ECM Toolbox’s New Account On-Boarding Workflow (NAOW) module increases operational efficiencies, provides control over your process and records, and saves you money.
The NAOW module is a powerful web-based workflow solution, leveraging feature-rich document management software and ECM Toolbox’s Workflow solution.
Features
Benefits
Task routing based on diverse business rules
Assigns an account risk rating
Establishes document types per account
Provides “forced” supervisor percentage review based on the processing associate’s level of experience or type of account
Standardizes account risk measurement and error tracking
Pre-formatted emails
Automatically identifies issues for accounts and their documents
Ad hoc workflow tasks
Allows for one-off request for assistance and/or review
Audit trails
Captured as reports and also as a document in AX for each account
Admin module
Allows business owners to easily modify workflows without IT assistance:
Modify data capture templates
Change supervisor review percentage
Add or delete required documents for specific account types
Reporting
Provides details about productivity levels
Measures the supervisor review process
Tracks errors per branch
Provides extensive details based on the information available from the data capture templates
Immediate account status tracking
Automatically updates the “status” index inside AX as the workflow task moves through the review process
ECM Toolbox Workflow is everything we wanted and more. The first day we went live we immediately could see efficiencies and management of process and procedures.
Whitney Moeder Director of Support Services & Finance
Quick Downloads
Resources at your fingertips! Simply click any solution below to download a free PDF. Not seeing what you're looking for? Check out our Resource Center for additional information.
Data Sheet: AP Invoice WorkflowDownload Case Study: AP Invoice WorkflowDownload eBook: 5 Steps to a Paperless HR OfficeDownload User Guide: ECM Toolbox WorkflowDownload
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