Save Money NAOW
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 Digitech Systems PaperVision document management software and ImageSilo cloud document management and ECM Toolbox’s Workflow solution.
NAOW Features & Benefits
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- Task routing based on diverse business rules
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- 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
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- Standardizes account risk measurement and error tracking
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- Automatically identifies issues for accounts and their documents
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- Allows for one-off request for assistance and/or review
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- Captured as reports and also as a document in PaperVision and ImageSilo for each account
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- 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
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- 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
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- Immediate account status tracking
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- Automatically updates the “status” index inside PaperVision and ImageSilo as the workflow task moves through the review process
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