Most all firms involved with executing and managing their businesses on a project by project basis require an easy and efficient way to collaborate with multiple parties and manage a complex array of project documentation in a widely distributed environment. The availability, accessibility, malleability, and presentation of project information from anywhere at any time are paramount to conducting business. The answer is a hybrid combination of functionality that spans document management, Customer Relationship Management (CRM) and email management.
The  technology provides our customers all of the above in a client-centric, web-based environment, infusing efficient business processes into these organizations. The assimilation and sharing of project information in a collaborative environment has tremendously enhanced our clients’ relationships with their customers.
technology provides the opportunity to:
- Enable a seamlessly integrated desktop
- Increase efficiencies and productivity
- Enhance communication with clients via extranets
- Reduce clerical, paper and personal cost
- Eliminate courier costs and large email attachments
iChannelSolutions
Internal Document Manager
A web-based, collaborative document manager that is seamlessly linked to multiple applications and publishes project related information to (semi) private extranet client and contractor sites. With indexing, versioning, online discussion and extensive search and sort capacity, this powerful integrated solution is the central system to a high efficiency paperless environment. This is the component used to identify, categorize, and store important project and client information.
Private Web Portal (Extranet)
A private, web secure warehouse where project documents, drawings, photos etc. are published. The Extranet provides project participants with secure, global availability, 24 X 7, to all project data.
Customer Relationship Management (CRM)
Centralized project, client, contact, and transaction information that will help serve the clients’ needs more effectively, thus building a closer relationship. The integrated CRM solution, integrated with Microsoft Outlook™, is linked to the firm’s in-house applications, therefore publishing and maintaining consistent client records throughout the organization.
- Keep pace with project demands
- Provide single, centralized contact database
- Accelerate document communications
- Meet growing capacity demands
- Integrate activities of (sub) contractors across projects
- Links to front and back office systems
Email Manager
Integrated with Microsoft Outlook ™, sent and received emails can now be aggregated and stored automatically in the projects’ file areas. The firm no longer has to rely on Public Folders and those Microsoft Outlook ™ inboxes can be finally emptied.
Knowledge Management
Web-based knowledge library where information is published for use by internal employees, external service providers and clients. The intelligent cataloging of content and advanced search capacity allows for quick and easy research from anywhere.
Project Manager
This is a new feature of . Users can create projects which may be linked to both companies and contacts. The tasks are assigned a type, priority, status and various contacts. Discussion notes can be attached with automatic email notification. Tasks are tracked by stage and reside in a Task Database with Dynamic-Drill-Down Analysis and Reporting tools.
Scan Station & Routing
This solution takes your Scanned/Faxed TIFF images and converts them to full text Optical Character Recognition (OCR) searchable PDF files. links to any fax server and/or scanner, so no specific hardware is needed. All files are automatically routed to individual user or departmental Routing Queues thus allowing a simple and effective implementation for a firm wanting to go paperless.
Once in the Routing Queue, the PDF files may be annotated, reassigned and/or approved prior to routing to the appropriate Client/Project. The queues serve as a "working documents" area, which allows for processing and classification of your documents prior to filing to their corresponding place of storage. Routing of documents can be done manually or automatically. Automatic routing can be accomplished using an generated routing sheet.
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ARCHITECTURAL/ENGINEERING FIRMS