As more and more manual processes are being phased out in favor of seamless digital systems, we’d like to share three examples of companies moving into the modern age. Learn how implementing content management software (CMS) into your business processes can cut costs, save time, and increase both client and employee satisfaction.

 

Case Study 1

A financial services company provides business consulting services on local and national tax credits to medium and large businesses nationwide.

Challenge:

Given the immense amount of paperwork needed for tax credit applications, the client needed a new software infrastructure to manage their data. As the financial services industry has changed over the last couple of years and new laws have come into effect, manual paper forms are being replaced by digital documents. These applications are filled out, signed, and submitted electronically. The client’s existing software lacked the capabilities needed to support their growing business.

Solution:

A hiring management system that could manage the client’s existing data and be seamlessly integrated with existing processes. A fully-functional HMS was created from scratch, and work is ongoing to improve the system’s functionality.

 

Case Study 2

A third-party insurer that deals primarily with claims insurance, worker’s compensation, and liability.

Challenge:

The client was running an older case management system on a legacy platform. The software had been purchased from the client’s parent company, so the new CMS would need interact with the existing one for the purposes of receiving insurance claim referrals.

Solution:

A new CMS, customized for the client’s business purposes, along with employee training. One of the biggest achievements of the new CMS was that the client could now receive claims and send billing data electronically via system integrations. The system is fully-functional and support continues on an ongoing basis.

 

Case Study 3

A healthcare service that specializes in medical case management to help companies care for injured employees and control medical costs. After being contracted by an insurance agency, they assist the injured employee with scheduling appointments, arranging transportation, and other medical services.

Challenge:

Nearly all aspects of the client’s case management were handled through paper, fax, email, and phone calls. For every few case managers (nurses) hired on the field, the client needed to hire an additional employee to manage the administrative workload in the office.

Solution:

After discovery and consultation, a web application was designed which deployed a centralized database to store all injury cases and assign them to appropriate case managers across the country. Additionally, all billing can now be handled through the new CMS due to integration with the client’s accounting system.