EXAMPLES OF DEPARTMENTAL SOLUTIONS
Accounting - Accounts Payable
- Check Request
- Request for Travel Advance
- T&E Expense Report
- Customer Refund Request
- Returned Goods – Debit Memo Request
- Request Change in Invoice Account Coding
- Request for Expedited Payment
- Request to Delay a Payment
- Distributed Vendor Invoice Entry with Invoice
Submission - Request for Vendor Invoice Copy
- Request for Check Copy
- Request for T&E Expense Report for
Customer Reimbursed Expenses - Request for Vendor ID
- Request Invoices for State Use Tax Audit
- Request Invoices for External Auditors
- Lost/stolen Credit Card Notification
- Lost/stolen PCard Notification
- Electronic Funds Transfer (EFT) Authorization
- Request for a Domestic Wire Transfer
- Request for an International Wire Transfer
- W-9 Receipt Acknowledgement
- W-8BEN Receipt Acknowledgement
- Request for Lodging Exception
- Mileage Log
- Currency Conversion Calculator
Accounting - Payroll
- Time Entry – Exempt Employee
- Time Entry – Non Exempt Employee
- Request for Vacation Time-Off
- Request for Maternity/Paternity Leave
- Request for Court Leave
- Request for Leave Without Pay
- Request for Military Leave
- Request for Administrative Leave
- Request for Sick Leave Pool Hours
- Return to Work Status
- Request for Attendance Summary
- Request for Bereavement Leave
- Request Copy of W-2
- Request Copy of Pay Stub
- Request Review of Pay Calculation
- Departmental Payroll Voucher
- Authorization to Work and Pay Differential
- Shift Differential Pay Request and Authorization
- Overtime Request and Authorization
- Federal Withholding Change
- State Withholding Change
- Benefits Change
- Beneficiary Change
- Bonus Pay Authorization
- Savings Payroll Deduction
- Request for Self Pay Coverage
- 401K Enrollment
- 401K Change
- US Savings Bond Payroll Authorization
- Authorization for Direct Deposit
- Flexible Spending Account Enrollment
- Flexible Spending Account Waiver
- Flexible Spending Claim
- Authorize Release of Information
- Check Cancellation and Replacement Request
- Employee Change of Home Address
- Tuition Assistance Reimbursement
Human Resources
- Human Resources
- I-9 Employment Eligibility Verification
- W-4
- W-2 Replacement Request
- Application
- Appreciation Recognition Authorization
- Performance Review
- Candidate Evaluation Form
- Confidentiality Agreement
- Code of Ethics
- Use of Company Assets Acknowledgement
- Counseling Record for Disciplinary Action
- Discipline Warning
- Disability Accommodation Request
- Exit Interview
- Employee Handbook Acknowledgement of Receipt
- Checklist – New Employee
- Checklist – Direct Hire Temporary Employee
- Checklist – Transferring Employee
- Family and Medical Leave Notice
- Health and Safety Review
- Hiring Process
- Telephone Interview/Phone Screen
- Interview - Required Information
- Internal Job Application
- Job Candidate Evaluation
- Job Offer
- Reference Check
- Performance Development Plan
- Personnel File Access Request
- Progressive Discipline Warning
- Request to Initiate Layoff
- Shared Leave – Request to Donate
- Shared Leave – Request to Receive
- Request to Place Help Wanted Ad
- Request to Hire Placement Agency
- Incident Report
- Termination Checklist
EXAMPLES OF SOLUTIONS SPANNING INDUSTRIES
Accounting/Finance
- Vendor Invoice Processing (See Detailed Example)
- Travel and Entertainment (See Detailed Example)
- W-9/W-8 Management
- Vendor Portal
- Billing and Accounts Receivable
- Customer Portal
- Chargeback and Billback Management
- Time & Attendance (See Detailed Example)
- Treasury
- Budgeting
- Forecasting
- Reporting
- Processes in Shared Services Environments
- Processes in Distributed and Hybrid Service Environments
- Capital Request Management
- Fixed Asset Management
Administration
- Board of Director Meetings
- Corporate Records
- Policies & Procedures
- Legal
- Mergers & Acquisitions
Credit and Collections
- Credit Files
- Credit Scoring and Authorization
- Claims Management
- Tax Exemption Management
Human Resources
- Employee Records (See Detailed Example)
- Performance Review
- Employee Development Plans
