRODUCT: Collection-Master
PROBLEM: Overwhelmed collections firm lacked training on workflow tools
SOLUTION: Subject Matter Expert training on powerful automation tools
IMPACT: Training on advanced tools boosted efficiency, saved hours of manual work, and eliminated opportunities for human error.
PROBLEM
A firm was struggling to keep up with their work. Inundated with daily demands, and clients asking for increasingly more, they hired additional staff. But they still couldn’t keep up. They were so busy, they didn’t have time to train new employees. Furthermore, the new employees received training that was watered down since the training the trainers had received was from their staff’s own insufficient knowledge of the power of Collection-Master. The firm had limited or no knowledge of the workflow enhancers (below) built in to Collection-Master.
SOLUTION
Vertican subject matter experts showed the firm how each tool could be applied in their specific situation.
- Conditional Themes to change application colors based on claim conditions (bankruptcy, represented by attorney, hardship, etc.)
- Field Level Events to automatically change data, redirect workflows, catch errors, and alert users, based on a claim event.
- EDI Field Level Events to automatically perform a multitude of functions based on electronic data ingested by the applications.
- Smart Document Workflow enhancers such as X-Documents and WP Scripts to automate workflows and alleviate the necessity for human intervention, resulting in faster actions and fewer mistakes.
- DTP automation to automatically import or export to and from clients or third parties without human intervention.
- Paperless Note Filtering in the Paperless File based on job assignment to reduce time to find data.
- Report Generator coaching to facilitate combining workflows and reports to quickly identify data holes and correct them.
IMPACT
Today, the firm is up to speed and leveraging their knowledge and use of Collection-Master. The last time the firm received Vertican training was in the 1990s! None of the staff that was trained at that time was still at the firm. Sound familiar?
Collection-Master is an earthmover. Are you using it as a shovel?