Win more business. Exceed customer expectations. Work smarter
How Work-Relay helps
Work-Relay provides a unified, consistent solution that simplifies your environment and bridges people and systems.
Unified monitoring, measurement, control, and reporting increases visibility.
Unified resource management simplifies planning.
Unified communication and collaboration medium reduces miscommunication.
Unified framework provides consistency.
Unified database and content repository eliminate duplicate information.
Unified administration reduces duplicated administration, licensing, and training costs.
MANAGE THE APPLICATION PROCESS FOR THE THIRD PARTY INTERMEDIARIES
Energy company needs to track the application process for Third Party Intermediaries. This requires tracking 10 to 20 documents per applicant as well as all data relating to those documents. Once the data is input, a lengthy approval process takes place, with up to 15 approvers potentially requiring sign off. In the past, this was handled using Excel spreadsheets, Word documents and email, which is time intensive, prone to error, and doesn’t provide real time feedback of where applicants are in the process.
Global Energy technology company needs to track the application process for Third Party Intermediaries. This requires tracking between 10 & 15 documents per applicant as well as all data relating to these type of application. In the past, this process had been primarily handled via Excel and Word files, and email. This was time intensive and prone to error.
As a result of implementing Work-Relay the organization has real-time visibility into processes that span the globe, an automated mechanism to assign tasks and send reminders to ensure on-time completion of tasks, and automated document generation for a number of critical documents.
The process was modeled in Salesforce and Work-Relay so that the assigned Managers enter and upload data via a series of forms. Automated actions send emails to the applicant and internal users so they can track progress and be informed of requirements. Automated data tracking shows users and management exactly where the applicant is in the process, and how much is left to complete. Once all required data is complete, the approval process is started. At any point during the approval process, any approver can request changes to the application or reject the candidate. A dashboard view and reporting allows detailed analytics to be tracked in real time.
WORK INCIDENT MANAGEMENT
Streamline the management of physical incidents that take place in the field.
- Reporting an incident on a mobile device using a wizard pertaining to the type of incident that occurred;
- depending on the type of incident, automatically notifying the appropriate people;
- recording of actions taken;
- triggering appropriate workflows;
- creating and assigning tasks;
- automatically generating the appropriate government forms;
- providing appropriate first aid instructions;
- taking into account the personal health records of the individuals being treated; and
- providing details of impending weather conditions that may impact incident recovery.