- Salary Change Request
- Insurance
- HR Surveys
- HR Vendor Management
- Incident/Accident Reporting
- Workers Compensation Management
- Awards & Recognitions
- Tuition Reimbursement
- Employee Training
Facilities Management
- Equipment Maintenance
- Request for Service
- Work Order Management
- Contractor Management
- Request for Proposals
Information Technology
- Move/Add/Change Work Order Management
- IT Capital Requests
- IT Training Programs
- Help Desk
- Information Security
- Account and Access Management
- Desktop Management
- Project Management
- Web Master – Content Management
Marketing
- Marketing Requests
- Trade Show Management
- Advertising Management
- Contractor Management
- Program Management
- Co-op Advertising Management
- Price Protection
Purchasing/Materials Management
- Purchase Requisitions
- Vendor Approval Process
- Contract Management
- Purchase Management
- RFP Management
Quality Assurance
- Quality Control
- Failure Testing
- Quality Improvement Plans
- Inspection Processes
- Test Plans
Sales & Sales Support
- Order Management
- Sales Management
- Proposal Reviews & Approvals
EXAMPLES OF SOLUTIONS FOR INDUSTRY SPECIFIC PROCESSES
Banking
- Deposit Operations & Item Processing
- Mortgages and Loans
- Customer Records
- Safety Deposit Box Management
- Lockbox Operations
- Trust Department
- Compliance and Risk Management
- Account Management & eSignature Cards
Communications
- Order Processing
- Work Order Management
- Customer Files
- Advertising/Sales/Contract Management
- Warranty Services
- Customer Support
Distribution
- Billback Management / Debit Management
- Price Protection Requests
- Claims Management
- Returns Management
- Return Authorizations
- Fleet Maintenance Records
- Fleet Insurance Records
- Driver Records
Engineering & Construction
- Job File Management
- Materials and Purchasing
- Equipment Maintenance and Repair
- Managing ECNs
- Contract Management
- Permit Management
- Mobile Workforce Enablement
- Site Inspections
- Safety Management
Financial Services
- Customer Files
- Stock Transfer Authorizations
- Asset Management
- Portfolio Management
- Real Estate Management
- Affinity Program Dealer / Broker Management
- Credit Markets and Money Markets
- Municipal Securities Management
Government
- Licensing, Permits and Registration
- Agency Work Processes
- Student Records Management
- Customer Support
- Birth, Marriage, Death Records
- Work Orders
- Maintenance Services
- Vehicle/Fleet Management Records
- Federal/State/Municipality Work Processes
- Public Administration
- Pension Management
Healthcare
- Medical Records
- Laboratory and Accessioning
- Radiology Records
- Pharmacy Records
- Blood and Organ Data Management
- Patient Financial Services
- Communication (Patients, Payers, Others)
- Credentialing
- Transportation Management (In house)
- Patient Registration/Intake
- Free Care Management
- Emergency Department
- RAC Audits
- Audit Preparation
- PPD Management
- Patient Surveys
- Professional Development
- Real Estate Management
- Contributions Management
Insurance
- Underwriting
- Claims Management
- Reinsurance
- Agency/Broker Management
- Policy Services
Life Sciences
- Product Lifecycle
- Chemistry/Bio Data Management
- Clinical Investigators
- Clinical Trials / Subject Enrollment
- Patient Data
Manufacturing
- Product Development / Engineering
- Engineering Change Notice
- Materials Requirements
- Supply Chain
- Production Management
- Quality Control
- Equipment Maintenance
- Managing RFQs
- Warranty
- Safety Programs
- Equipment Maintenance
- Waste Disposal
Not-for-Profit
- Membership
- Grant Management
- Donor Management
- Client Record Management
Professional Services
- Client Services Management
- Project Management
- Contract Management
- Order Management
Retail
- Chargeback Management
- Contract Management
- Real Estate Management
- Advertising Management
- Merchandising
Tourism, Hospitality & Leisure
- Tour Management
- Sales & Marketing
- Contract Management
Transportation
- Fleet Maintenance/Management
- Fleet Insurance Management
- Driver Records Management
- Delivery Services/Signature Capture