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.