How does it work in any industry?
Think about your work. It’s about Tasks, Documents, and Processes, all of which need to be tracked around your Business Items (suppliers, customers, batches, projects, employees, etc.)
This logic applies across departments, across industries, processes, and are universal for all companies.
Patient Management
Integrated with your PMS (or not), Tasklight can generate documents, help them move as the patient’s case is solved, and allow for all patient-related tasks, from referrals to payment and insurance.
HRM
All employee documents, related to your HRM system (or not), all tasks related to employees, from onboarding to training, performance reviews, leave requests, all through Tasklight.
Digital Registry
Any document entering the company will go through Tasklight, where it is scanned, given a barcode, and then routed, ad-hoc, to any department and employee. The system can manage the physical records too.
Contracts Lifecycle
From the task of creating a new contract, to drafting it, getting approval, exchanging changes with the third-party, and storing and keeping track of its validity and clauses, Tasklight’ll do it.
Invoice Approval
Invoice comes in, Tasklight takes it in. It is checked against the transactions in your Core System (ERP), or verified manually, and then approved and sent to accounting for processing.
Acquisitions
From the need to buy something new, to selecting the supplier, the product, getting approval depending on the sum and mapping the purchase on the appropriate budgets, all in Tasklight.
New Product Development
Create the project, and route the ideas, meeting notes, brainstorm items, and then the CAD files and other documents as they are being reviewed, modified and worked on. Then get all of the data to Procurement and Manufacturing to prepare the orders and processes.
Production Documentation Management
All of the product documents, from warranties, to certificates, and other such information can be stored in Tasklight, and related to the batch or individual product. It is approved, related to your ERP, and processed by manufacturing employees. It is then accessible to customers or partners.
Business Process Management
Manage all documentation related to processes and compliance rules. Enable the modification of procedures with the appropriate approvals and steps. Keep an inventory of policies and rules, and easily distribute them to employees depending ont their roles.
Bid Management
Automate and make the bid process traceable, with a partner portal where they receive updates, tasks, upload documents and offers. You track them, and gain information over the entire bid process.
Partner Management
A partner portal can enable all kinds of interactions. All bilateral tasks and requests can be managed here, you can easily exchange documents and data, with notifications and all.
Client Relationship Management
All customer interactions can, too, be in your website or custom portal, with Tasklight at the core. They can complete forms, upload documents, exchange data, receive tasks and request things from your employees.
Loan Automation
The process of approving any banking product involves taking information and documents from multiple stakeholders, verifying, compiling it, and creating the appropriate transactions in Core Banking. Tasklight’ll do it. Way better than email.
Claims Automation
Broker portal, access to client documents, integration with your core insurance, the possiblity to upload images, approve and verify batches of documents, all you need to effectively make claims approval safe and easy. And all of the data is then intelligently related.
Collateral Verification
Check the assets of your customers with third-party partners. Gather the documents, cross the appropriate compliance steps, send the package externally through the portal, get the approval, and then sing the outcome to your happy customers!
Minimal configuration.
Maximum efficiency.
These are not applications, but examples of ways in which you can use Tasklight’s standard set of functionalities, with minimal configuration of custom Tasks and Business items.
They don’t require coding, no development, it’s all there, built-in.
We can guide you through the process of implementing custom processes and tasks through our simple walkthrough videos.
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