Consulting Manager 365

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Secure and fast financial document storage, exchange, and approval

This application is available in English

The Consulting Manager 365 system was developed for a large international consulting firm in order to increase the efficiency, speed, and security of interaction with clients. It provides the client with state-of-the-art customer relationship tools, automates document and report collection, reconciliation, and exchange, and provides archive support and mobile access to the document archive for authorized users. It also includes a line of specialized services, such as a wiki library of common documents, global and local news and events, online report reconciliation, and developing a reconciliation protocol.

Key features:

  • Organizing consultant teams responsible for a particular client. Access to the customer documents is only granted to the members of the corresponding consultant team.
  • Storing all the customer documents in a single account. Access to the account is only provided for authorized customer employees.
  • Online report reconciliation with customers.
  • Uploading and downloading documents by authorized employees using a secure protocol instead of unsecure email and file exchange services.

·        Creating both global (for consulting firm employees and all customers) and local (for a particular customer) news and events.

·        Creating a personal payment schedule and exporting it into the customer’s calendar.

·        Fast access for authorized customer employees to the consulting firm's contacts (chat, email) and vice versa.

  • Using a document retention policy. 
  • An advanced notification system that informs the client about:
    • Local (including notifications about dates of payment) and global events.
    • Adding new documents to the system and accounts.
    • Too many documents have been added to the system.
  • Versioning – the system stores a specified number of document copies
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