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Caseflow Spectrum Overview 2018 PowerPoint Presentation
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Franchise Document Management Systems

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Presentation Transcript
are you in complete control of new franchisee

Are you in complete control of:New Franchisee documentation?Franchisee renewal documentation?Franchise assignment documentation?Franchisee Breach notices?Minimise the risk and improve efficiency.

our system involves the implementation

Our system involves the implementation of a specialist, tailored, end-to end Franchise Management System to better control the creation, tracking and management of documents in your business together with associated workflow to keep things on track.

major stakeholders
Major Stakeholders
  • Brian Smith
    • Caseflow, CEO/Product Architect
    • Brian has been developing specific software for use in the legal industry for 25 years, with an emphasis on making the software user friendly to manage repeatable processes efficiently.
  • Peter Buckingham CFE
    • Spectrum Analysis, MD
    • Peter has been the MD of Spectrum Analysis for 20 years and is a leader and expert in franchise development, especially in site selection, territory planning and overall franchise consulting.
information pack
Information Pack
  • Caseflow Acumen - Case Management
    • Market leading approach
  • Technology & Integration
    • Clean, contemporary, stable
  • Implementation
    • Our tried and proven approach
caseflow acumen suite
Caseflow Acumen Suite
  • Best of breed Case Management/Legal Workflow solutions:
    • Data import & management
    • Integration & data sharing
    • Document assembly and DMS integration
    • Tasks & activities
    • Outlook appointments, emails & tasks
    • Reporting , client updates and portals
  • Our goal is for our software to help you achieve;
    • Increased accuracy & efficiency
    • Work management improvements
    • Greater profit through better resource utilisation
    • Reduced risk due to oversights
integrations 1
Integrations
  • Out of the box
    • We learn the product
    • We maintain the expertise
    • You reap the benefits
  • Configuration based
    • Configure it, don’t build it
  • Maintained under support agreement
    • New versions are our responsibility
business drivers
Business Drivers
  • Client expectations are up
  • Price beginning to take precedence over brand and status
  • Clients are looking for more
    • Technology focus
    • Innovation that adds value to legal services
    • Accessibility to their data and matter status
    • Reporting and KPI’s
caseflow acumen structure
Caseflow Acumen – structure
  • Data

Client Portals

DMS

  • Tasks, Docketing & Activities
  • Parties

Franchise Agreement

Lifecycle

  • Documents

CRM

PMS

platform technology
Platform Technology
  • Certified Windows 7, 8 & 10 compatible - 32 & 64 bit
    • All versions of Office 2000 & onwards
  • Certified MS SQL Server 2008 & above
  • Certified Windows Server 2008 R2 & above
  • Development
    • Desktop clients
      • Visual Studio
      • .NET framework 4
    • Web clients
      • ASP.Net
    • Mobility
      • HTML5
our process
Our process
  • Build the system tailored for your needs
  • Skills Transfer
    • Train your Caseflow Administrators to operate the system
    • Extra help as you need it
  • Focus on one work area initially – Franchise documentation
    • Develop skills
    • Progress to the next area if required
  • Learn skills and then apply to other teams
    • Becomes a potential platform for all areas within the firm
    • Resources can be deployed to varying areas
summary
Summary
  • Self-sufficient, efficient worktype design & management
  • Measureable return on investment
  • Proven technology
  • Integrates with your key systems
  • Platform for innovation
  • Strong development roadmap
about us
About us
  • Best of breed legal workflow experts
  • 20+ years legal workflow track record
  • Australian owned
  • North American Resources
  • Investing & growing
about us 1
About us
  • Expert consulting to the franchise sector
  • 20+ years track record in franchising
  • Australian owned
  • Investing & growing new opportunities