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Streamlining Workflow and Enhancing Security with IoT: A NeoSystems Case Study
Technology Category
- Infrastructure as a Service (IaaS) - Cloud Computing
- Networks & Connectivity - Gateways
Applicable Industries
- Finance & Insurance
- National Security & Defense
Applicable Functions
- Human Resources
- Sales & Marketing
Use Cases
- Onsite Human Safety Management
- Tamper Detection
Services
- System Integration
The Challenge
NeoSystems, a professional services firm, was faced with the challenge of managing a growing client roster and ensuring the secure and efficient routing of documents and transactions through the approval process. The company's employees often worked with multiple companies, and the email-based method of delivering information was no longer efficient or secure. The information dealt with included proprietary, sensitive financial data, and NeoSystems needed a process that could ensure the security of the documents moving through its organization and out to its clients, while also improving efficiencies. The challenge was to find a workflow management system that would automate critical back office functions, both within the company’s own internal operations as well as back-office operations run on behalf of its clients.
About The Customer
NeoSystems is an award-winning, tech-enabled professional services firm that provides strategic back office services vital to running successful companies, associations, and organizations in a variety of industries including government contracting, nonprofits, and other highly regulated business enterprises. NeoSystems offers scalable solutions with a team of industry experts, best-in-class software applications, and an advanced technical infrastructure that leverages cloud computing. The company has nearly 200 employees, and they are all Integrify users on some level. More importantly, they have more than 500 active users of its Integrify system, most of which are clients to whom NeoSystems provides managed back office services, such as accounting, human resource and IT management. Clients are concentrated in the Washington D.C. metro area, but a growing number are scattered around the United States, with global expansion expected within the coming year.
The Solution
NeoSystems discovered Integrify, a 100% web-based solution for workflow management. Integrify allows an organization to automate a wide range of requests and streamline processes. The software provides form creation, routing definition, and tracking tools for those responsible for participating in a particular workflow or process, minimizing data entry and simplifying requests for approval and fulfillment. The solution eliminates problems typically related to labor-intensive processes such as manual paper handling and transmission of documents and requests via email. The resulting automated process can reduce costs per transaction 60 to 90 percent. As NeoSystems’ business grew and information security became more of a concern, CEO Michael Tinsley began researching software solutions that would allow NeoSystems to process transactions in a more secure process while also improving process efficiency. The system has quickly grown to encompass human resources functions such as request for new hires, on-boarding new hires, and separation/termination paperwork, as well as sales referrals, consultant bonuses, and accounts payable invoice processing.
Operational Impact
Quantitative Benefit
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