The following is a list of some of the business processes we have automated over the last 20 years.
Process Name | Company Type |
New Business Intake | law firm, investment management |
New Employee Onboarding | law firm, investment management |
Annual Budgeting | non-profit, law firm |
Employee Referral | non-profit |
Wire Transfer | bank, investment management |
Customer Vetting | law firm, investment management |
Expense Reporting | non-profit, investment management |
Policy Review & Publishing | non-profit, credit union |
Marketing Materials | investment management |
Intranet News Publishing | investment management , non-profit, law firm |
Salary Review and Adjustment | law firm |
Computer Asset Management | non-profit |
Student Registration | university |
Property Acquisition | non-profit |
Employee Recognition | non-profit, law firm |
Contract Review | law firm |
Know Your Customer | bank, investment management |