Global service businesses need to deliver within budget and on-time. With teams spread across the world and complex processes being carried out on a daily basis, organisations need smart tools and business processes to manage tasks on time, help teams collaborate, identify efficiency improvements, build closer client relationships and gain data driven insights. With Sharedo, your organisation can manage complex processes to deliver profitable and outstanding services that delight clients.
RELIABLE AND PROFITABLE RESULTS THROUGH EFFECTIVE PLANNING
Market conditions rarely stay the same which is why any business that is agile to change is likely to be successful. Sharedo is an extensible and adaptive platform that enables large organisations to stay ahead of the curve and plan for the future.
FLEXIBLE CASE PLANS
Sharedo makes work type, case plan and workflow processes effective, simple and profitable. With Sharedo’s configuration tools businesses can quickly change processes to help improve efficiencies. Define case plans, workflows and disaggregation strategies to find the most productive and profitable way of working.
TIME AND BUDGET TRACKING
Time and budget tracking is embedded into Sharedo enabling firms to understand the time and cost constraints associated to individual tasks and services as a whole. This can be automated or a manual process.
Sharedo enables tasks to be disaggregated based on the rules set up during the creation of the smart plans. Sharedo can allocate tasks, based on cost, busyness and expertise, to individuals, teams, clients, third parties and for machine automation.
Smart plans are an important part of Sharedo that provide high level dynamic case and work plans for services. The Smart Plans co-ordinate resources, monitor costs and execute workflows to ensure first class client service and satisfaction every time.
PERSONALISED DASHBOARDS AND WORKLISTS
Anybody working with Sharedo, whether on their own or as part of a wider team, has their own dashboard and worklist. Their dashboard features:
Tasks associated to them with deadlines.
Key workload metrics.
To avoid missed deadlines, every task features a completion data that is displayed chronologically via a users’ worklist. The system also notifies users of approaching deadlines and in the event of a missed deadline can automatically escalate to the individual’s line manager.
Sharedo enables tasks to be disaggregated based on rules. It ensures that the most appropriate person is dealing with any given task to maximise the productivity of the workforce. Tasks are allocated based on skills, cost and busyness.
COMMUNICATE AND PROSPER
Client Service centric businesses needs great communication and collaboration. Between client and firm or between colleagues; without effective communication & collaboration clients will receive a poor customer experience and service delivery will fail. Sharedo puts communication and collaboration at the heart of the platform so clients are always in the loop and teams work together seamlessly.
PERSONA DRIVEN PORTALS
Sharedo is persona driven and can support unlimited personas. Each persona determines what that user will see, including reports, tasks, documents and correspondences. This means that personalised portals can be provided to clients, third parties and even shareholders with real time information about what matters to them.
Sharedo enables users (internal & external) to share ideas and expertise across tasks and wider projects. The platform enables comments, annotations and redactions to documents and tasks can have their own specific workflow. Every service also features a live activity steam showing the current status.
SHARE THE WORKLOAD
Users of Sharedo can delegate and reassign tasks to other people. By delegating a task the user can keep an eye on the progress, alternatively reassigning it will hand over the responsibility completely. Sharedo also allocates work based on busyness so the workload is shared evenly across the business.
GREATER ACCURACY AND COMPLIANCE FOR ALL YOUR DOCUMENTS
The document lifecycle is an important aspect of any services business, from compliance to client contracts, the process should help create, organise, store and deliver information that is crucial for the organisations operations. Sharedo offers structured document lifecycle management to ensure the accuracy, speed and compliance of an organisations documentation.
STRUCTURED DOCUMENT CREATION
The creation of documents can follow any structure necessary, including review, approval, fact finding and drafting which can be delegated to individuals and teams for completion. The workflow can include as many approvals as needed to accept or reject changes to ensure the accuracy of all documentation.
Users of Sharedo can annotate documents from within the application and add comments to help gather information or make refinements. New tasks can be sent to colleagues, clients and other Sharedo users to add narrative and instructions to the document lifecycle.
SAFELY ORGANISE AND STORE DOCUMENTS
Sharedo integrates with document management software such as iManage and SharePoint to safely store documentation. With its email integration, Sharedo also enables email attachments to be saved to the document management software from within the platform.
CLEVER AUTOMATION TO IMPROVE PRODUCTIVITY AND PROFITABILITY
Automation helps to streamline processes and optimises productivity at the best possible cost. Sharedo features an Intelligent Automation Engine that automates routine tasks, the disaggregation of work and workflows to keep an organisation’s processes running smoothly and profitably.
Sharedo enables tasks to be disaggregated based on the rules set up during the creation of the system’s smart plans. Sharedo can allocate tasks, based on cost, busyness and expertise, to individuals, teams, clients, third parties and for machine automation.
The Complex Event Engine within Sharedo analyses the huge amounts of data being generated on a daily basis and acts like an in-house data scientist to make predictive recommendations so that business owners can act.
Smart plans provide high level dynamic case/work plans for the delivery of services. Each service has a unique journey that considers personnel, best practices and client requirements. Smart plans navigate the myriad of complex data to seamlessly steer a smooth and efficient path for every service processed.
INTELLIGENCE FOR INFORMED DECISION MAKING
Knowledge is power and the more information an organisation has at their disposal the better their decision making. Sharedo features fine grain reporting at a micro and macro level. It uses machine learning to provide stakeholders with insights, predictive recommendations to make informed decisions and provides clients with greater transparency of their transactions.
GIVE CLIENTS GREATER VISIBILITY OF THEIR TRANSACTIONS
Clients can access personalised portals that feature reports and data relevant to them and provide real-time updates about their transactions.
OPERATION EXCELLENCE WITH DATA DRIVEN DECISIONS
Sharedo ensures that business owners can scrutinise the operation on a granular level and from a helicopter view. The platform analyses, processes, workloads and the performance of teams and individuals to enable business owners to make informed decisions about every aspect of their operation.
MACHINE LEARNING AND PREDICTIVE ANALYTICS
Sharedo uses powerful technology called ‘event (& complex event) processing’ that analyses large quantities of data and spots trends such as potential bottle necks so business owners can take action to avoid problems.