Web Desktop is the only solution in the market that can bring together the leading transactional software solutions with a complete document management solution, an Intranet and a task control facility.
A typical Insurance Broker, Accountant or Lawyer deals with a variety of sources of information to conduct their day to day business.
All in one x stop gap applications
Traditionaly, organisations have attempted to resolve each requirement with a different application, leading to complex, difficult to use and unreliable deployments that never really address the whole issue.
The accounting and processing information is stored under the main processing platoform (Accounting, ERP, Broking System or Client Management tools), but bits of communication and other important data is disperse - just consider the volumes of faxes, emails, Word and Excel documents that exist on a normal office, in addition to paper or scanned documents!
Implementing a scanning only solution will resolve the PAPER aspects of it only. Paper is becoming a smaller part of the picture every day, and resolving only one aspect of the avalanche of information you have to deal with is not really a solution.
Solutions that require too much manual handling will cause errors and be difficult to use. In practice, we also see that if you ask people to store their emails manually, there will lots of missing bits everywhere.
Web Desktop has been designed from the ground up to resolve ALL your information needs, complementing (but not replacing) the leading transaction packages in the Market.
Web Desktop incorporates everything we have learned over the last 11 years, dealing with 100+ insurance brokers, associations and in Australia (from smaller operations with 3 staff, to large organisations with multiple sites and employing 100+staff).
It's modular structure and flexibility enables you to change and adapt the system to your own needs, and even combine Web Desktop with 3rd party products.
Web desktop enables a single interface to:
- A powerful and easy to maintain Intranet, to share information effectively
- A complete document management solution, which enables all forms of electronic documents (including scanned images, Word, Excel, PDF and Emails) to be stored under a centrally accessible easy location
- Contact management, including notes and profiling
- Activity management, including multi-stage templates for complex activities
- Centralised template management
- Automatic cataloguing of outgoing Emails to client folders and replies
- Scanning directly to PDF format
- Hyperlink library, with inbuilt security to access remote Web resources
- “Who is in” feature, to visually control who is in the office
- Documents become fully searchable, including TEXT search for Word, Excel, Emails and the Text INSIDE scanned documents (which are saved in PDF format)
- Fully integrated application
- Fully integrated security with Windows (no need for additional passwords!)
- Uses fully standard technologies – your information will never be locked on a proprietary system!
- Web Desktop will become a crucial part of our clients' FSRA compliance process and day to day operations!
A demonstration is worth a million words - contact us today for a preview!